Customer Data Specialist

GenTwo is a worldwide financial‑engineering firm that builds, issues and manages cutting‑edge investment products through a modern platform and securitisation infrastructure. Serving more than 25 countries, the company helps banks, asset managers and professional investors launch new ideas quickly and efficiently. The Customer Data Specialist role sits in the CRM & Data Insights department in Zurich and focuses on the data layer that drives the firm’s go‑to‑market engine. In this position you will turn raw data into actionable insight, analysing campaign results, conversion metrics and pipeline health before turning those findings into concrete recommendations. You will design and maintain self‑refreshing dashboards built on agreed‑upon KPIs, and you will handle advanced reporting requests while promoting governed self‑service and clear documentation. Ownership of the CRM system includes ensuring workflows match business needs, keeping permissions, integrations and configurations aligned, and acting as the first point of contact when issues arise. Maintaining high‑quality customer acquisition data across HubSpot and related tools, you will detect anomalies early, resolve them with stakeholders, and apply AI thoughtfully to automate repetitive tasks where it adds value. The ideal candidate brings three to five years of experience in customer analytics, revenue or marketing operations, or business intelligence, preferably within fintech, SaaS or a similarly rapid‑pace environment. Hands‑on expertise with HubSpot or Salesforce administration and workflow design is required, as is strong reporting ability using Power BI and experience handling data from multiple sources. Familiarity with data‑warehouse or lakehouse concepts is a plus, along with a habit of using AI tools daily. Fluency in English and a Swiss work permit or EU/EFTA citizenship are mandatory. GenTwo offers a high‑impact, international fintech setting where you will shape the data foundation for the entire GTM engine. The role includes access to company‑wide AI tooling from day one, a hybrid work model with regular home‑office days, and a centrally located Zurich office. The hiring process involves an online chat, a live case study and final stakeholder meetings.