# Head of CRM

> CXM Direct LLC · Cyprus (Remote) · Full-time · Posted 2026-11-10

**Workplace:** remote

**Department:** Marketing

## Description

CXM is looking for a Head of CRM to own our CRM system as the operational backbone of the business. This is not a campaign role. You will design, implement and run the processes inside the CRM that drive Sales, Business Development and Marketing. The goal is that every client-facing team works inside the CRM every day, and that those processes lead to measurable financial results.

You will work closely with our Marketing Analytics specialist, who owns end-to-end attribution, customer journey mapping, and lead and client scoring. Your job is to make sure that data is used where it matters: in the hands of Sales Managers and BDMs, at the moment they need it.

What You’ll Do

CRM ownership and implementation

-   Own the full setup, configuration and ongoing development of the CRM: data structure, pipelines, deal stages, automations, permissions and reporting.
-   Lead implementation projects and integrations with our trading platforms, back office, marketing tools and analytics stack.
-   Drive adoption across teams. Set the standards for how the CRM is used, train users, and make sure processes are actually followed.
-   Act as the internal authority on what the CRM can do and how to get the maximum value from it.

Sales processes

-   Build CRM workflows that make the CRM the starting point of every Sales Manager’s day.
-   Set up automatic lead and client distribution rules and automatic task creation for first contact, company introduction and first sale.
-   Design deal pipelines for new leads and registrations (onboarding, activation, first deposit) and for existing clients (upsell, retention).
-   Create automated reports and alerts that show Sales Managers which clients are cooling down: falling trading activity, no recent contact, or no recent trades. Every one of these signals should turn into a clear next action.

Retention and reactivation

-   Build reactivation systems that automatically segment inactive or declining clients, create tasks and launch reactivation plans.
-   Prioritise high-value segments, for example long-standing clients who generated significant revenue and have stopped trading.

Business Development (IBs, affiliates and partners)

-   Design the CRM processes for BDMs managing Introducing Brokers, affiliates and other partners.

-   Give BDMs visibility of partner performance: referred clients, trading activity of those clients, rebates and partner engagement.
-   Set up workflows for partner onboarding, activation, growth and early warning when a partner’s traffic or client activity drops.

Marketing alignment

-   Make sure marketing data appears where it is needed. A Sales Manager or BDM opening a client card should instantly see who the client is, where they came from, their traffic source, their original interest and their current customer journey stage.
-   Work with the Marketing Analytics specialist so that attribution, journey stages and scoring flow correctly into the CRM and drive prioritisation and automation.
-   Make sure Sales, BD and Marketing operate as one connected system rather than in separate silos.

Reporting and performance

-   Build dashboards and KPIs for management covering pipeline, conversion, deposits, retention, reactivation and partner performance.
-   Continuously improve processes based on data and feedback from the teams.

## Requirements

-   5+ years of experience in CRM management, sales operations or leading CRM implementation in financial companies.
-   Experience in online trading, brokerage, fintech or iGaming is a must.
-   A solid understanding of how sales, business development and marketing processes work, and how a CRM supports each of them. You’ve built these processes before, not just administered the system.
-   Hands-on experience configuring a major CRM (Zoho, HubSpot, Salesforce or a brokerage-specific CRM): pipelines, automations, routing rules, reporting.
-   Experience with lead distribution, task automation, deal pipelines, retention and reactivation workflows.
-   An understanding of partner and affiliate models. Experience with IB programmes and rebate structures is a strong advantage.

## Benefits

### What We Offer

-   Fully remote working with minimal meeting overhead.
-   Ownership of CRM across **12 international markets**.
-   Genuine opportunity to build and improve the customer lifecycle function.
-   An established business with the resources and budget to execute ambitious CRM initiatives.
-   Freedom to test, learn, and implement new ideas.
-   Competitive, above-market compensation.
-   KPI-linked bonus connected directly to CRM and business performance.

### Recruitment Process

**Stage 1:** HR interview — experience, motivation, and fit.  
**Stage 2:** CMO interview — CRM expertise, strategy, and relevant experience.  
**Stage 3:** CEO interview, where required.

## Apply

[Apply at CXM Direct LLC](https://apply.workable.com/cxmdirect/j/ADAD981DD4/apply)

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