CRM Administrator
About The Position
We are seeking a CRM Administrator to support day-to-day management, optimization, and execution of marketing initiatives. This role is responsible for maintaining CRM data integrity, building and deploying marketing campaigns, supporting automated customer journeys, and ensuring CRM workflows operate efficiently. The ideal candidate is analytical, organized, technically capable, and comfortable working across teams to translate business needs into effective CRM execution. This is a mid-level individual contributor role suited for someone who is both detail-oriented and proactive in identifying opportunities to improve systems, campaigns, and processes.
Requirements
- Experience administering CRM systems and executing marketing automation campaigns
- Strong understanding of audience segmentation, customer journeys, and data-driven marketing execution
- Ability to think logically and strategically about automation workflows and communication triggers
- Experience translating data and performance metrics into actionable improvements
- Strong problem-solving mindset with the ability to troubleshoot technical issues independently
- Excellent organizational skills and strong attention to detail
- Effective communicator who can work with both technical and non-technical stakeholders
- Self-starter who takes ownership and follows projects through to completion
Nice To Haves
- Experience in mortgage or financial services is a plus, but not required
Responsibilities
- Manage and optimize CRM workflows, configurations, and data integrity to support marketing and sales performance
- Build, deploy, and monitor campaigns and automated marketing journeys
- Develop audience segmentation and logic-based communication triggers that improve engagement and conversion
- Support the design and improvement of customer lifecycle journeys within the CRM
- Create and maintain KPI-driven reporting to evaluate campaign effectiveness and identify improvement opportunities
- Proactively diagnose and resolve CRM issues impacting campaign execution, reporting, or user experience
- Document processes, standards, and best practices to support scalability and consistency
- Collaborate cross-functionally with other teams to translate business goals into CRM solutions
- Manage incoming CRM support requests and provide help, solutions or guidance
- Deliver training and enablement support to help users maximize CRM capabilities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
