Senior Manager, Customer Value

About the role

A global financial services and trading organization is looking for a data-driven Senior Manager, Customer Value. The role bridges Product, CRM and Trading to commercialize loyalty programs and drive revenue diversification, leading global campaigns that deliver high profit margins while using behavioral data to grow.

Key responsibilities

• Own the customer value Key Results: increase trading activity, portfolio diversification and loyalty tier migration, moving users from the bottom of the funnel to high-value tiers
• Develop and implement a revenue diversification strategy and workflow with regional owners and stakeholders
• Drive adoption of crypto funding mechanisms across the global client base
• Drive revenue diversification for key trading products (FX majors, indices, cryptocurrencies) and increase trading revenue through cross-selling, building automated cross-selling journeys with Data and CRM
• Create monthly and quarterly customer value plans and roadmaps, and develop marketing plans for loyalty program commercialization
• Build and test value toolkits for different customer segments
• Lead end-to-end global campaign strategy and execution, scaling initiatives such as digital trading contests and instrument-specific promotions while keeping promotional costs under control to maintain profit margins of 50% or higher
• Use Power BI, Bloomberg and Amplitude to track trading trends and growth opportunities

Required profile

• 7+ years of experience in Customer Value Management, preferably in brokerage or financial services
• Proven ability to identify opportunities and solve business challenges with data
• Experience managing customer value initiatives, including loyalty program strategy and operations
• Demonstrated success leading global campaigns with high cost efficiency
• Solid understanding of financial trading instruments (FX, metals, indices, cryptocurrencies, commodities) and current market trends
• Strong communication and stakeholder management skills, able to align Product, Trading, CRM, Client-Facing and business teams

Required skills

• Behavioral analytics platforms such as Amplitude
• Business intelligence tools such as Power BI
• Financial data platforms such as Bloomberg