Jr CRM

Panorama Mortgage Group LLC • Franklin Township, OH

just now

About The Position

We are seeking a Junior CRM to join our growing marketing team. Reporting to the Marketing Manager, you will support the day-to-day operation of our CRM systems, helping keep data clean, campaigns running smoothly, and internal teams supported. This role is ideal for someone who is organized, detail-oriented, and excited to learn how CRM platforms power modern marketing and sales efforts.

At Panorama, we live by the slogan “Simpler Process. Better Pricing.” We are a forward-thinking team of doers who value clarity, momentum, and getting things done right. Our marketing department is collaborative, fast-paced, and constantly evolving. With guidance from senior team members, you’ll have the opportunity to grow your technical and operational skills while contributing to impactful marketing initiatives across the business.

Requirements

• Has a bachelor’s degree in Marketing, Business, Information Systems, or a related field
• Has basic experience with CRM platforms such as Salesforce, HubSpot, Zoho, Follow Up Boss, or similar
• Is detail-oriented and comfortable managing data accurately
• Communicates clearly in English, both written and verbal
• Works well cross-functionally and enjoys collaborating with marketing, sales, and support teams
• Is organized, proactive, and able to follow instructions while managing daily tasks independently
• Is comfortable working with tools like Excel or CRM dashboards to review performance data

Nice To Haves

• Has a basic understanding of email marketing, segmentation, automation, and reporting (a plus)

Responsibilities

• Support the day-to-day administration of the CRM platform, including user setup, permissions, basic configurations, and data control.
• Assist with the execution of CRM campaigns, email journeys, workflows, and automations in collaboration with the marketing team
• Maintain accurate contact lists, segments, tags, and records to ensure data consistency and organization
• Provide first-level support to internal teams using the CRM, helping resolve basic issues and escalating more complex requests when needed
• Track CRM performance metrics such as open rates, click-through rates, and lead activity, and assist in building reports or dashboards
• Collaborate with marketing, sales, and operations teams to support CRM-related requests and ensure processes are followed correctly
• Help document CRM workflows, processes, and best practices to improve efficiency and support onboarding
• Show curiosity and interest in learning deeper CRM configuration (automations, forms, fields) and participating in process improvement projects over time

What This Job Offers

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