CRM Strategist

HFM is an internationally acclaimed multi-asset broker, delivering cutting-edge trading tools, platforms, and conditions to traders worldwide. We are committed to innovation, transparency, and excellence in the financial markets. As we continue to expand, we are seeking a results-driven, experienced CRM Strategist to strategise the development, execution, and optimisation of our automation and customer retention efforts. This role requires a deep understanding of the financial markets, customer retention, and regulatory-compliant communication.

The CRM Strategist will be responsible for crafting data-driven, hyper-personalised lifecycle communications that enhance customer acquisition, boost conversion, and promote retention and reactivation. The role blends technological expertise with analytical skills, demonstrating a strong focus on strategy and behaviour psychology to enhance customer journeys and maximise lifetime value (LTV) through multi-channel communications.

Your role at HFM:
Strategy and Campaign Development:

• Develop campaign strategies grounded in customer data, data-driven insights, and client lifecycle understanding to support business growth. This includes creating automated workflows, and targeted campaigns.
  
• Strategise multi-stage, omni-channel campaigns targeting conversion, retention, reactivation, low activity, onboarding, education, and loyalty objectives.
  
• Use behavioural and trading data to personalise communications and enhance message relevance.
  
• Design market and region-specific customer journeys tailored to localised client needs.
  
• Build dynamic segmentation strategies using trading behaviours, demographics, psychographics, and platform interactions.
  
• Leverage dynamic content blocks and conditional logic for deep personalisation.
  

Platform:

• Demonstrate platform knowledge and technical execution in marketing automation platforms, including Journey Builder, Automation Studio, Email Studio, and Contact Builder.
  
• Oversee platform configuration, maintenance, and data to support campaign scalability and compliance.
  
• Ensure accuracy of CRM data, compliance with regulatory standards, and campaign scalability.
  
• Configure the CRM system, manager user permissions, integrate third-party tools, and troubleshoot issues.
  

Stakeholder collaboration:

• Partner closely with Content, Design, Product, Sales, and Analytics teams to ensure alignment on messaging, timing, and client insights.
  
• Provide strategic recommendations to Marketing and Sales leaders based on CRM intelligence and testing outcomes.
  
• Coordinate with Marketing, Sales, and IT teams to ensure CRM systems and initiatives align with overall company goals.
  

Continuous optimisation:

• Monitor campaign performance closely to identify client actions, drop-off points, and engagement trends based on the reporting.
  
• Conduct A.B and multivariate testing on subject lines, journey paths, send times, CTAs, and messaging frameworks.
  
• Apply findings to improve campaign ROI and enhance client experience.
  
• Continuously optimise these journeys to shorten time-to-vanlue, boost activation rates, and increase client longevity.
  

Analytics and Reporting:

• Review and maintain dashboards and reports to track CRM campaign performance with clear links to business KPIs.
  
• Collaborate closely with the analytics team to identify opportunities for new campaigns, refinements, and strategic growth.
  
• Translate complex data into clear, actionable insights tailored for different regions and countries.
  

Requirements

• 5 years of CRM marketing experience, including at least 3 years in a strategic role within the financial markets, is a must.
  
• Extensive experience in the Forex industry (5 years), with a deep understanding of client behaviour, regulatory considerations, and industry dynamics, is a must.
  
• Bachelor's degree in Marketing, Business, Communications, or a related field (Master's degree is a plus).
  
• Proven track record in strategising, developing, executing, and optimising high-performing CRM and lifecycle marketing campaigns across multiple languages and regulatory environments.
  
• Strategic thinker with strong leadership, collaboration, and project management skills, with the ability to align cross-functional teams around CRM goals.
  
• Proficiency in CRM and marketing technologies, including automation platforms and BI tools.
  
• Data-driven mindset with the ability to interpret reports and complex data sets and translate them into actionable insights and personalised strategies to inform decision-making.
  
• Excellent communication skills and a keen understanding of behavioural psychology, allowing you to craft messaging that resonates and converts.
  
• Strong attention to detail and organisational skills with the ability to thrive in a fast-paced, regulated environment.
  
• Fluent in English, with excellent written and verbal communication skills.
  

Applicants must be eligible or have legal authorization to work in the country where the position is based.

Benefits

• Hybrid Work Model (up to 2 days working from home).
  
• 22 days of Annual Leave (reaching up to 30 days per year based on years' service)
  
• Comprehensive Health & Life Insurance (from day one)
  
• Friday afternoons off in Summer (July & August)
  
• Birthday Leave
  
• Gym Membership (Larnaca)
  
• Referral Bonus
  
• Paid Time Off for Training & Education
  

Ready to Kick Off an Exceptional Career?

Join HFM and shape your future with a company that values growth, innovation and people.

Sounds like you? Let's write the next chapter together.

All Applications will be handled with the strictest confidentiality.

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