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.
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.
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.
Key Metrics
● Monthly Active Advisors (MAA)
● Advisor activation rate
● Time to first policy
● 30/60/90-day retention
● Repeat policy issuance
● Feature adoption
● Campaign conversion
● Churn rate
● Reactivation rate
● Customer Lifetime Value (LTV)
● Revenue from retained advisors
