Senior Manager, Customer Portfolio Growth
Core
Shape and drive customer portfolio growth strategies to unlock value from the existing customer base by strengthening understanding, identifying growth moments, and enabling coordinated digital and advisor actions.
Role type
Senior Manager, Customer Strategy & Portfolio Growth
Builds
Customer engagement use cases, growth frameworks, and coordinated activation across digital and advisor journeys
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Customer lifecycle management, segmentation, journey design, campaign management, next-best-action approaches, test-and-learn methodologies, CRM platforms, customer data platforms, digital analytics, business intelligence tools, stakeholder management, project management
Preferred skills
Experience in Salesforce, MarTech platforms, commercial analytics
Responsibilities
Champion cross-sell, upsell, retention and relationship deepening strategies; Develop insight-led frameworks connecting customer insights to engagement actions; Partner with Business Units to translate opportunities into executable engagement; Lead cross-market workstreams from ideation to scale-up; Build capability across teams via coaching and workshops; Monitor repurchase and portfolio growth performance; Prepare management updates and decision materials for senior stakeholders
