Customer Value Management Lead (Sofia- Srebarna 16, BG)

Allianz
Sofia
Workplace: HybridFull timeFunction: DevOps, Cloud & InfrastructureExperience: 5+ yearsEducation: bachelorsSkills: ["Commercial thinking","Cross-functional collaboration","Strategic thinking","Data-driven decision making","Communication"]

Define and execute the customer value management strategy by building a CLV framework, prioritizing segmentation, retention, and growth initiatives, and targeting high-value customers and churn risk. Analyze customer behavior to drive cross-sell and up-sell offers in partnership with Sales, Products, and Branch Network Support. Own KPIs like churn, NPS, product penetration, and share of wallet, translating insights into recommendations and system requirements for personalized CRM communications and campaign automation.

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FursaFursa
Allianz
Allianz
2 days ago

Customer Value Management Lead (Sofia- Srebarna 16, BG)

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Last checked: 14 hours agoStatus: Live

Job Summary

Define and execute the customer value management strategy by building a CLV framework, prioritizing segmentation, retention, and growth initiatives, and targeting high-value customers and churn risk. Analyze customer behavior to drive cross-sell and up-sell offers in partnership with Sales, Products, and Branch Network Support. Own KPIs like churn, NPS, product penetration, and share of wallet, translating insights into recommendations and system requirements for personalized CRM communications and campaign automation.
Location: Sofia
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: DevOps, Cloud & Infrastructure
Seniority: Mid level

Key Responsibilities

  • •Define and execute the customer value management strategy aligned with the bank’s commercial priorities.
  • •Build and maintain a Customer Lifetime Value (CLV) framework to prioritize resources and guide decisions.
  • •Design and optimize retention and loyalty programs by measuring impact and iterating results.
  • •Identify cross-sell and up-sell opportunities using customer behavior, product usage, and life-stage triggers with product and sales teams.
  • •Lead segmentation and report key metrics (revenue per customer, churn rate, product penetration, NPS, cross-sell conversion, share of wallet), presenting insights to senior leadership.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsurancePensionEquityGym Membership

Key Requirements

  • •5+ years’ experience in banking or financial services combining customer strategy with analytical thinking (CRM, marketing, product management, or business development).
  • •Experience building or managing customer segmentation, retention programs, or lifecycle campaigns.
  • •Strong commercial orientation linking customer insights to P&L outcomes and performance metrics.
  • •Analytical confidence using data, dashboards, and KPIs; experience with BI tools (Power BI, Tableau) or CRM platforms is a plus.
  • •Fluent in Bulgarian and English (working level), with a degree in Business, Finance, Marketing, Economics, or related fields (master’s advantage).
Experience:5+ yearsBankingFinancial services
Education:Bachelor's in Business, Finance, Marketing, Economics, or a related field
Skills:Commercial thinkingCross-functional collaborationStrategic thinkingData-driven decision makingCommunication
Languages:BulgarianEnglish
Tech Stack:Power BITableauSQLCRMDashboards

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn