CRM Manager - Hybrid

IPG • Sarasota, FL

2d • Hybrid

About The Position

The CRM Manager owns the strategy, governance, and optimization of the CRM platform to support business growth and operational efficiency. As the CRM subject-matter expert, this role is responsible for system integrity, reporting, and adoption across the organization. The position is in the Sales department and is based in Sarasota, Florida, with a hybrid designation. It reports to the Director of Business Performance & Sales Operations and is classified as non-exempt salaried.

The CRM Manager sets the CRM roadmap and prioritizes enhancements in line with business objectives. The role provides product-owner direction on workflows, integrations, and enhancements; validates business requirements; develops business cases and budget justifications; and holds IT and vendor partners accountable for delivery. It establishes and enforces data governance, designs and delivers user training, develops and maintains actionable reporting and dashboards, and promotes appropriate CRM use and data integrity across sales teams. The role also leads continuous improvement, evaluates platform enhancements and industry practices, and incorporates relevant updates into system strategy and training.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field, or equivalent experience.
• At least 3 years of experience in CRM strategy, governance, and optimization, including cross-functional adoption initiatives.
• Strong analytical and decision-making skills, with the ability to translate data into strategic recommendations.
• Proficiency in CRM platforms.
• Excellent communication and facilitation skills to influence and drive change across teams.
• Exceptional organizational and time-management skills, with a focus on accountability and continuous improvement.

Nice To Haves

• Experience with Microsoft Dynamics, preferred.
• Experience with Power BI, preferred.

Responsibilities

• Own CRM strategy and governance, define the roadmap, and prioritize enhancements aligned with business objectives.
• Serve as CRM product owner by directing workflows, integrations, and enhancements; validating business requirements; developing business cases and budget justifications; and holding IT and vendor partners accountable for timely, accurate delivery.
• Establish and enforce data governance standards, including deduplication, validation processes, and compliance monitoring.
• Design and deliver CRM training for all user levels, including onboarding and ongoing enablement, to support adoption and compliance with best practices.
• Create and maintain reporting and dashboards that provide actionable insights for leadership and sales teams, and retire reports that no longer meet business needs.
• Set expectations for CRM usage and data integrity, monitor compliance through reporting, escalate engagement or adherence gaps, and guide process improvement where relevant.
• Lead continuous improvement initiatives by assessing system usage, training effectiveness, and evolving business needs.
• Research and evaluate CRM platform enhancements and industry best practices, incorporating relevant updates into system strategy and training programs.
• Perform related tasks as requested by the supervisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level