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:

- 5-8+ 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.