Senior CRM Analyst

FUTURO

. Plan and implement CRM strategies by developing customer engagement journeys, communication workflows, and segmented campaigns aligned with business objectives .

Posted 11/4/2026full-timePorto Alegre • BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and implementing CRM strategies, focusing on customer engagement, segmentation, and multichannel campaigns. Proficient in data analysis and compliance with regulations in the financial services sector.

Highest-signal resume keywords

CRM Strategy DevelopmentCustomer SegmentationMarketing Automation ToolsData AnalysisFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Engagement StrategiesCampaign ManagementPerformance Indicator AnalysisAudience SegmentationCustomer Lifecycle Management

Tools & Technologies

Salesforce Marketing CloudRD StationHubSpotWhatsApp Business APIPower BI

Industry Keywords

Financial ServicesBrazil’s General Data Protection Law (LGPD)ComplianceDigital Communication ChannelsCustomer Communications Best Practices

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Plan and implement CRM strategies by developing customer engagement journeys, communication workflows, and segmented campaigns aligned with business objectives
Manage and enhance digital communication channels, such as WhatsApp Business, email, and SMS, with the goal of improving customer experience and engagement
Develop segmentation and personalization strategies using behavioral, transactional, and customer profile data to increase conversion, retention, and loyalty
Monitor and analyze performance indicators for CRM initiatives, proposing improvements and conducting tests to optimize results
Partner with Marketing, Sales, Product, Technology, Data, and Customer Service teams to identify opportunities for automation and the advancement of customer engagement strategies
Ensure CRM operations governance, maintaining channel quality, compliance with internal policies, and adherence to regulations applicable to the financial services market

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Marketing, Communications, Information Technology, Statistics, or a related field
Professional experience in CRM, including customer engagement strategies, customer segmentation, campaigns, and communication journeys
Experience managing and operating CRM platforms and marketing automation tools
Experience planning, executing, and monitoring multichannel campaigns
Experience analyzing performance indicators and developing data-driven strategies
Knowledge of audience segmentation, customer lifecycle management, and engagement, conversion, and retention strategies
Knowledge of data analysis tools and advanced proficiency in Microsoft Office
Experience in financial services, banking, payroll-deductible lending, payment solutions, insurance, or other regulated industries
Knowledge of CRM and marketing automation platforms such as Salesforce Marketing Cloud, RD Station, HubSpot, or similar tools
Knowledge of digital communication channels, such as the WhatsApp Business API, SMS, and email marketing
Knowledge of data analysis, dashboard development, and BI tools such as Power BI
Knowledge of Brazil’s General Data Protection Law (LGPD), privacy policies, and best practices for customer communications in the financial services market

Benefits

Comp & perks

Flexible food and meal allowance through iFood Benefícios
Health insurance – Unimed
Dental insurance – Qualimais Uniodonto
Birthday day off
Birthday gift credited to the iFood Benefícios card
Childcare assistance
Wellhub – gym membership partnership
Profit-Sharing and Results Program
Schedule: Monday to Friday, from 9:00 a.m. to 6:00 p.m.