CRM Manager (Fintech)

TL;DR

CRM Manager (Fintech): Designing and executing lifecycle journeys and A/B tests across WhatsApp, email, and SMS to drive user retention for a remittance platform with an accent on technical CRM implementation and incrementality. Focus on building automated workflows, optimizing audience segmentation, and solving complex logic challenges to ensure zero-error deployment.

Location: Remote environment; hybrid options available for those near Miami or Mexico City.

Company

A hyper-growth Series B fintech startup building an AI-powered financial ecosystem and remittance services for Latin immigrants in the US.

What you will do

• Own the end-to-end setup and deployment of automated journeys and ad-hoc campaigns across WhatsApp, email, SMS, and push channels.
• Partner with the Data team to build and maintain high-value, hyper-personalized audience segments.
• Implement the experimentation roadmap, including complex A/B and multivariate tests with strictly defined control and holdout groups.
• Perform rigorous QA on liquid logic, webhooks, and dynamic content rendering to ensure a frictionless user experience.
• Analyze experiment results and present actionable insights to the Lifecycle Strategy Manager to optimize the conversion funnel.
• Coordinate with Product and Data teams to ensure technical events and API endpoints are correctly integrated into CRM tools.

Requirements

• 5+ years of experience in CRM, Lifecycle Marketing, or Growth Marketing with a builder mindset.
• Deep technical knowledge of CRM triggers and proficiency in troubleshooting complex liquid logic or HTML.
• Proven ability to measure true incrementality using global control groups.
• Expert-level knowledge of CRM platforms, preferably Customer.io.
• Proficiency in project management tools such as ClickUp and Notion.
• Advanced English level.

Nice to have

• Experience with Talon One or similar promotional platforms.
• Previous experience in remittances or financial services.

Culture & Benefits

• Competitive salary, annual performance bonus, and initial stock options grant.
• Comprehensive health, dental, and vision insurance plans.
• Flexible remote work environment with optional hybrid setups in Miami and Mexico City.
• Unlimited PTO and paid parental leave.
• Continuous learning opportunities within a high-performance, entrepreneurial culture.