CRM Analyst
* Improve the quality of customer data and work with the retail team to ensure best practice in data collection;
* Devise CRM action plans based on data to improve client recruitment, retention and development;
* Generate monthly reports per boutique centred on client metrics and KPI compliance;
* Collect, organize and analyze data to recommend specific actions;
* Coordinate the implementation of action plans based on performance analysis;
* Organizing interdepartmental projects;
* Assist in the development of strategies and tools to support the retail team in achieving the best commercial results, covering training and observation;
* Support E-Commerce to identify customers and patterns to drive better strategies.
Requirements & Capabilities:
* Bechelor's Degree or above;
* Strong analytical skills, experience in producing high-level client analysis is a must;
* Great capacity of leading and organizing multiple projects with great attention to detail;
* Strong business thinking and sensitivity to new trends in the market;
* Excellent communication, problem-solving skill, effective and persuasive;
* Fluent in oral and written English and Portuguese;
* Proficiency in Microsoft Word, PowerPoint, Excel;
* Proficiency in BI tools (Power BI and/or IBM Cognos);
* Desirable knowledge of programming languages (SQL, Python, etc.).
- Rate: Not Specified
- Location: Sao Paulo, BR-SP
- Type: Permanent
- Industry: Finance
- Recruiter: Hermes
- Contact: Not Specified
- Email: to view click here
- Reference: 300001990688176
- Posted: 2025-09-09 08:19:15 -
- View all Jobs from Hermes
More Jobs from Hermes
- U.S. Private Bank- Investment Specialist- Associate (GIO)
- Content Design Vice President
- Client Solutions Manager - Payments - Vice President
- Vice President- Product Manager - Home Lending Transformation
- Lead Software Engineer - React Frontend Lead
- Wealth Management Solutions, Trust & Estates- Estate Officer - Vice President
- Branch Manager - Brooklyn North, NY
- J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowa
- Tech Risk and Controls Lead
- Asset Management - Municipal Research Analyst - Vice President
- Payments Investigations Vice President - Operations
- Asset Management - Private Equity Associate - Program Associate
- Commercial Banker - Mid-Corporate Banking - Vice President
- Client Service Senior Manager
- Data Product Owner - Senior Associate
- Associate - Global Corporate Banking Real Estate
- Part Time (30 Hours) Associate Banker, Wickenburg Branch, Wickenburg, AZ
- Branch Manager - Nashville Market - Nashville, TN
- Regulatory Reporting Policy - Senior Associate
- Content Design Vice President