CRM and Automation Analyst

Description

Job Summary: We are seeking a CRM Analyst to design and operate intelligent customer journeys, driving sustainable business growth at a disruptive fintech. Key Highlights: 1. Develop data-driven, automated, and experimental CRM strategies. 2. Analyze customer behavior and translate insights into actions. 3. Work at a high-growth fintech focused on data and technology. **We’re looking for you!** Are you excited to build **data-driven CRM strategies**, automation, and experimentation? Do you enjoy understanding customer behavior and turning insights into actions that impact activation, conversion, and retention? At **Oka**, a disruptive fintech backed by **Hiraoka**, we are seeking a **CRM Analyst** to design and operate intelligent customer journeys across the entire customer lifecycle, driving sustainable business growth. If you're motivated to work at a fast-growing fintech with a strong focus on data, technology, and continuous improvement, this role is for you. **Key Functions and Responsibilities** * Design, build, and operate end\-to\-end CRM journeys in HubSpot, based on customer lifecycle stages, behavior, segmentation, and business rules. * Execute day-to-day CRM operations: configuration and maintenance of workflows, audiences, properties, automations, and multichannel campaigns. * Analyze customer behavior and identify opportunities to improve activation, conversion, repeat purchase, product usage, and financial product retention. * Define, calculate, and monitor CRM and customer experience KPIs. * Build customer segments using SQL and other analytical tools to execute communication campaigns. * Design and run A/B tests on content, timing, channels, and automation rules; analyze results and scale learnings. * Document CRM processes, flows, rules, and best practices to enable scalability and reduce operational friction. * As the CRM platform administrator, provide daily operational support to CRM user teams: Customer Experience and Business Development. **What do you need to join Oka?** Degree in Industrial Engineering, Systems Engineering, Business Engineering, Statistics, Economics, Administration, or related fields with a strong analytical foundation. 2–4 years of experience in CRM, Marketing Analytics, Marketing Automation, or customer-focused data analysis roles. Hands-on experience operating CRM and automation platforms, preferably **HubSpot**, **Salesforce**, or similar. Solid proficiency in **SQL and Python** for data analysis, audience building, and validation. Advanced Excel skills and experience with visualization or reporting tools such as **Power BI, Looker, Tableau**, among others. Familiarity with business and customer experience metrics in digital or financial environments. Strong analytical capability to interpret results, identify key drivers, and translate them into concrete CRM actions. Preferred knowledge of applied statistics and experimentation. **We offer:** Hybrid work model Flexible vacation policy A personal day off for your birthday Formal payroll from day one Exclusive Oka benefits Excellent work environment Data\-driven projects with real business impact Continuous learning and professional growth Apply now and become part of the team transforming our customer relationships through data, automation, and intelligent experiences. **Be part of our story at Oka!** Salary: Up to S/.6,000\.00 per month Workplace: Hybrid in Lima, Lima