CRM Training Specialist

Fairway Independent Mortgage Corporation

20h • Onsite

About The Position

As our CRM Training Specialist, you will be the driving force behind our branch network’s marketing success. You won’t just be training—you’ll be empowering our teams to master Total Expert (TE), streamlining their automation strategies, and directly impacting their growth. From designing high-energy live demos to producing sleek video content and troubleshooting system performance, you will be the go-to expert for all things CRM and marketing automation.

Requirements

• 4-year Bachelor’s Degree.
• 2+ years in a marketing support role, specifically within the mortgage or sales industry.
• Demonstrated expertise in Total Expert (TE) or a comparable CRM.
• Solid understanding of core marketing principles and automation workflows.
• Exceptional presentation skills and the ability to communicate technical concepts to non-technical audiences.

Responsibilities

• Create, promote, and facilitate dynamic training sessions via live demonstrations, recorded videos, and written resources.
• Lead the transition for new branches, ensuring their CRM accounts are perfectly tailored to their unique business needs.
• Analyze monthly attendance and feedback data to identify trends, improve engagement, and boost knowledge retention.
• Maintain a library of accurate, relevant training content, transforming complex technical workflows into easy-to-digest video formats.
• Drive CRM adoption through creative internal campaigns, incentives, and gamification strategies.
• Act as the primary liaison between end-users and vendors to monitor system performance and resolve site issues.
• Provide exceptional assistance to branch and corporate employees via phone, email, and virtual meetings.
• Manage account setups and administrative tasks within Total Expert to ensure the platform runs at peak efficiency.

What This Job Offers

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