I. POSITION OBJECTIVE
Responsible for executing and operating daily product initiatives and cross-sell and bundled-sell programs of the CVM Department — from preparing target customer lists, deploying campaigns across channels, monitoring metrics, to consolidating and analyzing results.
The objective of this position is to ensure programs are deployed on schedule, according to approved design, and have a complete, accurate, and timely measurement data system to serve as a basis for product and sales channel adjustment decisions.
II. MAIN RESPONSIBILITIES
1. Deploy bundled-sell and cross-sell programs
- Develop detailed deployment plans for each campaign: customer scope, approach channels, messaging, deployment schedule, coordinating parties, and control milestones.
- Coordinate with Business Analytics to extract target customer lists according to segmentation criteria, propensity scores, and pre-approved lists; verify data completeness and validity before campaign deployment.
- Prepare content and messaging for each channel; coordinate with Marketing and Information Technology to schedule and execute message delivery.
- Monitor deployment progress daily, identify and promptly handle issues arising during campaign execution.
2. Monitor, measure, and report results
- Collect, reconcile, and standardize conversion funnel metrics by step, channel, segment, and campaign.
- Build and maintain reports and dashboards on a daily / weekly / monthly basis; ensure data consistency across sources.
- Identify and promptly alert unusual fluctuations in conversion rates, costs, or customer quality.
- Support establishing and consolidating results of A/B tests and champion–challenger mechanisms; prepare data for program effectiveness evaluation.
3. Build and maintain product documentation
- Support drafting and updating product documentation: product specifications, fee schedules, terms and conditions, business procedures, sales channel training materials, sales scenarios, and rejection handling documents.
- Manage document versions, ensure documents in circulation at sales channels are always the latest approved versions.
- Coordinate with Legal & Compliance in submitting documents for review before issuance.
4. Operate promotional and incentive programs
- Prepare conditions, terms, and lists of eligible customers for program participation.
- Monitor progress, reconcile reward / refund / points results; coordinate with relevant departments to handle discrepancies.
- Reconcile program costs against approved budget and consolidate effectiveness reports after program completion.
5. Support market and customer research
- Collect and consolidate information on competitors' products, fee schedules, and promotional programs in the market.
- Consolidate customer feedback from Telesale, customer care, and other reception channels; categorize and forward to relevant departments.
- Support customer surveys and transaction data analysis to build customer profiles.
6. Coordinate deployment with departments
- Monitor deployment work lists, user acceptance testing (UAT) schedules, and status of requests sent to Information Technology.
- Record, monitor, and report cross-departmental bottlenecks for management to handle promptly.
- Prepare meeting documents, record minutes, and monitor implementation of agreed actions after meetings.
- Compliance and security
- Follow internal procedures throughout the entire process of handling customer data and campaign deployment.
- Strictly comply with customer information security regulations; only exploit data within authorized scope and for correct work purposes.
III. JOB REQUIREMENTS
1. Education
- Bachelor's degree or higher in Finance — Banking, Economics, Business Administration, Marketing, Applied Mathematics, Data Science, or related fields.
2. Experience
- Minimum 1–3 years of experience in positions related to product management, campaign deployment, business analysis, or customer management at financial companies, banks, or fintech enterprises.
- Candidates with less than 1 year of experience but strong quantitative background and solid data handling skills will be considered.
- Preferred: experience deploying cross-sell campaigns, promotional programs, or operating personal loan / credit card products.
3. Professional competencies
- Advanced Excel proficiency (data processing functions, PivotTable, data verification and reconciliation) — mandatory requirement.
- Ability to use SQL for data queries and verification — a significant advantage; candidates without this skill must be ready to learn and use it during the trial period.
- Understanding of basic cross-sell metrics: conversion rate, offer acceptance rate, activation rate, cost per converted customer.
- Skills in presenting data clearly, concisely, and on point.
4. Skills and qualities
- Data discipline: careful, accurate, with a habit of self-checking and reconciliation before reporting.
- Ability to organize work, handle multiple tasks in parallel, and track progress closely.
- Good coordination and communication skills with multiple departments; proactively pursue work to final results.
- Inquisitive spirit, willingness to learn about financial products and customer data.
- Honesty and caution in protecting customer information.
IV. WORK PERFORMANCE EVALUATION CRITERIA (KPI)
- Campaign deployment progress and quality: degree of on-time, on-design completion; number of incidents during deployment.
- Data and report accuracy and timeliness: degree of deviation requiring adjustment after report release; time to provide data upon request.
- Quality and currency of product documentation in circulation at sales channels.
- Proactiveness in early detection of data anomalies and deployment bottlenecks.
- Quality of coordination with relevant departments and effectiveness of support for Product Manager and sales channels.
- Degree of compliance with internal procedures, customer information security regulations, and related legal regulations.
V. BENEFITS
1. Income:
-
Base salary: negotiable
-
Lunch allowance: 500,000 VND
-
Competitive performance bonus based on work results
2. Insurance scheme:
-
Health insurance and social insurance according to State regulations
-
Health insurance package for staff and employees
3. Other welfare policies:
-
Charitable contributions according to company regulations
-
Leave policy: Annual leave, seniority leave according to regulations
-
13th month salary, bonuses (gifts/cash) on holidays and special occasions according to company policy
-
Support for activities: culture, sports, travel, teambuilding according to annual programs
-
Direct access to strategic partnerships, with significant impact on VietCredit's growth.
-
Pioneer role in the embedded lending sector in Vietnam, working with leading digital platforms.
-
Professional, dynamic environment with career development roadmap