Head of CRM

CXM Direct

. Own the full setup, configuration and ongoing development of the CRM, including data structure, pipelines, deal stages, automations, permissions and reporting.

Posted 11/11/2026full-timeRemote • Cyprus, Romania, Georgia, Russia, Armenia, BelarusLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in CRM management and implementation within financial sectors, with a strong focus on optimizing sales, business development, and marketing processes through effective CRM strategies. Proficient in configuring major CRMs and driving user adoption while leveraging data for continuous process improvement.

Highest-signal resume keywords

CRM ManagementSales OperationsCRM ImplementationLead DistributionTask Automation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ConfigurationPipelinesAutomationsReportingDeal StagesClient Reactivation WorkflowsData StructureManagement DashboardsKPI DevelopmentPartner Performance Analysis

Soft Skills

TrainingProcess ImprovementCollaborationUser AdoptionCommunication

Tools & Technologies

ZohoHubSpotSalesforceTrading PlatformsMarketing ToolsAnalytics Systems

Industry Keywords

Online TradingBrokerageFintechIGamingPartner ModelsAffiliate ModelsIB ProgramsRebate Structures

About the role

Key responsibilities & impact

Own the full setup, configuration and ongoing development of the CRM, including data structure, pipelines, deal stages, automations, permissions and reporting.
Lead implementation projects and integrations with trading platforms, back office, marketing tools and analytics systems.
Drive CRM adoption, establish usage standards, train users and ensure processes are followed.
Build CRM workflows for Sales Managers, including lead and client distribution, automatic task creation and deal pipelines.
Create reports and alerts identifying declining client activity and triggering next actions.
Build reactivation systems for inactive or declining clients and prioritise high-value segments.
Design CRM processes for BDMs managing Introducing Brokers, affiliates and other partners.
Provide visibility into partner performance, referred clients, trading activity, rebates and engagement.
Set up partner onboarding, activation, growth and early-warning workflows.
Ensure marketing attribution, customer journey stages and scoring flow into the CRM.
Align Sales, Business Development and Marketing in one connected system.
Build management dashboards and KPIs covering pipeline, conversion, deposits, retention, reactivation and partner performance.
Continuously improve processes using data and team feedback.

Requirements

What you’ll need

5+ years of experience in CRM management, sales operations or leading CRM implementation in financial companies.
Experience in online trading, brokerage, fintech or iGaming is a must.
A solid understanding of how sales, business development and marketing processes work, and how a CRM supports each of them.
Hands-on experience configuring a major CRM (Zoho, HubSpot, Salesforce or a brokerage-specific CRM): pipelines, automations, routing rules, reporting.
Experience with lead distribution, task automation, deal pipelines, retention and reactivation workflows.
An understanding of partner and affiliate models.
Experience with IB programmes and rebate structures is a strong advantage.

Benefits

Comp & perks

Fully remote working with minimal meeting overhead.
Ownership of CRM across 12 international markets.
Genuine opportunity to build and improve the customer lifecycle function.
An established business with the resources and budget to execute ambitious CRM initiatives.
Freedom to test, learn, and implement new ideas.
Competitive, above-market compensation.
KPI-linked bonus connected directly to CRM and business performance.