Manager - Product Marketing - CRM & Retention

About the role:

Own customer engagement, activation, usage, and retention initiatives across advisor ecosystem to improve product adoption, repeat transactions, and long-term customer lifetime value.

Key Responsibilities:

• Own the end-to-end usage and retention strategy for insurance advisors on the platform.
• Drive activation of newly onboarded advisors and improve time-to-first-policy issuance.
• Increase monthly active users (MAU), weekly active users (WAU), and overall platform engagement.
• Design and execute lifecycle marketing journeys across WhatsApp, push notifications, SMS, email, in-app messaging, and outbound calling.
• Improve advisor retention, repeat policy issuance, and cross-sell through personalized engagement campaigns.
• Identify churn signals and build proactive win-back campaigns.
• Build segmentation strategies based on advisor behavior, lifecycle stage, geography, and business potential.
• Partner with Product to improve onboarding, feature adoption, and in-app engagement.
• Collaborate with Sales, Business, CRM, Analytics, and Tech teams.
• Own experimentation roadmap through A/B testing.
• Define and monitor key engagement metrics and dashboards.
• Use customer insights to recommend product improvements.
• Drive referral, loyalty, and rewards programs.
• Ensure marketing automation journeys are scalable and optimized.

Skills & Experience:

• 58+ years in CRM, lifecycle, growth, product marketing, or retention.
• Experience with MoEngage, CleverTap, WebEngage, Braze, etc.
• Strong analytical skills (SQL, Excel, GA4, Mixpanel, Amplitude).
• Experience with A/B testing and experimentation.
• Excellent cross-functional stakeholder management.