Customer Data Specialist

Welcome to GenTwo

GenTwo is a global financial engineering company enabling the creation, issuance, and lifecycle management of innovative investment products. With our state-of-the-art platform and securitization infrastructure, we empower financial institutions, asset managers, and professional investors to bring new investment ideas to market faster, more efficiently, and without traditional constraints.
We are a Series-B-stage company with global ambitions, serving clients in more than 25 countries. We value clarity, ownership, and people who thrive in complexity.

Our core values

• Stronger Together
• Create Clarity
• I Own It
• Figure It Out

Location: Zurich, Switzerland
Department: CRM & Data Insights
Employment Type: Full-time

Who you are:

As a Customer Data Specialist, you don’t just pull the numbers - you make them worth trusting. You keep CRM data clean, processes well-governed, and every number traceable to its source. You’re comfortable connecting the dots across CRM, GTM systems, and campaign data, and just as confident explaining what the numbers mean to leadership.If you want to own the data layer that powers how a fast-growing fintech goes to market, let’s talk!

Your tasks & responsibilities:

• You turn data into decisions: You analyse campaign performance, conversion rates, pipeline quality, and translate what you find into recommendations people act on.
• You build the reporting layer: Dashboards that are accurate, self-refreshing, and built on KPI definitions everyone has agreed to.
• You make the business self-sufficient: You resolve advanced reporting requests fast, and reduce the next one through governed self-service, documentation, and a bit of training.
• You own CRM: You make sure our workflows meet business needs, and that permissions, integrations, and configurations stay aligned with how the business sells. You're also the first call when something breaks.
• You guard data quality: You keep customer acquisition data complete, accurate, and consistent across HubSpot and the tools around it. When something drifts out of line, you spot it early, get to the bottom of it, and fix it with the stakeholders involved, at the source wherever that's possible.
• You use AI where it makes sense: You know where AI can simplify repetitive work and improve efficiency, and where it adds unnecessary complexity. You apply it thoughtfully to solve real business problems.

What you bring:

• 3–5 years in customer analytics, revenue/marketing operations, or BI, ideally in fintech, SaaS, or a similarly fast-moving environment.
• Hands-on HubSpot/Salesforce experience, including admin and workflow work.
• Strong reporting and analytics skills, including hands-on Power BI experience and working with data across multiple sources, systems, and channels. Familiarity with data warehouse or lakehouse concepts is a plus.
• You’re confident working with stakeholders across the business, translating their needs into data solutions and explaining findings in a clear, actionable way.
• You already use AI tools in your daily work and are curious about where they go next.
• Fluent in English; Swiss work permit or EU/EFTA citizenship required.

What we offer:

• A high-impact role in a growing, international fintech - you own the data foundation our entire GTM engine runs on and build it out.
• Company-wide AI tooling at your disposal from day one.
• Hybrid working with regular home office days.
• A central office in the heart of Zurich.

What the process looks like:

If you're still reading, we're guessing you're interested. Here's what happens next:

• Send us your application, including your CV, references, and diplomas.

• Join an online chat with our People & Culture Manager.

• Meet the hiring manager, complete a live case study, and connect with key stakeholders during the final conversations.

Disclaimer: Legitimate recruiting outreach from GenTwo will always come through verified channels. We will never ask candidates to communicate via SMS or WhatsApp.

About us

GenTwo is a Swiss-based B2B fintech company that operates globally and expands the investment universe by making all assets investable.
To learn more about us, visit www.gentwo.com