Role Objective

Own and drive client growth performance by leading Customer Value Management (CVM) strategy and execution, managing merchant activation & telesales teams, and leveraging data analytics to increase card issuance, activation, usage, and revenue per client.

Core Responsibilities

1. Client Growth & CVM Strategy

• Develop and own monthly CVM plans per client, including:
• Acquisition & activation campaigns
• Usage stimulation offers
• Retention & reactivation initiatives
• Define clear objectives, target segments, offers, timelines, and expected ROI for each campaign.
• Align CVM plans with client business goals and Connect Money revenue levers (interchange, float, lending).

2. CVM Execution & Stakeholder Management

• Lead end-to-end execution of CVM campaigns, coordinating with:
• Internal teams (Operations, Tech, Marketing, Service Delivery)
• Client stakeholders (Marketing, Sales, Loyalty, Operations)
• Ensure on-time, on-ground execution of campaigns across digital, merchant, and telesales channels.
• Act as the single growth owner per client, ensuring accountability and momentum.

3. Merchant Activation & Telesales Leadership

• Lead and manage merchant activation & telesales teams responsible for:
• Card issuance support
• Activation calls and onboarding
• Usage stimulation and repeat transactions
• Translate CVM plans into daily, weekly, and monthly execution targets for the teams.
• Track team productivity, conversion rates, and impact on growth KPIs.
• Continuously optimize scripts, incentives, and targeting to improve results.

4. Performance Monitoring & Growth Optimization

• Monitor client portfolio performance on a weekly and monthly basis.
• Identify:

• Underperforming segments
• Upsell and cross-sell opportunities
• Campaign optimization opportunities
• Proactively recommend data-backed actions to improve ROI and client satisfaction.

5. Data Analytics & Dashboards

• Own the growth analytics framework for CVM and client performance.
• Define and track core KPIs including:
• Issued cards
• Monthly Active Customers (MAC)
• Transactions & APV
• Revenue per client (interchange, float, lending)
• Build and maintain client and internal dashboards (weekly/monthly) to:
• Track performance vs targets
• Measure campaign impact
• Enable faster decision-making
• Work with data/tech teams to ensure data accuracy, clarity, and automation where possible.

6. Reporting & Client Impact

• Produce monthly CVM performance reports per client, covering:
• Campaigns executed
• KPI performance vs targets
• ROI analysis
• Key learnings and next-month recommendations
• Ensure transparent reporting that clearly demonstrates Connect Money’s value and growth impact to clients.

Success Profile:

• 6-10 Years of Experience
• Clients see consistent MoM growth in cards, activity, and revenue.
• CVM plans move from ideas → execution → measurable impact.
• Merchant activation and telesales teams operate with clear targets and accountability.
• Decisions are data-driven, not reactive.
• Clients clearly recognize Connect Money as a growth partner.
  

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