Summary of the CRM Marketing Officer | SM&W job at Natixis in Portugal

Company Description

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE worldwide. 

As part of Groupe BPCE’s international division, Natixis in Portugal designs and delivers solutions for its two core areas – Corporate & Investment Banking and Asset & Wealth Management – as well as transversal services that support all entities across the Group. 

With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross-functional way, supporting all business lines and platforms of the Group. 

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

Job Description

If you are looking to take the next step in your professional journey, we invite you to introduce yourself! We are actively looking for spontaneous applications to build a strong talent pool of CRM Marketing Officers.

Are you the right fit? We are looking for someone who:

• Has a passion for data and the power of customer relationships.
• Has an appetite for transforming complex data into personalized customer journeys.
• Possesses a keen eye for detail and an unwavering commitment to delivering quality.
• Is highly organized and capable of managing multiple campaigns simultaneously.
• Brings strong collaborative skills and a sharp focus on results.
  
  If this sounds like you, submit your spontaneous application. We will contact you as soon as the right opportunity comes up.

Key Responsibilities:  

Campaign and Project Management: 

• Manage the CRM campaign schedule, ensuring timely delivery and excellent quality of all outputs. 
• Coordinate the complete campaign cycle: from receiving and analyzing briefs to liaising with the teams involved in the projects. 

CRM Platform Management (Focus on Operation and Execution): 

• Advanced Targeting: build audience segmentation for campaigns using the CRM platform's capabilities. 
• Omnichannel Campaign Execution: Configure personalized communication campaigns across multiple channels (email, SMS, push notifications, etc.). 
• Management and integration of communication assets: receive and manage communication assets (texts, images, etc.) and coordinate the approval and review process (sending proofs or BATs).  
• Material Availability: Ensure all communication materials and workflows are properly configured and available in the CRM tool.  
• Continuous Optimization: Identify and propose new functionalities and opportunities to improve CRM usage, aiming for greater operational efficiency and campaign impact.  

Data Analysis:  

• Monitor, analyze, and interpret key CRM and campaign data and metrics. 
• Generate clear and practical reports, presenting actionable insights into leadership and other areas of the company.  

CRM Team Support and Development:  

• Provide operational support to CRM platform users. 
• Conduct operational training for new employees who will use CRM tools 
• Supervise and assist in developing the skills of CRM assistants, ensuring excellence in campaign execution. 
• Act as a focal point for operational activities with the CRM Team Leader. 

Qualifications

Essential Requirements:  

• Education: Bachelor’s degree in marketing, Communication, Business Administration, Advertising, Business, Economics, or related fields.  
• Experience: Solid marketing experience, with a specific focus on CRM management and marketing automation.  
• Languages: Fluency in English (C1 level or higher). French is a significant advantage. 
• Tools: Proven proficiency in using CRM platforms (knowledge of Adobe Campaign, Salesforce, Imagino, or similar tools will be highly valued). 
• Data Analysis: Strong analytical skills to interpret metrics, customer data, and generate reports with insights. Practical knowledge of BI tools (e.g., advanced Excel, Power BI) is a plus.  
• Strategy: Demonstrated ability to translate business objectives into effective CRM strategies and action plans.  
• Communication: Excellent written and verbal communication skills, with the ability to present complex ideas clearly.  

Desirable Requirements (What would be a plus):  

• Practical experience with Adobe Campaign.  
• French (B2 level or higher).  
• Practical experience with Monday.  
• Experience in planning and executing A/B tests for campaign optimization.  
• Recognized certifications in CRM or marketing automation platforms. 
• Experience with marketing automation platforms (e.g., Mailchimp, HubSpot).  

Soft Skills: 

• Clear and Empathetic Communication: Ability to express oneself and listen actively. 
• Collaboration and Teamwork: Ability to work integrally with various areas of the company. 
• Proactivity and Autonomy: Initiative to solve problems and seek improvements without constant supervision.  
• Adaptability and Curiosity: Willingness to learn new tools, processes, and adapt to a dynamic environment.  
• Rigor and Detail Orientation: Meticulous attention to ensure accuracy and quality in all deliverables. 
• Analytical and Strategic Thinking: Ability to break down problems, analyze information, and plan long-term. 
• Organization and Time Management: Ability to manage multiple tasks and priorities effectively. 
• Problem Solving: Logical and creative approach to overcoming challenges. 

Additional Information

Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.