Customer Journey Manager - FX & CFDs Industry - Malaysia

SummitNext

  • Kuala Lumpur
  • Permanent
  • Full-time
  • 27 days ago
  • Apply easily
About the Role:Were looking for a Customer Journey Manager to enhance and drive the FX and CFDs trader lifecycle. In this role, you will spearhead targeted multi-channel campaigns, leverage data-driven segmentation, and partner closely with cross-functional teams to increase trader activation, retention, and ongoing engagement while ensuring all communications remain compliant and timely.What will you doLifecycle Strategy & Optimization
  • Develop and continuously refine the trader journey from initial lead through to loyal, high-value client.
  • Identify and tailor engagement approaches for key lifecycle phases, including onboarding, active trading, dormancy, and churn risk.
  • Build detailed customer personas and journey maps informed by trading data and segment insights.
Campaign Planning & Execution
  • Design and deploy personalized campaigns across channels such as email, SMS, push notifications, and WhatsApp to drive trader activation, retention, and reactivation.
  • Own the onboarding experience, guiding traders smoothly from account setup through their first deposit and trades.
  • Implement strategies to win back inactive or churned traders.
Data Analytics & Segmentation
  • Utilize CRM and analytics data to segment traders by behavior, geography, and value tiers.
  • Track and analyze campaign performance, engagement rates, and lifetime value metrics.
Marketing Technology & Automation
  • Manage CRM and marketing automation platforms (Salesforce, Braze, HubSpot, etc.) to deliver personalized, timely, and compliant communications.
  • Conduct A/B testing and optimize campaign flows based on data insights.
Cross-Team Collaboration
  • Collaborate with product, compliance, support, and growth teams to ensure lifecycle communications are aligned with business priorities and platform updates.
  • Integrate lifecycle marketing efforts with broader promotional campaigns and educational content.
What makes you a great fit
  • Bachelors degree in Marketing, Business, Economics, or related discipline
  • 4 to 7 years of experience managing CRM, lifecycle marketing, or customer engagement, ideally within brokerage, fintech, or digital platform environments
  • Strong knowledge of trader psychology, trading behavior, and the FX/CFD lifecycle
  • Proven ability to design and manage effective user journeys and retention programs
  • Solid analytical skills, with experience in segmentation and funnel analysis
  • Proficiency with CRM and marketing automation tools such as Salesforce, HubSpot, or Braze
  • Exceptional project management skills and a collaborative mindset
Preferred Experience
  • Experience working in a regulated financial environment (e.g., ASIC, FCA, CySEC)
  • Familiarity with trading platforms such as MT4, MT5, or proprietary apps
  • Knowledge of email deliverability, personalization logic, and campaign metrics
  • Ability to craft or adapt compelling messaging tailored to user personas and behaviors
What We Offer
  • Strategic role within a fast-growing global brokerage with ambitious expansion plans
  • Autonomy to lead and shape lifecycle and retention strategies
  • Exposure to a high-volume, high-growth digital business environment
  • Competitive salary, performance-based bonuses, and opportunities for professional growth

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