Head of CRM

Job Summary

Owning the CRM system as the operational backbone of the business, the full-time Head of CRM will design, implement, and manage processes that drive Sales, Business Development, and Marketing in a remote environment.

Key responsibilities

• Oversee the setup, configuration, and ongoing development of the CRM, ensuring effective data structure, pipelines, and reporting
• Build and optimize CRM workflows to enhance sales processes, automate lead distribution, and create actionable reports for Sales Managers
• Design retention and reactivation systems for clients, prioritizing high-value segments and ensuring alignment between Sales, Business Development, and Marketing

Required qualifications

• 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 essential
• Hands-on experience configuring major CRMs like Zoho, HubSpot, Salesforce, or brokerage-specific CRMs
• Solid understanding of sales, business development, and marketing processes supported by CRM systems
• Familiarity with partner and affiliate models, with experience in IB programs and rebate structures being a strong advantage