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Lifecycle, CRM Specialist at Coverflex | JobVerse
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Lifecycle, CRM Specialist
Coverflex
Remote
Website
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Lifecycle, CRM Specialist
Portugal
Full Time
3 weeks ago
$38,000 - $52,000 EUR
No Sponsorship
Apply Now
Key skills
SaaS
Remote Work
About this role
Role Overview
Own the full owned-channel lifecycle — from first touch to cross-sell
Building the email, WhatsApp, and in-app programs that help us convert, activate, retain, and grow customers
Audit the existing HubSpot setup, lifecycle stages, workflows, segmentation, and reporting
Map the main lifecycle gaps, especially around pre-signup nurture and KYB completion
Design the first owned-channel lifecycle framework across email, WhatsApp, and in-app
Requirements
HubSpot power user: complex workflows, lifecycle stages, behavioral triggers and reporting
Track record owning multi-channel lifecycle programs: email + at least one of WhatsApp, in-app or SMS
B2B SaaS or fintech background: understands activation, onboarding and retention mechanics
Strong audience segmentation skills based on behavior, not just demographics
Data-driven: measures campaign performance rigorously and turns insights into action
Fluent in English
Nice-to-have WhatsApp Business API experience for marketing or lifecycle campaigns
Spanish or Italian language skills
Familiarity with in-app messaging tools such as Intercom, Braze or Customer.io
HR tech, fintech or SMB platform background
Experience running cross-sell or upsell campaigns end-to-end.
Benefits
Health Insurance
25 days paid vacation days + 3 caring days per year to work on side projects that support causes with a positive impact on our society
2 additional paid weeks on top of the legal maximum Parental Leave
Your birthday + kids’ birthday off
Flexible working hours
€500 onboarding budget
€2,000 yearly budget to invest in your professional development, work tools, equipment, and remote work enablement.
Competitive and flexible compensation, including our own Coverflex card and stock options to really own our success.
Apply Now
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