Conversion & Retention Manager - Fx & Cfds Industry

1 semana atrás

Brasília, Brasil SummitNext Technologies Sdn Bhd Tempo inteiro

**Overview**

We are seeking a highly experienced Conversion and Retention Manager to lead our client's growing sales conversion and client retention teams in the FX & CFDs brokerage industry.

You will be responsible for driving performance, coaching team members, setting KPIs, and contributing to revenue growth through effective conversion and retention strategies.

**What will you do**:
**Team Leadership & Management**
- Lead, coach, and manage a Conversion and Retention team of at least 20 members (Team Leaders, Conversion Agents, Retention Agents, Account Managers).
- Set clear daily, weekly, and monthly KPIs for the team focused on:

- ** New client conversion (lead-to-first-deposit rate).**:

- ** Client activation and trading activity.**:

- ** Client retention and reactivation.**:

- ** Client lifetime value** (LTV).
- Conduct regular performance reviews, coaching, and mentoring to ensure high team engagement and productivity.
- Create and maintain a high-performance, sales-driven team culture.

**Conversion & Retention Strategy**:

- Define and implement effective strategies to improve:

- Conversion rates at each stage of the sales funnel.
- Client activation and trading engagement.
- Retention rates of existing and high-value clients.
- Work closely with Marketing, Business Development, and Dealing Desk teams to align campaigns and offers with client needs.
- Drive personalized client journey mapping to optimize the experience across different segments.

**Process & Performance Optimization**
- Utilize CRM systems to monitor team activity and pipeline.
- Analyze performance data and conversion/retention metrics to identify trends, challenges, and opportunities.
- Optimize internal processes, scripts, and workflows to improve efficiency and outcomes.
- Ensure full compliance with regulatory requirements and company policies.

**Market Intelligence & Reporting**
- Stay informed about industry trends, competitor offerings, and client feedback.
- Provide actionable insights and detailed reports to senior leadership.

**How are we looking for**:

- Minimum 3 years of experience managing a Conversion and Retention team of 20+ members in the FX & CFDs brokerage industry.
- Strong track record in driving FTDs, trading volume, client activation, and retention KPIs.
- In-depth understanding of the FX & CFDs sales funnel and client life cycle.
- Strong leadership, coaching, and team development abilities.
- Data-driven mindset with experience in analyzing performance metrics and driving continuous improvement.
- Proficient in CRM systems and sales performance tracking tools.
- Excellent communication, negotiation, and stakeholder management skills.
- Ability to thrive in a fast-paced, target-driven, and international environment.
- Bachelors degree in Business, Finance, Marketing, or a related field preferred.

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