CRM Manager

2 months ago

San Diego, California, United States LotusFlare Full time

CRM Manager

Overview:

We are seeking an experienced and strategic CRM Manager to join our team. The ideal candidate will have at least 5 years of experience in CRM management, preferably with Total Expert or mortgage CRM systems. This role is crucial in supporting our sales team, managing user roles, and building impactful email marketing campaigns. The CRM Manager will play a key role in aligning corporate strategy with individual loan officers' workflows to drive business success.

Key Responsibilities:

  • CRM Management:
  • Oversee the administration and maintenance of the CRM platform, with a strong preference for experience in Total Expert.
  • Manage multi-level user roles, ensuring appropriate access and permissions based on job functions.
  • Collaborate with marketing and sales teams to ensure data integrity and optimize CRM performance.
  • Sales Team Support:
  • Assist with training and onboarding new users, providing ongoing support to ensure efficient use of the CRM.
  • Develop and deliver training materials and sessions tailored to different user levels within the sales team.
  • Assist loan officers with questions about the system and its functionality, ensuring they can effectively utilize CRM tools.
  • Email Marketing Campaigns:
  • Design and build strategic email marketing campaigns (Journeys) that support loan officers' business goals.
  • Monitor and analyze campaign performance, making data-driven adjustments to enhance effectiveness.
  • Strategic Alignment:
  • Translate corporate strategy into actionable plans within the CRM, tailored to individual loan officers' daily workflows.
  • Ensure the CRM supports overall business objectives and enhances the productivity and efficiency of the sales team.
  • Content Management:
  • Manage and curate content within the CRM, ensuring relevance and accessibility based on user roles.
  • Continuously update and refine CRM content to align with changing business needs and market conditions.

Qualifications:

  • Bachelor's degree in Business, Marketing, or a related field.
  • Minimum of 5 years of experience in CRM management, with extensive experience in supporting sales teams.
  • Preferable experience with Total Expert; experience with mortgage CRM systems is highly desirable.
  • Proven expertise in building and managing email marketing campaigns.
  • Strong strategic thinking skills with the ability to translate corporate strategy into day-to-day workflows.
  • Experience in managing multi-level user roles within a CRM.
  • Excellent communication and training skills, with a focus on user adoption and proficiency.
  • Strong analytical skills to measure campaign performance and CRM utilization.
  • Excellent organizational skills with the ability to manage multiple projects simultaneously.
  • Capable of prioritizing tasks and projects based on varying levels of urgency and importance.
  • Proven ability to meet deadlines and manage time effectively in a fast-paced environment.

Why Join Us:

  • Opportunity to work with a dynamic and forward-thinking team.
  • Engage in a role that directly impacts the success of our sales team and business.
  • Competitive salary and benefits package.
  • A collaborative and supportive work environment.

If you are a strategic thinker with a passion for CRM management and a proven track record of supporting sales teams, we would love to hear from you. Apply now to join our team and help us drive business success through effective CRM strategies.

  • Director, CRM, Data And Loyalty

    2 months ago

    San Francisco, California, United States KENDO Full time

    Summary: The Director of CRM, Data & Loyalty will lead the CRM department, overseeing four strategic pillars: CRM Marketing, Customer Data & Insights, Customer Loyalty and Customer ServiceRequirements:10+ years of experience in a CRM/customer retention leadership role with an emphasis on CRM marketing channel management, customer data & insights, customer...

  • Senior CRM Systems Architect

    3 days ago

    San Jose, California, United States Monolithic Power Systems Full time

    Job OverviewPosition Summary:We are in search of a proficient and seasoned professional to fill the role of Lead IT CRM System Architect within our IT department. This position demands extensive hands-on expertise in Microsoft CRM (Dynamics 365) and the Power Platform, along with related Microsoft technologies, tailored for IT business system solutions. The...

  • Senior CRM Systems Architect

    3 days ago

    San Jose, California, United States Monolithic Power Systems Full time

    Job OverviewPosition Summary:We are in search of a highly proficient and seasoned professional to take on the role of Lead IT CRM System Architect within our IT department. This position demands extensive practical expertise in Microsoft CRM (Dynamics 365) and the Power Platform, alongside related Microsoft technologies, tailored for IT business system...

  • Senior Manager Marketing

    4 weeks ago

    San Diego, California, United States Intuit Full time

    OverviewSenior Marketing Manager (CRM Team, Email Marketing, Business Tax) Intuit's TurboTax is growing, and delivering constant innovation in its quest to help customers prosper This year, we'll be further expanding our brand-new Business Tax product and providing an even-larger set of solutions and services to the market. To support this new venture, the...

  • Account Management Specialist

    3 days ago

    San Diego, California, United States JPT Services Full time

    Position OverviewJPT Services is a dynamic business development organization that prioritizes the well-being of its team members. We embrace a diverse workforce, fostering an environment where individuals from various backgrounds can thrive. We are currently seeking an entry-level professional who has a genuine interest in engaging with clients and...

  • Senior Commercial Loan Manager

    2 days ago

    San Diego, California, United States MRINetwork Jobs Full time

    Position OverviewWe are currently seeking a skilled Commercial Loan Portfolio Manager to play a vital role in our lending operations. The ideal candidate will be responsible for:Collaborating with the Commercial Lender during client meetings, whether at the client's location or within the bank's premises.Supporting the Commercial Lender by managing CRM...

  • Senior Commercial Loan Manager

    2 days ago

    San Diego, California, United States MRINetwork Jobs Full time

    Job OverviewWe are seeking a skilled Commercial Loan Portfolio Manager to join our team. The ideal candidate will play a crucial role in supporting the Commercial Lender by performing various tasks that enhance client relationships and streamline loan processes.Key ResponsibilitiesEngage with the Commercial Lender during client meetings, whether at the...

  • Charitable Contributions Support Specialist

    3 days ago

    San Diego, California, United States St. Vincent De Paul Village Full time

    Job OverviewThe Philanthropy Assistant II, Data and Analytics plays a crucial role in supporting the fundraising efforts of St. Vincent De Paul Village. This position is responsible for managing donor information and ensuring accurate data entry to facilitate effective philanthropy operations.Key Responsibilities:Donation Processing: Manage incoming...

  • Regional Sales Manager

    3 days ago

    San Diego, California, United States Sartorius AG Full time

    We are looking for an accomplished Regional Sales Manager who excels in sales leadership and possesses a strong ability to utilize sales data analytics to enhance team effectiveness. This role is crucial for driving our sales strategies and operational improvements to secure ongoing success. In this pivotal position, you will play a significant role in...

  • Customer Service Operations Manager

    3 days ago

    San Diego, California, United States Amkor Technology , Inc. Full time

    Position Overview:Amkor Technology, Inc. is seeking a dedicated Customer Service Operations Manager. This role is essential in overseeing all facets of customer service interactions.Key Responsibilities:- Coordinate responses to customer requests for quotations (RFQs).- Monitor and implement pricing adjustments through Master Quote updates.- Manage budgetary...

  • Territory Sales Manager

    3 days ago

    San Diego, California, United States AliMed Inc. Full time

    Position Overview*Candidates must reside in California to qualify*About UsAliMed Inc. stands as a prominent manufacturer and distributor of medical products, boasting a comprehensive range of high-quality solutions aimed at enhancing patient care and experiences from hospital settings to home environments. Our commitment to meeting the needs of patients and...

  • Accounting Technology Manager

    3 days ago

    San Diego, California, United States BDO Full time

    Technology Manager - Accounting, Advisory & Outsourcing BDO is looking for a Technology Manager to lead NetSuite implementation initiatives. The successful candidate will possess a strong background in public accounting and significant experience with NetSuite implementations. Key responsibilities include overseeing full-life cycle projects,...

  • Sales Account Manager

    3 days ago

    San Diego, California, United States Marcus Evans Full time

    Marcus Evans, established in 1983, is a worldwide leader in business intelligence and event marketing, operating with 49 offices across more than 20 countries. The flagship offering from Marcus Evans is the Summits, where we facilitate connections between buyers and sellers through guaranteed, pre-qualified, one-on-one meetings. We collaborate with top...

  • Commercial Risk Management Consultant

    3 days ago

    San Diego, California, United States Jobot Full time

    Job Overview:This position is hosted by Jobot. We are seeking a dedicated professional to join our team as a Commercial Lines Account Manager.Salary:$80,000 - $100,000 per yearAbout Us:We are a collaborative network of prominent regional and local independent insurance firms, committed to achieving collective success through partnership.Why Work With...

  • Risk Management Specialist

    2 days ago

    San Diego, California, United States Risk & Insurance Management Society Inc Full time

    ABOUT US:Risk & Insurance Management Society Inc. is a prominent organization dedicated to advancing the practice of risk management and insurance across various sectors. We operate nationwide, fostering a collaborative environment with a team of skilled professionals committed to excellence.The Risk Manager will be responsible for orchestrating and...

  • Senior Technical Program Manager

    3 days ago

    San Diego, California, United States ServiceNow Full time

    Company Overview:Founded in 2004 in San Diego, California, ServiceNow has evolved into a leading global provider of innovative AI-driven technology, serving over 8,100 clients, including a significant portion of the Fortune 500. Our intelligent cloud platform integrates people, systems, and processes, enabling organizations to discover more efficient and...

  • Facilities Manager

    1 month ago

    San Diego, California, United States Albireo Energy, LLC Full time

    The following statements are intended to describe the general nature and level of work being performed by an individual assigned to this job. Other duties may be assigned.Commitment to safety excellence, demonstrates behaviors that drive safety. Has great customer service skills in dealing with clients and tenants. Fosters a great employee work environment...

  • Community Engagement and Business Relations Manager

    3 days ago

    San Diego, California, United States SAN DIEGO WORKFORCE PARTNERSHIP INC Full time

    Position OverviewThe San Diego Workforce Partnership is at the forefront of pioneering workforce solutions within San Diego County. We provide funding and deliver training initiatives that empower job seekers to acquire the skills necessary for thriving careers. Our aspiration is to ensure that every business in our region has access to a proficient...

  • Production Engineering Team Manager

    3 days ago

    San Diego, California, United States OwnBackup Full time

    About OwnBackupOwnBackup is a premier data platform relied upon by numerous organizations to safeguard and leverage SaaS data, facilitating transformative business outcomes.Our MissionWe empower our clients to maintain the availability, security, and compliance of their critical data while discovering innovative ways to extract insights more...

  • Client Relationship Manager

    3 days ago

    San Diego, California, United States Catalyst Career Group Full time

    Job OverviewWe are a forward-thinking growth agency situated at the crossroads of marketing, consultancy, and data analytics, dedicated to enhancing revenue and brand visibility for both established and emerging enterprises globally. Our commitment to a people-centric culture emphasizes the importance of diverse backgrounds and experiences, which we believe...