CRM Strategist

VisionPoint Marketing•Raleigh, NC

6d•Hybrid

About The Position

VisionPoint Marketing is seeking a CRM Strategist to join their Strategy Team. This role involves shaping and executing CRM strategies for higher education clients to drive enrollment growth. The position combines strategic thinking with hands-on execution, including developing strategies, identifying opportunities, designing solutions, and implementing/optimizing CRM systems. VisionPoint partners with platforms like Slate and Element451 and supports clients using various CRMs including Salesforce. The CRM Strategist will collaborate with internal teams and clients, focusing on understanding client goals, developing solutions, and leading CRM implementations and optimization efforts. The ideal candidate will understand how CRM technology supports the customer journey and be eager to influence strategy, improve customer experiences, and deliver measurable results.

Requirements

Bachelor’s degree in relevant field.
3+ years of hands-on CRM experience, including system configuration, implementation, administration, or optimization.
Strong working knowledge of at least one major CRM platform, such as Slate, Element451, Salesforce, HubSpot, or a comparable solution.
Experience developing and implementing CRM workflows, marketing automation, communication journeys, and reporting solutions.
Strong understanding of how CRM technology supports marketing strategy, customer journeys, lead management, and broader business objectives.
Ability to translate strategic goals and client needs into practical CRM solutions, with an interest in contributing to both strategy development and hands-on execution.
Strong oral, written, presentation, and interpersonal skills with a proven ability to communicate complex CRM concepts clearly to both external clients and internal teammates.
Tech-savvy with strong analytical, problem-solving, and decision-making skills.
Ability to collaborate effectively with marketing strategists, technical specialists, and other team members toward common goals.
Strong time management, organizational skills, attention to detail, and follow-through.
Quick learner and self-starter who delivers excellent work efficiently and takes initiative in learning new technologies.
Sense of ownership and accountability to the goals, the client, and the team.
Desire to thrive in a fast-paced, often changing environment.
Thirst for knowledge and commitment to professional growth.
Proficient in Google Workspace, particularly Google Sheets, with the ability to learn and adapt to new technologies and software platforms.
Actively contribute to VisionPoint’s culture.

Nice To Haves

Experience across multiple CRM platforms is a plus.

Responsibilities

Partner with Marketing Strategists to develop integrated marketing and CRM strategies that support client goals and improve the customer journey.
Conduct audits of client CRM systems to assess current configuration, functionality, utilization, and opportunities for improvement.
Develop CRM project goals, strategies, and implementation plans that translate client objectives into actionable solutions.
Lead CRM implementations and optimization efforts, applying technical knowledge of CRM data structures, integrations, workflows, and user experience to translate strategy into effective solutions.
Provide strategic guidance and hands-on execution across key CRM functions, including Data management, Governance, Lead capture, management, and nurture, Event management, Multi-channel Orchestration, System integrations and workflow automation, Interaction tracking, Application and forms, Analytics and reporting, Audience segmentation and personalization, Marketing automation and communication journeys.
Identify gaps, risks, and opportunities within client CRM systems and recommend solutions that improve performance and operational efficiency.
Collaborate with clients and internal teams to establish project priorities, develop implementation plans, and ensure successful execution.
Develop reporting and analytics to measure CRM performance, marketing effectiveness, and return on investment.
Contribute to VisionPoint’s CRM methodologies, best practices, and technology partnership programs.
Support new business opportunities by providing CRM expertise during discovery, solution development, and client presentations.