Job Overview
Fintech Customer Success & Retention Lead – Bahrain (Remote Across GCC)
Job Type: Full-Time, Remote
Location: Bahrain-based or Remote in GCC
Industry: Fintech (Robo-Advisory, Wealth Management, Digital Savings)
Department: Customer Success & Lifecycle Management
Experience Level: Mid-Level
Role Description:
A fast-scaling digital investment platform catering to mass-affluent customers in Bahrain is looking for a Remote Customer Success & Retention Lead to oversee post-onboarding engagement, loyalty, and product utilization across its robo-advisory ecosystem. This role will drive long-term user value through personalized financial journeys, education, and retention-focused strategies.
The successful candidate will work remotely to design lifecycle interventions that reflect Bahrain’s investment culture, user preferences, and the regulatory environment for wealthtech.
Key Responsibilities:
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Build personalized onboarding and post-signup experiences to increase product usage and time-to-first-investment.
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Design lifecycle campaigns to drive goal creation, recurring investments, and risk-adjusted rebalancing.
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Conduct quarterly engagement reviews with key investor segments to understand friction, preferences, and retention drivers.
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Analyze churn signals using data from user behavior, drop-off rates, NPS feedback, and transaction history.
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Partner with content and product teams to create value-driven nudges (via email, in-app messaging, WhatsApp).
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Collaborate with the compliance team to ensure investor communication adheres to CBB guidelines.
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Develop dashboards to monitor investor lifecycle metrics: ARPU, AUM retention, cohort performance, and LTV.
Required Background:
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3–6 years of experience in customer success, CRM, or lifecycle marketing in fintech, banking, or SaaS.
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Familiarity with investor onboarding journeys and risk profiling in GCC markets.
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Hands-on experience with CRM tools like Salesforce, Intercom, HubSpot, or Braze.
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Ability to design customer playbooks and automation flows across digital channels.
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Strong communication skills and an understanding of financial behavior and psychology.
Preferred Attributes:
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Background in wealth management or robo-advisory services in Bahrain or wider GCC.
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Bilingual fluency (Arabic and English) for localized investor engagement.
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Exposure to digital investment KPIs such as AUM growth, portfolio allocation trends, and churn drivers.
Work Model:
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100% remote across GCC time zones.
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Cross-functional collaboration with product, support, compliance, and marketing.
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Quarterly investor feedback cycles and engagement sprints.
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