General
Join Rasan as Senior Specialist – CRM to translate data into smarter customer journeys, own the CRM platform, and boost retention, activation, and value across teams.
Job Summary
Rasan is looking for a Senior Specialist – CRM who is passionate about data-driven customer engagement and has a proven track record of delivering impactful CRM strategies in fast-paced digital environments. In this role, you will be at the core of Rasan’s customer relationship efforts – owning the end-to-end management of CRM systems, designing and executing targeted lifecycle campaigns, and translating customer data into actionable insights that improve retention, engagement, and lifetime value. You will work cross-functionally with Marketing, Product, Sales, and Technology teams to ensure CRM strategies are tightly aligned with business objectives and consistently deliver measurable outcomes. This role requires a sharp analytical mindset, hands-on CRM platform expertise, and the ability to operate both strategically and tactically in a high-growth fintech company.
Job Objectives
· Own and continuously optimize Rasan’s CRM ecosystem to ensure customer data is accurate, segmented effectively, and leveraged to its full potential across all touchpoints and lifecycle stages.
· Design and execute targeted, data-driven CRM campaigns that drive measurable improvements in customer acquisition, activation, retention, and reactivation across Rasan’s digital platforms.
· Translate complex customer behavioral data into clear, actionable insights that inform marketing strategy, product decisions, and customer experience improvements across the organization.
· Build and scale marketing automation workflows and personalization capabilities that deliver the right message to the right customer at the right time – at scale.
· Act as the internal CRM champion, collaborating with Marketing, Product, Sales, and Technology teams to ensure CRM strategy is integrated into every stage of the customer journey.
· Establish a robust CRM reporting framework that tracks key performance indicators – including retention rate, churn, customer lifetime value (LTV), and campaign ROI – enabling data-driven decision-making at all levels.
Job Responsibilities
CRM System Management and Optimization
· Own the day-to-day management, configuration, and continuous optimization of Rasan’s CRM platform(s), including Salesforce, HubSpot, Zoho, or equivalent enterprise tools.
· Ensure the integrity, accuracy, and completeness of customer data within the CRM – establishing and enforcing data governance standards, deduplication processes, and hygiene protocols.
· Design and maintain a robust customer segmentation architecture that enables precise targeting based on behavior, lifecycle stage, product usage, demographics, and engagement history.
· Develop and manage customer journey maps and automated touchpoints within the CRM, ensuring every interaction is personalized, timely, and aligned with the customer’s stage in the lifecycle.
· Identify and implement CRM system enhancements, integrations, and new feature rollouts in collaboration with the technology team to expand platform capabilities.
Campaign Management and Marketing Automation
· Plan, build, execute, and continuously optimize multi-channel CRM campaigns across Email, SMS, Push Notifications, and In-App messaging – from initial brief through to post-campaign analysis.
· Develop sophisticated audience segmentation and targeting strategies that maximize campaign relevance, engagement rates, and conversion outcomes.
· Design and implement automated marketing workflows, including welcome series, onboarding flows, behavioral triggers, re-engagement sequences, and loyalty programs.
· Conduct rigorous A/B and multivariate testing across campaign elements – subject lines, messaging, timing, channel, and creative – to systematically improve campaign performance.
· Monitor campaign performance in real-time, identifying optimization opportunities and making data-driven adjustments to maximize ROI and customer engagement.
Customer Insights and Data Analytics
· Analyze large volumes of customer behavioral, transactional, and engagement data to uncover meaningful patterns, trends, and opportunities that inform CRM and marketing strategy.
· Build and maintain comprehensive CRM dashboards and performance reports that track key metrics, including retention rate, churn, LTV, NPS, campaign conversion, and engagement rates.
· Develop customer health scoring models and predictive indicators that enable proactive intervention before customers churn or disengage.
· Deliver regular and ad-hoc analytical reports to marketing leadership and senior stakeholders, translating complex data into clear business narratives and actionable recommendations.
· Leverage data visualization tools (Power BI, Tableau, or equivalent) to present customer insights in a compelling, accessible format for both technical and non-technical audiences.
Customer Retention, Lifecycle, and Loyalty
· Design and own Rasan’s end-to-end customer lifecycle marketing strategy – covering acquisition, onboarding, activation, engagement, retention, and win-back stages.
· Develop and execute targeted retention programs that proactively identify at-risk customers and deploy personalized interventions to reduce churn and extend customer lifetime value.
· Build and manage loyalty and rewards initiatives that deepen customer relationships, increase product adoption, and strengthen brand affinity across Rasan’s platform ecosystem.
· Implement advanced personalization strategies leveraging customer data, behavioral signals, and predictive models to deliver highly relevant experiences at scale.
· Continuously evaluate retention and lifecycle program performance, iterating based on data, customer feedback, and evolving business priorities.
Cross-Functional Collaboration and Stakeholder Management
· Serve as the CRM subject matter expert and strategic partner for Marketing, Sales, Product, and Technology teams – ensuring CRM capabilities are fully leveraged across all business functions.
· Collaborate closely with the Product team to integrate CRM data and insights into product development decisions, feature prioritization, and in-app engagement strategies.
· Partner with the Sales team to develop lead nurturing workflows, pipeline management processes, and sales enablement communications that accelerate conversion and improve close rates.
· Align CRM strategies with broader business objectives by maintaining regular communication with senior stakeholders, presenting performance updates, and proactively flagging risks or opportunities.
· Support the onboarding and training of internal teams on CRM tools, processes, and best practices to ensure consistent and effective platform usage across the organization.
Job Requirements
Educational Qualification
· Bachelor’s degree in marketing, Business Administration, Computer Science, Data Analytics, or a related field.
Licenses & Certifications
· Certifications in CRM platforms (e.g., Salesforce Certified Administrator, HubSpot CRM Certification) or digital marketing (Google Analytics, CRM Academy) are a strong advantage.
Previous Work Experience
· 4–6 years of progressive experience in CRM, Digital Marketing, or Customer Experience roles, with a demonstrated track record of managing CRM platforms and delivering data-driven lifecycle marketing programs that have achieved measurable improvements in retention, engagement, and customer lifetime value. Experience in a technology company, fintech, Insurtech, or e-commerce environment is strongly preferred.
Skills and Abilities
· Deep hands-on expertise with enterprise CRM platforms, including Salesforce, HubSpot, Zoho CRM, or equivalent – covering configuration, segmentation, automation, and reporting.
· Strong proficiency in multi-channel campaign management across Email, SMS, Push Notifications, and In-App messaging, with experience using marketing automation tools (e.g., Braze, Klaviyo, Marketo, or equivalent).
· Advanced analytical skills with strong proficiency in Excel, SQL (basic to intermediate), and data visualization tools (Power BI, Tableau, or equivalent).
· Solid understanding of customer lifecycle marketing principles, including segmentation strategy, behavioral targeting, A/B testing, and conversion optimization.
· Strong commercial acumen with the ability to connect CRM performance metrics (retention, churn, LTV, CAC) to broader business outcomes and translate data into strategic recommendations.
· Excellent written and verbal communication skills in Arabic and English, with the ability to present complex data insights clearly to both technical and non-technical audiences.
· Proven ability to manage multiple concurrent campaigns and projects in a fast-paced environment while maintaining high standards of quality and attention to detail.
· Collaborative, solutions-oriented mindset with strong cross-functional relationship-building skills and experience working with Marketing, Product, Sales, and Technology teams.
- Department
- Marketing
- Role
- Senior Specilast - CRM
- Locations
- Egypt
- Remote status
- Hybrid
About Rasan
Our journey began in 2016 when we realized the burning needs of KSA’s insurance sector. To fulfil the unmet needs in the market, we had to disrupt legacy approaches with technology needed for a digital age. Today, we are market leaders, committed to improving digital experiences for thousands of people and businesses every single day.