CRM Administrator

Western Alliance Bank•Irvine, CA

About The Position

As a CRM Administrator, you'll need to maintain a high standard of data hygiene, reporting, and overall development in Velocify, while providing support to users in different teams within Sales and Marketing departments. Provide quality user support while quickly and accurately resolving technical issues. Identify opportunities to optimize performance and improve user interface. Create and utilize reports to monitor data quality and data migrations. Ensure prime borrower experience by continuously assessing CRM workflows and distributions. Reliably accomplish given routine tasks such as sending out update reports and loading leads to the CRM. Develop, test, and manage integrations across partner systems within Velocify. Verify users have access to the right data by managing the platform security settings, access to apps, objects, records and fields. Write up effective change communications to CRM users when new features are introduced as well as be able to train to these changes in a simple and straightforward manner. Consistently document project specs and time management details in a project tracking tool. Design, document, build, test, and deploy enhancements to custom objects, page layouts, workflows, reports, views and dashboards.

Requirements

2+ years of related experience in CRM Administration, database management, information management or similar field
Some college or technical training required
Previous leadership experience required
Intermediate knowledge of residential mortgage industry in Correspondent and/or TPO space
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices
Advanced expertise in designing and executing marketing strategies that deliver measurable growth, digital marketing, brand strategy, SEO, social media and integrated campaigns
Advanced analytical skills and experience using data to drive targeting and segmentation
Ability to manage multiple projects and deadlines independently, with attention to detail
Advanced speaking and writing communication skills

Responsibilities

Maintain a high standard of data hygiene, reporting, and overall development in Velocify
Provide support to users in different teams within Sales and Marketing departments
Provide quality user support while quickly and accurately resolving technical issues
Identify opportunities to optimize performance and improve user interface
Create and utilize reports to monitor data quality and data migrations
Ensure prime borrower experience by continuously assessing CRM workflows and distributions
Reliably accomplish given routine tasks such as sending out update reports and loading leads to the CRM
Develop, test, and manage integrations across partner systems within Velocify
Verify users have access to the right data by managing the platform security settings, access to apps, objects, records and fields
Write up effective change communications to CRM users when new features are introduced as well as be able to train to these changes in a simple and straightforward manner
Consistently document project specs and time management details in a project tracking tool
Design, document, build, test, and deploy enhancements to custom objects, page layouts, workflows, reports, views and dashboards