Customer Engagement Marketing Specialist

1 week ago


Sunnyvale, California, United States Linqto Full time
Welcome to Linqto

Linqto is a cutting-edge investment platform designed for Accredited Investors, enabling them to discover, assess, invest in, and trade securities from top-tier unicorns and other private enterprises. Our goal is to democratize access to private investments and foster a community of investors who share similar interests, offering both a robust investment platform and educational resources about private markets and specific companies.

Position Overview:

As a Lifecycle Marketing Lead at Linqto, your primary responsibility will be to engage our clientele to enhance retention, loyalty, and overall customer lifetime value. You will take charge of implementing strategies across multiple channels, including email, web, SMS, on-device notifications, loyalty programs, and referral initiatives.

Key Responsibilities:
  • Collaborate with essential stakeholders to gain insights into customer segments and market dynamics
  • Oversee and execute customer lifecycle marketing initiatives
  • Evaluate, track, and refine program methodologies
  • Provide project updates to stakeholders
  • Manage CRM platforms and curate a CRM calendar
  • Design and implement new automated marketing campaign workflows
Qualifications:
  • Minimum of 5 years of experience in CRM and lifecycle marketing within the financial sector
  • Demonstrated proficiency in crafting narratives for financial services
  • Familiarity with CRM technology management
  • Strong customer-centric approach and enthusiasm
  • Proven track record of achieving measurable outcomes
  • Expertise in email automation
  • Ability to convert analytical data into strategic insights
  • Technical skills in HTML coding
  • Exceptional time management abilities
Why Linqto:

We are a team that appreciates and nurtures each other's strengths while driving innovative solutions. If you have a passion for financial services and are seeking a full-time remote opportunity with a competitive compensation package, including benefits such as equity options and bonus programs, this role may be an excellent fit for you.



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