The Interaction Specialist will be responsible for designing and optimizing customer interactions within the CRM framework to drive engagement, satisfaction, and loyalty.
This role requires a creative thinker with a passion for delivering exceptional customer experiences across digital and traditional channels.
The ideal candidate will have a strong background in customer interaction design, campaign management, and digital marketing strategies.
Key Accountabilities of the role:
Interaction Design and Campaign Management:
Lead the design and development of customer interactions within the CRM system, including email campaigns, SMS notifications, in-app messages, and personalized offers.
Collaborate with marketing, product, and sales teams to develop targeted interaction strategies aligned with business objectives, customer segmentation, and lifecycle stages.
Utilize CRM tools and analytics to track and measure the effectiveness of interactions, optimizing campaigns for engagement, conversion, and retention.
Understand requirement of different frontline teams like Branches, Contact Center and design journeys best suited for the purpose.
Personalization and Segmentation:
Implement segmentation strategies to tailor interactions and communications based on customer profiles, behaviors, and preferences.
Leverage data-driven insights and predictive analytics to deliver personalized experiences and recommendations to customers across channels.
Continuously test and refine interaction designs and messaging to enhance relevance, effectiveness, and impact on customer engagement metrics.
Reduce hand-offs for single workflow and assign internal metrics for completion of sub-tasks
Omnichannel Integration:
Ensure seamless integration and consistency of interactions across multiple channels and touchpoints, including online, mobile, social media, and offline channels.
Collaborate with IT and digital teams to leverage CRM capabilities for omnichannel marketing automation, personalization, and cross-channel attribution.
Monitor customer interactions and feedback across channels, identifying opportunities to optimize channel mix and enhance the overall customer journey.
Post-Implementation Support:
Provide ongoing support and guidance to frontline staff on executing and managing customer interactions within the CRM system.
Analyze interaction performance metrics and campaign results, providing insights and recommendations for optimization and improvement.
Collaborate with the Service Journey Mapping Expert and other stakeholders to align interaction strategies with overall customer experience goals and objectives.
Specialist Skills / Techni
cal Knowledge Required for this role:
Bachelor's degree in marketing, communications, or a related field; advanced degree preferred.
Minimum of 8 years of experience in customer interaction design, campaign management, or related roles within the banking or financial services industry.
Proficiency in CRM platforms (preferably Microsoft Dynamics), marketing automation tools, and digital analytics platforms.
Strong creative and analytical skills, with the ability to translate customer insights into compelling interaction designs and campaigns.
Excellent project management and organizational skills, with the ability to manage multiple priorities and deliver results within tight deadlines.
Strong communication and collaboration skills, with the ability to work effectively across departments and influence stakeholders at all levels of the organization.
Job ID 300002337147651
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