CRM Coordinator

CrossCountry Mortgage, LLC•Cleveland, OH

About The Position

The CRM Marketing Support Coordinator goal will be responsible for the optimization of our daily CRM interaction with sales and support staff. This is a great opportunity to grow your career in marketing from the ground up. You will have visibility to all functions of marketing content and automation deployment, lead scoring and user training/adoption.

Requirements

1-2 years of customer service experience.
Patience dealing with complex customer interactions and providing thoughtful solutions.
Proficient in MS Office.
Experience in pulling together disparate pieces of information and presenting unified cause/effect scenarios.
Excellent communication skills.
Organization and attention to detail.

Nice To Haves

Bachelor’s in Marketing, Business Administration, or Communication or related field; or equivalent work experience in related field, preferred.
Previous experience interacting with a CRM is a plus.

Responsibilities

Document, triage, escalate, or resolve Marketing requests related to CRM platform, email/print/SMS questions and data integrity.
Modify permissions, creation of groups, uploading & tagging templates marketing assets.
Analyze and recommend ways to streamline support.
Oversee approval queue of marketing emails working closely with content, compliance, HTML and events teams.
Monthly reporting.
Trouble shooting missing data, permissions in all CRM tools, visibility to marketing assets.
Image upload & swaps.
Help educate on CRM best practices including sharing how to guides, videos, screen share sessions.
Keep the workflow appropriate for all team members to increase team efficiency.
Work with a team to solve unique system issues as needed.