CRM Lead

Write and manage copy for push notifications, in-app messages, emails, and WhatsApp sequences guiding users through financial processes like KYC, onboarding, and loans.

Design, map, and optimize automated user communication journeys to improve retention and recover funnel drop-offs based on user behavior data.

Collaborate with Product Managers and Tech Leads to implement and trigger targeted messaging while controlling notification frequency to avoid user churn.

Direct fintech or digital banking copywriting experience, especially in product and lifecycle campaigns for digital banking, lending, payments, or investment apps.

Hands-on experience with CRM tools such as MoEngage, CleverTap, WebEngage, or Braze for setting up and sending campaigns.

Ability to analyze funnel drop-off data and apply insights to improve copy effectiveness.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced strategist capable of independently owning retention metrics and iteratively improving campaign performance through copy adjustments.

Strong analytical mindset with proficiency in interpreting user behavior and funnel data to inform messaging.

Skilled at simplifying complex financial concepts into clear, concise messages that drive user trust and action.