CRM Specialist – Personal Loans

Neon

. Lead the end-to-end CRM strategy for Personal Loans, owning acquisition, engagement, and repayment results both within and outside the app.

Posted 10/30/2026full-timeRemote • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading CRM strategies for Personal Loans, focusing on multichannel customer journeys and data-driven decision-making. Proficient in analyzing customer activation metrics and optimizing workflows to enhance engagement and repayment outcomes.

Highest-signal resume keywords

CRM Strategy DevelopmentSalesforce Marketing CloudAdvanced SQL SkillsA/B Testing ExecutionCredit Risk Understanding

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisCustomer Journey OptimizationStatistical TestingFunnel AnalysisCampaign Evaluation

Soft Skills

Strong CommunicationInterpersonal SkillsLeadership Through Influence

Tools & Technologies

Salesforce Marketing CloudJourney BuilderAutomation StudioBI ToolsSupersetMixpanelQuickSight

Industry Keywords

Personal LoansCredit ProductsCredit RiskDelinquencyProfitability

Tech Stack

Tools & technologies

CloudSQL

About the role

Key responsibilities & impact

Lead the end-to-end CRM strategy for Personal Loans, owning acquisition, engagement, and repayment results both within and outside the app.
Design and evolve data-driven customer journeys connected to the credit engine.
Design and optimize offer workflows integrated with the credit engine.
Review and improve offer, refinancing, abandoned-cart, and payment-reminder journeys.
Plan and execute structured tests with statistical confidence before scaling changes.
Participate in the discovery of new credit products and design launch communication strategies with Product and Brand teams.
Use data to select the best channels and test new functionalities by channel.
Monitor the full conversion funnel, track customer-base health, and identify improvement opportunities.
Measure the return of each customer activation, conduct independent analyses, and present executive reports.
Develop ongoing multichannel offer and measurement models.

Requirements

What you’ll need

Solid experience in CRM and Growth.
Proficiency in managing multichannel journeys (email, WhatsApp, push notifications, and in-app) and marketing automation using Salesforce Marketing Cloud (Journey Builder and Automation Studio).
Advanced SQL skills for independently querying, validating, and segmenting databases.
Strong analytical ability to identify funnel bottlenecks, investigate root causes, and develop data-driven action plans.
Hands-on experience planning, executing, and measuring A/B tests.
Strong critical eye for evaluating creative assets and campaigns, including messaging, segmentation, channel, and journey.
Strong communication and interpersonal skills, with the ability to lead through influence.
Enthusiasm for using new technologies, including applying AI in day-to-day work to improve efficiency.
Previous experience in the financial sector, with a focus on credit products.
Practical understanding of credit risk concepts such as vintage, delinquency, eligibility, and profitability.
Familiarity with BI and data analysis tools such as Superset, Mixpanel, or QuickSight.

Benefits

Comp & perks

Medical and dental insurance
Meal or food allowance
Life insurance
Home office equipment allowance
Gympass: network of gyms and online classes
Daycare or nanny allowance
Extended parental leave
Open English: discounted lesson packages for all Neowers and their dependents
Discounts on MBAs and specialization programs at USP ESALQ
Betterfly: wellness platform
Alô cafuné: psychological support program
Epharma: discounts of up to 50% on medications
Allya: partner network offering discounts at pharmacies, supermarkets, and more
Coworking space access, in accordance with company policy
Semiannual performance and culture review cycle
Regular feedback and support for your individual development plan
Decola: internal recruitment program
Onflow: internal knowledge network
Access to payroll-deducted loans
Free cashback