The Challenge
A leading fintech disrupting investment access is building its CRM foundation from the ground up. You'll architect their entire customer data strategy, manage automations across acquisition-to-retention, and lead a junior manager—with full autonomy to reshape how they engage investors and entrepreneurs.
Your Mission
Audit current CRM setup (Typeform, Calendly, member portal) and define target architecture with tech team
Design lead scoring model and segment strategy for investor vs. entrepreneur funnels
Deploy 3-5 automated workflows (onboarding, nurture, re-engagement) using Make/Zapier
Establish baseline metrics: conversion rates, email engagement, segment health scores
Complete CRM tool evaluation and implement new platform (if needed) with full data migration
Build multi-channel campaign engine (email, SMS, WhatsApp, in-app notifications) with A/B testing framework
Train and empower junior CRM manager to own campaign execution and daily optimizations
Achieve 20%+ uplift in conversion rates and document all workflows for scalability
KPIs You'll Own
Lead-to-Member Conversion Rate
Track conversion efficiency across investor and entrepreneur funnels with segment-level visibility.
Email Engagement Rate
Monitor open, click, and reply rates by segment to inform nurture sequence optimization.
Automation ROI
Measure revenue or engagement impact per automated workflow to justify tool spend and prioritize builds.
Data Quality Score
Track completeness and accuracy of contact records across CRM to ensure reliable segmentation.
Customer Lifetime Value by Cohort
Measure retention and expansion revenue for members acquired through different campaigns.
Tools & Stack
Your Team
Your Manager
CEO or Chief Commercial Officer (not specified)
Current Team
1 CRM Manager Junior (direct report), embedded with Tech, Sales, and Online teams
New backfill or expansion—junior manager already in place
The Package
Salary
€50K-€70K base
Remote
Hybrid (Paris-based, 2-3 days on-site)
Benefits & Perks
Company Intelligence
A premium fintech platform democratizing exclusive investment opportunities for entrepreneurs and investors. Positioned as an elite ecosystem bridging visionary founders with capital, the company is rapidly scaling with visionary leadership and a startup-level agility.
Team Size
30
Customers
High-net-worth investors, entrepreneurs, deal flow
Culture
Excellence-driven, ROI-focused, startup agility meets operational rigor
Is This Role For You?
- You've led CRM implementations or major platform overhauls (5–8 years hands-on experience)
- You're fluent in automation tools (Make, Zapier) and no-code integrations (Typeform, Calendly)
- You thrive on analytics: you translate data into concrete optimization wins (segmentation, scoring, workflows)
- You want full ownership—no stakeholder theatre, real strategic control and direct reports
- You need prescriptive processes or heavy governance—this is a structural build-from-scratch role
- You're averse to hands-on execution: you'll code workflows, not just delegate them
- You lack fintech/B2B SaaS experience in customer lifecycle optimization
Interview Process
Phone screen
Discuss CRM experience, largest automation project you've led, and your approach to tool selection
Case study
Walk through a real CRM challenge (e.g., designing a scoring model or migration plan) on a call
Stakeholder meeting
Meet tech lead and sales team to discuss integration strategy and process alignment
Final interview
CEO or Chief Commercial Officer on vision, autonomy expectations, and leadership of junior manager
Interested in this role?
Apply now and hear back within days, not weeks.
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About Growth Marketing Roles
Growth marketers drive user acquisition, activation, and retention through data-driven experimentation. They sit at the intersection of product, data, and marketing — running A/B tests, building funnels, and scaling what works.