CRM Strategy & Planning Analyst

About the area:

The CRM Strategy & Planning area is responsible for designing and executing strategies that drive the customer lifecycle of BTG Pactual, connecting data, technology, and relationships to generate engagement and growth. We act in partnership with Marketing, Commercial, and Data Analytics teams, ensuring personalized digital experiences and journeys that maximize value for the customer.

In your day-to-day:

You will be a key piece in the evolution of BTG's digital journeys, connecting data and experience to generate real impact on the engagement and performance of our investment products. Your day-to-day responsibilities:

Define and implement multichannel communication strategies (e-mail, Whatsapp, push, banners), aligned with business goals.

Ensure CRM best practices and process automation.

Structure journeys and relationship rules based on data and customer behavior with investment and banking products.

Participate in and develop the strategy for seasonal and multichannel campaigns.

Conduct A/B tests and analyses to optimize campaigns and increase conversion.

Work with data teams to generate insights on engagement and performance.

Monitor KPIs, create reports, and present results to stakeholders.

Participate in strategic projects and seasonal campaigns with a focus on growth.

Interface with different stakeholders in terms of seniority and scope.

What we expect from you:

Experience in CRM, commercial campaigns, and integration with Marketing, Sales, and Product.

Knowledge of Salesforce tools (Marketing Cloud, Data Cloud, Personalization, and Sales Cloud).

Ability to create objective briefings and manage campaign flow, ensuring the assertiveness of actions and communications.

Analytical profile with knowledge of PowerBI/Tableau and SQL language.

Advanced English and/or Spanish is essential.

Having knowledge or experience with offshore products (investments and banking) will be a differentiator.

Availability to work 100% in-person on Av. Paulista.

Benefits:

Profit Sharing (PLR);

Food and Meal Allowance;

Medical Plan;

Dental Plan;

Daycare/Nanny Allowance;

Transportation Voucher;

WellHub;

TotalPass;

Employee Assistance Program (EAP);

Optional plans such as Private Pension and Life Insurance;

Pharmacy Discount;

Nutrition Program;

Pregnancy Program;

Extended Maternity and Paternity Leave – Citizen Company