CRM Manager (Fintech)

TL;DR

CRM Manager (Fintech): Building automated journeys and executing A/B tests across WhatsApp, email, SMS, push, and in-app channels with an accent on segmentation, lifecycle workflows, and incrementality measurement. Focus on end-to-end deployment, QA processes, cross-functional coordination, and performance optimization to drive retention and repeat purchases.

Remote work environment, offices in Miami and Mexico City (hybrid model optional if nearby).

Company

Hyper-growth Series B fintech revolutionizing remittances for Latin immigrants in the US via AI-powered WhatsApp chatbot, leveraging blockchain and stablecoins, backed by $100M+ from top investors.

What you will do

• Own end-to-end setup of automated journeys and ad-hoc campaigns, including logic, triggers, and technical quality.
• Build and maintain audience segments with Data team for personalized messaging.
• Manage project documentation in Notion and tasks in ClickUp.
• Conduct QA for all communications, testing logic, webhooks, and rendering across devices.
• Implement experimentation roadmap, including multi-branch tests and control groups.
• Analyze results, report insights, and optimize funnels for better performance.

Requirements

• 5+ years in CRM, Lifecycle or Growth Marketing with hands-on execution experience.
• Deep technical knowledge of CRM triggers, liquid logic, HTML troubleshooting.
• Understanding of incrementality, control groups, organic vs incentivized behavior.
• Cross-functional collaboration with Designers, Copywriters, Data Engineers.
• Expert in CRM platforms (Customer.io preferred), ClickUp/Notion; WhatsApp experience a plus.
• Strong analytical skills for data interpretation and strategy communication.
• Advanced English level.

Culture & Benefits

• Remote-first with optional hybrid in Miami or Mexico City offices.
• Competitive salary, stock options, annual performance bonus.
• Health, dental, vision plans; unlimited PTO; paid parental leave.
• Continuous learning opportunities and growth in entrepreneurial environment.

Hiring process

• Month 1: Onboard to CRM stack, take over journeys, standardize processes.
• Month 2: Launch 5 experiments, establish learning reviews.
• Month 3: Implement winning experiment with KPI lift, execute quick wins.