Role Overview:
We're looking for a CRM Manager who can own the full customer relationship stack — from the first marketing touchpoint through to closed-won deals and long-term retention. You'll sit at the intersection of marketing and sales, designing lifecycle journeys, optimizing the pipeline, and making sure every stage of the funnel is powered by clean data and smart automation. This is a high-impact role for someone who is equally comfortable building nurture sequences as they are auditing deal stages in a CRM.
Key Responsibilities
Marketing CRM & Lifecycle Automation
- Design & build multi-channel lifecycle campaigns (email, in-app, chat, AI) targeting prospects, trials, and existing customers across the full funnel
- Develop and manage workflows and automations to move prospects from awareness to activation, reducing time-to-conversion & improving efficiency for both Sales & Operational Teams
- Partner with the content, Growth & RevOps teams to run A/B tests on messaging, cadences, and CTAs — and translate results into actionable improvements
- Own marketing automation hygiene: monitor deliverability, manage suppression lists, and ensure compliance with data privacy requirements (PDPA, GDPR where applicable)
- Work closely with Data Team to track and report on lifecycle metrics including MQL volume, nurture conversion rates, email engagement, and campaign-attributed pipeline
Sales CRM & Pipeline Operations
- Administer and optimize the CRM platform (HubSpot, Salesforce, or equivalent) — including pipeline structure, deal stages, custom properties, and automation rules for a high-velocity pipeline - comfortable working with large deal volumes, short sales cycles, and the operational rigour required to maintain pipeline accuracy and forecast confidence at speed
- Work closely with the sales team to ensure CRM adoption, accurate data entry standards, and consistent pipeline hygiene
- Build and maintain dashboards and reports that give sales leadership real-time visibility into pipeline health, forecast accuracy, and rep performance
- Coordinate with RevOps and Sales on lead routing logic, territory management, and handoff processes between marketing and sales
- Support onboarding of new sales team members onto CRM tools and processes
Requirements
- 3–5 years of hands-on CRM experience, ideally in a B2B SaaS or fintech
- Proficiency with HubSpot — including workflow automation, list segmentation, and reporting.
- Experience integrating CRM platforms with third-party tools (e.g., Intercom, Stripe, Segment, or data warehouses)
- Demonstrated experience building and managing marketing automation sequences (drip campaigns, lifecycle flows, re-engagement programs)
- Solid understanding of the B2B sales funnel, lead lifecycle stages, and the marketing-to-sales handoff
- Ability to manage multiple projects simultaneously, communicate clearly with both technical and non-technical stakeholders, and work autonomously in a fast-paced environment
- Fluency in English (written and spoken)
- Experience with data hygiene best practices, deduplication, and CRM governance
Nice to Have
- Exposure to payment platforms, fintech products, or API-first SaaS businesses
- Familiarity with SQL or basic scripting for data extraction and manipulation
- HubSpot or Salesforce certifications
- Solid understanding of e-commerce dynamics and online buying behavior — including customer acquisition patterns, cart and checkout conversion, post-purchase lifecycle, and how these inform CRM segmentation and engagement strategies
