Lifecycle & CRM Manager - Onboarding & Adoption

Job Title

Lifecycle & CRM Manager - Onboarding & Adoption

Job Description

We’re IG Group. We are a publicly-traded FTSE250 Fin

Tech company who run mobile, web and desktop platforms that help our clients trade stocks & shares, leveraged products, Futures & Options and Crypto. We are ambitious. Over 340,000 people already use our platforms. We’re global with offices in 18 countries and products in 16 regions. We’re hungry to move faster, ship better product for our customers and grow our user base. We believe in high autonomy, and we want people who are looking to do things differently in order to create better experiences for our customers. We work in cross-functional teams and are laser focused on increasing the number of active clients we serve to drive sustainable growth.

We are hiring a Lifecycle CRM Manager to focus on Onboarding, from Bengaluru

You will accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage.

Key Responsibilities:

• Design and optimize multi-channel onboarding journeys from registration to first trade

• Develop adoption campaigns for key product features and trading instruments

• Create educational content strategies that build customer confidence and competence

• Implement progressive profiling and personalization strategies during onboarding

• Collaborate with product teams to reduce friction and improve conversion funnels

• A/B test onboarding flows, messaging, and incentive strategies

• Monitor activation metrics: time-to-first-trade, feature adoption rates, early engagement

• Develop win-back strategies for customers who stall during onboarding

Requirements:

• 3+ years experience designing customer onboarding programs in digital products

• Strong understanding of behavioral psychology and user experience principles

• Analytical mindset with ability to identify drop-off points and optimize conversion funnels

• Proven experience with A/B testing and experimentation frameworks

• Familiarity with CRM platforms, marketing automation, and personalization tools

• Knowledge of financial services products and customer learning journeys preferred

• Project management skills to coordinate cross-functional onboarding initiatives

• Understanding of email, SMS, push, and in-app messaging capabilities

• Data analysis skills to monitor and interpret activation metrics

Number of openings

1