Customer Success Manager

• 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.

Explore Head of CRM at CXM Direct. Review requirements and application details.