CRM Specialist

About Lorien Finance

Lorien Finance is transforming global education financing by bridging the gap between Western capital and underserved students in emerging economies. In our first year, we disbursed $22M in loans and partnered with global institutions like Sallie Mae to support students pursuing higher education at top international universities. As we scale, we’re building a tech-first, human-driven ecosystem that simplifies loan discovery, application, and disbursal.

About the Role

We’re looking for a CRM Specialist to drive multi-channel engagement with our student and parent audiences. You’ll own the full lifecycle of communication — from awareness to conversion to retention — via email, WhatsApp, SMS, in-app, and more. This is a high-impact role at the intersection of marketing, product, and ops.

Key Responsibilities

• Own end-to-end drip campaigns across Email, WhatsApp, SMS, and in-app notifications for lead nurturing, onboarding, and engagement.
• Design and optimize automated workflows based on lead stage, behavior, and cohort — e.g., instant eligibility check follow-ups, EMI calculators, offer triggers.
• Segment and personalize communications using AI-assisted tools and data insights (from HubSpot, Clearbit, website analytics, etc.).
• Collaborate with content, product, and sales teams to ensure messages align with student journeys and sales stages.
• Continuously improve campaign performance with A / B testing, lead scoring, CTR / CVR analysis, and behavioral triggers.
• Maintain CRM data hygiene, ensure accurate tagging, and track lead-to-disbursement pipelines in sync with loan ops and partner teams.
• Work with automation and AI tools (e.g., HubSpot, n8n, Zapier, ElevenLabs, GPT) to reduce manual touchpoints and scale 1 : 1 communication.

Must-Haves

Good-to-Have

What You’ll Get