···
Log in / Register
CRM Planning Specialist | Insurance
Indeed
Full-time
Onsite
No experience limit
No degree limit
Praça do Patriarca, 62 - Centro Histórico de São Paulo, São Paulo - SP, 01002-010, Brazil
Favourites
Share
Some content was automatically translatedView Original
Description

Job Summary: We are seeking a CRM lead to structure and drive the end-to-end CRM project, ensuring it becomes a strategic asset and delivers financial return. Key Highlights: 1. Act as the CRM project client, representing business needs. 2. Ensure that the CRM is a strategic asset, generating financial return. 3. Contribute to strategic decisions using customer data and intelligence. We are looking for a professional to serve as the **company’s Business Owner for CRM**, structuring and leading the end-to-end CRM project—from defining and building the Single Customer View to implementing platforms and continuously activating them through data-driven campaigns. The role aims to ensure CRM functions as a **strategic business asset**, securing financial return via monetization and relationship-building campaigns, while also supporting peer areas with data and intelligence for decision-making. **Responsibilities and Duties** #### **CRM Project (Strategic Vision and Business Governance):** * Act as the **CRM project client**, representing business needs to Technology, Data Engineering, and vendors; * Define and detail the **Single Customer View briefing**, specifying: * Required data, sources, construction rules, entity relationships, and granularity; * Usage requirements for campaigns, segmentation, personalization, and consumption by peer areas (pricing, claims, customer service, operations, among others); * Ensure the Single Customer View is built per the approved briefing, monitoring schedule, dependencies, risks, and deliverables; * Lead the **implementation of Salesforce platforms** (Data Cloud, Marketing Cloud, and Personalization), jointly with the Product Owner translating business needs into functional requirements; * Define and validate **CRM business rules**, including: * Campaign typologies; * Linking rules with sales channels; * Prioritization of campaign execution, quarantine, blocks, and customer eligibility; * Prioritize, monitor, and approve **strategic campaigns delivered within the project scope**, ensuring alignment with business goals and implementation quality. #### **Planning and Execution of Monetization and Relationship-Building Campaigns:** * Develop the **monthly campaign plan (consolidated view)**, with projected commercial and financial returns aligned to company goals; * Develop **individual campaign plans (unitary view)**, defining: * Objective, target audience, segmentation; * Value proposition, promotional mechanics, and offer; * Customer journey, contact channels, frequency, and duration; * Ensure correct campaign execution, validating journeys, rules, segmentation, executions, and final approvals; * Lead **governance forums with peer areas**, including planning, prioritization, and performance review meetings; * Analyze campaign performance, ensuring results generation, continuous learning, and strategy evolution; * Collaborate closely with areas such as **Brand Experience, Sales Channels (B2C, B2B, Bancassurance), Products, CX, Operations, Market Intelligence, IT, and Data Engineering**, influencing decisions from a customer-centric perspective.  #### **Strategic Guidance for the Company:** * Serve as the **internal reference for customer data usage**, supporting peer areas in decision-making through the Single Customer View; * Contribute to strategic decisions such as **pricing, commercial policies, claims management, customer service, and operations**, expanding CRM’s use as the enterprise-wide customer intelligence platform. **Requirements and Qualifications** * Bachelor’s degree completed in Marketing, Business Administration, Economics, or related fields; * Solid experience in **CRM, direct marketing, and data projects focused on business outcomes**; * Strong analytical capability, critical thinking, and systemic vision; * Clear communication, ability to engage multiple stakeholders, and ownership mindset; * Ability to prioritize and manage multiple projects simultaneously in dynamic environments; * Genuinely customer-centric mindset, focused on value and outcome generation. **Preferred Qualifications:** * Postgraduate degree or specialization in related fields; * Experience with CRM and data platforms (Salesforce, Responsys, Dynamics, SQL or similar); * Experience with agile methodologies and complex project delivery; * Strong Excel and data analysis skills; * Prior experience in **insurance, financial services, banking, insurtechs, or complex service companies**; * Experience across multiple sales channels (direct, partners, *bancassurance*, B2B2C); * Experience in contexts of **transformation, department setup, or implementation of new operating models**. **Additional Information** Work Model: Hybrid (2 days onsite, 3 days remote) Working Hours: 7h30/day Employment Type: CLT Location: Pinheiros/SP **Youse Seguros is a brand of CAIXA Group and CNP Assurances**, launched in 2016. Throughout this journey, we have issued **over 1.7 million contracts**, earning our customers’ trust: more than **80% choose to renew with us**. Leveraging cutting-edge technology and the talent of our people, we create simple, fast, and personalized experiences. Here, we **innovate and deliver real results—consistently, every day**. We **breathe the customer’s daily reality**, meaning we are guided by data and active listening. We have a **Growth Mindset**, taking ownership and acting proactively. We constantly evolve with creativity and adaptability, tackling challenges with a **Fresh Perspective**. We foster **Authentic Connection**, reflected in genuine collaboration and mutual trust—because we grow together. All of this guided by a clear **purpose**: #### **Making “feeling secure” an everyday experience.**

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
João Silva
Indeed · HR
Similar jobs

Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.