The Challenge
Banco BBC Digital is reinventing financial services for Brazilian professionals and transport workers. You'll own the CRM strategy across email, push, SMS, WhatsApp, and in-app—building lifecycle campaigns that drive product adoption and customer retention in a competitive fintech landscape.
Your Mission
Map current customer lifecycle stages and design 3-4 core nurture campaigns (onboarding, product cross-sell, churn prevention)
Audit and optimize existing email/push performance—identify bottom 20% campaigns and propose fixes to lift conversion rates by 15%+
Build segmentation framework in your CRM tool for personalized messaging across digital account, loans, and credit products
Establish monthly reporting dashboard tracking open rates, click-through rates, conversion rates, and revenue impact by channel
Launch 2 new product campaigns (CDC, CP, or other products) with documented success metrics and cross-functional alignment
Automate 5+ customer journey workflows (account verification → product offers → engagement recovery) reducing manual effort by 40%
A/B test 10+ messaging variations and segmentation tactics—document winning approaches and build playbooks for the team
Reduce email list decay by 20% and improve push opt-in rates through better consent management and value communication
KPIs You'll Own
Email Open Rate & Click-Through Rate
Target 25%+ open rate and 5%+ CTR; track by product segment and campaign type to identify messaging gaps.
Push Notification Engagement
Monitor opt-in rates, click-through rates, and uninstall impact; aim for 15%+ CTR on key product moments.
Conversion Funnel Velocity
Track time-to-conversion and drop-off rates across email → landing page → product signup by channel.
Customer Lifetime Value by Cohort
Measure revenue impact of CRM campaigns by acquisition cohort and engagement tier to justify marketing spend.
Churn Prevention Rate
Track win-back campaign success rate and re-engagement metrics for at-risk segments.
Tools & Stack
Your Team
Your Manager
Growth or Marketing Director (not specified)
Current Team
CRM team managing email, push, SMS, WhatsApp, and in-app campaigns; partnership with Product, Commercial, and Growth teams
New role or backfill—unclear from posting
The Package
Salary
R$90K-R$130K base
Remote
On-site in São Paulo, Brazil—full-time
Benefits & Perks
Company Intelligence
Banco BBC Digital is a Brazilian digital bank serving professionals, companies, and transport workers. They combine tradition with modern financial technology, focusing on simplicity, customer responsibility, sustainability, and ownership mentality. The bank is building an ecosystem that reinvents how people manage their financial lives.
Customers
Individual professionals, transport workers, and small businesses in Brazil
Culture
Simplicity, passion for serving, learning mindset, owner mentality, sustainability-focused, results-driven
Is This Role For You?
- You've shipped 5+ email or push campaigns and can talk confidently about what moved the needle
- You speak SQL and HTML—not fluently, but enough to pull segments and troubleshoot template issues yourself
- You've worked in fintech, payments, or banking and understand customer lifecycle economics
- You're comfortable partnering across product, sales, and growth—you see CRM as a growth lever, not just a comms channel
- You've only done one-off campaigns and haven't owned automation workflows or customer journeys
- You think CRM is just about sending emails on a schedule—you need to care about unit economics and cohort analysis
- You don't have hands-on experience with a CRM platform (Responsys, Marketo, or similar) or basic SQL
- You prefer design/creative over data and strategy—this role is measurement-first
Interview Process
Screening Call
Recruiter confirms fintech/banking experience, CRM tool proficiency, and motivation for the role
Marketing Challenge
Case study or campaign brief—design a 3-email nurture sequence for a specific product segment with segmentation logic and success metrics
Manager Interview
Deep dive on past campaign performance, CRM strategy, and how you'd approach the lifecycle roadmap for BBC Digital
Cross-Functional Panel
Meet with Product and Growth leads to discuss collaboration style and alignment on customer journey priorities
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.