Lifecycle Automation Specialist

Lifecycle Automation Specialist (Clients)

We are looking for a Lifecycle Automation Specialist (Clients) to join our Marketing department. The core role mission is to building and continuously optimizing full-cycle automated communication funnels (Email, App/Web Push, In-App) to drive LTV growth and reduce churn rate.

Responsibilities

• Map and refine the end-to-end client lifecycle journey based on trading behavior, deposit history, risk tolerance, and platform engagement; create dynamic user segmentations based on real-time event tracking
• Design, build, and deploy automated trigger workflows and drip campaigns using modern CRM/Lifecycle tools; Reviewing and evaluating content from a Retention Marketing perspective within the scope of assigned campaigns
• Cross-functional collaboration with Data/BI/Engineering, Product, and Marketing teams to design compelling promotional offers, ensure accurate behavioral event tracking in the CRM, and implement advanced personalization logic using dynamic tags
• Set up structured A/B and multivariate tests for copy, send times, channel preferences, and incentives; track and report on lifecycle KPIs
• Ensure deliverability hygiene (IP warming, domain health, unsubscribe management) and partner with Legal and Compliance to align communications with regulations (GDPR, CAN-SPAM, local frameworks)
• Hands-on work with HTML/CSS templates, adapting responsive designs across diverse devices, and setting up dynamic content for specific audience segments.
• Regular monitoring of retention metrics, analyzing retention trends, and researching bottlenecks in user burnout and fatigue.
• Competitive analysis to track competitor messaging strategies and identify best practices within our niche.
• Preparing and launching regular and special promotional campaigns in compliance with brand guidelines, layout standards, and legal compliance - acting as a backup specialist

Requirements

• At least 3+ years of hands-on experience with B2C focus in designing and building event-driven automated workflows using modern CRM/ESP tools
• Proven experience executing multi-channel messaging strategies across Email, mobile/web Push, In-App messaging
• Deep understanding of how behavioral event data moves (JSON payloads, Webhooks, REST APIs, custom user attributes)
• Solid grasp of domain authentication protocols (SPF, DKIM, DMARC), IP warming strategies, spam filter mechanics, and inbox placement monitoring tools
• Proficiency in HTML/CSS for responsive email layout debugging and experience using dynamic scripting languages to personalize content based on user data
• Strong build retention cohorts, and analyze funnel performance using analytics platforms
• Proven experience in conceptualizing funnel logic and executing lifecycle campaigns across multiple stages (e.g. Onboarding, Retention, Churn Prevention, Reactivation); conceptualize funnel logic; event mapping experience
• Ability to formulate structured hypotheses and conduct rigorous A/B tests
• Advanced segmentation expertise
• Meticulous attention to detail, empathy for the trader journey, data curiosity and experimentation mindset, cross-functional collaboration skills, proactive troubleshooting, and a balance of speed and systemic quality
• Upper Intermediate English level 

Will be a plus

• Experience executing synchronized messaging strategies across SMS, and Messengers (WhatsApp/Telegram)
• Fintech/Financial product domain experience
• Understanding of how AI tools and automation can be leveraged to streamline routine in retention

We offer

• Direct ownership of the automation and communications architecture
• Opportunity to directly drive Retention & LTV and test hypotheses with full autonomy and zero micromanagement
• 20 paid vacation days per year
• 10 paid sick leave days per year
• Public holidays as per the company's approved Public holiday list
• Medical insurance
• Opportunity to work remotely
• Professional education budget
• Language learning budget
• Wellness budget (gym membership, sports gear, and related expenses)

Role mission

To design, build, and optimize automated multi-channel client journeys that maximize trader Lifetime Value (LTV). Your mission is to take ownership of the post-registration client lifecycle—from onboarding and First-Time Deposit (FTD) conversion to long-term retention and win-back. By delivering hyper-personalized, event-driven communications (Email, Push, In-App, SMS, Messengers) at exactly the right moment, you will turn passive sign-ups into loyal, active, and high-value traders.

Requirements hard skills

CRM & Lifecycle Platform Mastery: 3+ years of hands-on experience designing and building event-driven automated workflows using modern CRM/ESP tools (e.g., Braze, Customer.io, Iterable, Insider, MoEngage, or enterprise proprietary systems).

Omnichannel Orchestration: Proven experience executing synchronized messaging strategies across Email, Mobile Push, In-App messaging, SMS, and Messengers (WhatsApp/Telegram).

Event-Driven Architecture & APIs: Deep understanding of how behavioral event data moves (JSON payloads, Webhooks, REST APIs, custom user attributes). You can specify exactly what event parameters (e.g., deposit_failed, kyc_approved) the engineering team needs to pass to the CRM.

Technical Email Hygiene & Deliverability: Solid grasp of domain authentication protocols (SPF, DKIM, DMARC), IP warming strategies, spam filter mechanics, and inbox placement monitoring tools (Google Postmaster, GlockApps).

Dynamic Templating & HTML/CSS: Proficiency in HTML/CSS for responsive email layout debugging and experience using dynamic scripting languages (e.g., Liquid, Jinja) to personalize content based on user data.

Data Analytics & Segmentation: Strong ability to query data, build retention cohorts, and analyze funnel performance using analytics platforms

Requirements soft skills

Meticulous Attention to Detail: In automated CRM systems, a wrong variable or misconfigured segment can send incorrect emails to tens of thousands of real clients. You have a "double-check everything" mindset when testing triggers, dynamic tags, and audience filters before hitting "Activate."

Empathy for the Trader Journey: You understand trader psychology—their hesitation during KYC, their frustration when a deposit fails, and their mindset before making a first trade. You design messaging that genuinely helps and guides the user rather than feeling like intrusive spam.

Data Curiosity & Experimentation Culture: You aren't satisfied with "good enough" open rates. You have a natural drive to hypothesize, run structured A/B tests, analyze the data, and continuously optimize every step of the funnel.

Cross-Functional Collaboration: You act as a bridge between Product, Data/BI, Compliance, and Marketing teams. You can clearly communicate your technical data needs to developers and compliance requirements to creative teams.

Proactive Ownership & Troubleshooting: When a conversion rate drops or an automated trigger breaks, you don't wait for someone else to notice. You actively monitor system health, diagnose the root cause, and fix the issue quickly.

Balance of Speed and Systemic Quality: You can execute quick-win campaigns on short notice during high market volatility, while simultaneously building robust, scalable long-term automation workflows.

Responsibilities

1. Journey Mapping & Behavioral Segmentation
Map and continually refine the end-to-end client lifecycle journey based on trading behavior, deposit history, risk tolerance, and platform engagement.

Create dynamic user segmentations based on real-time event tracking (e.g., "Registered but no KYC", "Deposited but no trade in 7 days", "High-volume trader").

2. Campaign Building & CRM Automation
Design, build, and deploy automated trigger workflows and drip campaigns using modern CRM/Lifecycle tools (e.g., Braze, Customer.io, Iterable, Insider, or proprietary CRM).

Write or oversee compelling, high-converting copy for emails, push notifications, and in-app banners tailored to trader personas.

3. Personalization & Data Integration
Partner with Data/BI and Product teams to ensure all necessary event data (deposits, trades, platform logins, balance changes) are accurately passing into the CRM.

Utilize dynamic tags and personalization logic to make every client feel like the message was tailored specifically for them.

4. Experimentation & Reporting
Set up structured A/B and multivariate tests for copy, send times, channel preferences, and incentives.

Track, analyze, and regularly report on lifecycle KPIs (Open Rates, CTR, Conversion to FTD, Retention Rate, LTV, Unsubscribe Rates).

5. Compliance & Deliverability Governance
Ensure strict deliverability hygiene (IP warming, domain health, unsubscribe management).

Partner with Legal and Compliance to guarantee all client communications align with global financial promotions regulations (GDPR, CAN-SPAM, local regulatory frameworks).