Campaign Analytics and CRM Lead, WPB Philippines

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Campaign Analytics and CRM Lead.

The role holder will work closely with Head of Campaign Analytics and CRM to implement campaigns and customer relationship management strategic initiatives; Initiatives can be varied in nature, but can include people engagement, driving business performance, coordination tasks and ad hoc projects..

In this role, you will:

• To work closely with the Head of Campaign Analytics and CRM to implement campaigns and customer relationship management strategic initiatives; Initiatives can be varied in nature, but can include people engagement, driving business performance, coordination tasks and ad hoc projects.
• To establish, generate, and analyze key metrics for the WPB business including, but not limited to, product profitability, portfolio management, sustainability, goal-setting, and performance optimization.
• To make recommendations on strategic and tactical activities to optimize sales and channel performance
• Spearhead end-to-end Leads generation, product offer and channel optimization
• Spearhead and drive CRMs system proper usage, tagging to optimize customer leads contact and conversion rates and potentially provide training and automation support to Sales & Channels.
• Sales & Channel Campaign management/ tracking with feedback loop to drive improvements
• Work closely with Marketing and Value streams to execute campaigns across various customer channels / touchpoints such as but not limited to callouts, SMS, EDM, Viber.
• Closely work with D&A Advanced Analytics team to design and implement Campaign Test & Learn initiatives, Sales incentive framework Demonstrate the HSBC values of being dependable, open and connected on a day-to-day basis, and promote a culture of diversity

To be successful in this role, you should meet the following requirements:

• 2-5 Years work experience in a customer data, reporting, campaign management and/or analytics function
• Proven ability in Customer relationship management
• Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs
• An understanding of HSBC’s Credit Policy and Lending Guidelines.
• A broad knowledge of financial planning and defining customer needs
• An understanding of the needs of the mass affluent customer segment in general
• A full understanding of referral processes
• Capability to deeply understand HSBC’s customers, channels, products and profitability dynamics

You’ll achieve more when you join HSBC.

 
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.