Crm Coordinator Jobs

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CRM Operations Coordinator

Swinerton•San Francisco, CA

About The Position

The CRM Operations Coordinator assists with overall CRM system administration, including data management, analysis, reporting, and the development and enforcement of policies and procedures. The role supports day-to-day system management and innovation, maintains data integrity, creates and validates reports, and helps CRM users through training and troubleshooting. The coordinator also supports marketing teams with contact lists and campaigns, collaborates on system integrations and ERP updates, and manages licensed-user setup and reconciliation.

Requirements

  • Bachelor’s degree in marketing, strategic communications, library science, journalism, or a similar field.
  • 2–3 years of database experience.
  • Motivated self-starter.
  • Exercises excellent judgment and works efficiently with minimal oversight.
  • Thinks logically and analytically.
  • Strong attention to detail.
  • Ability to manage multiple projects and time wisely.
  • Strong written and oral communication skills, especially interpersonal skills.
  • Familiarity with CRM systems, specifically Cosential.
  • Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
  • Basic skills in Adobe InDesign.

Nice To Haves

  • Advanced Excel knowledge.

Responsibilities

  • Assist with day-to-day administration, management, and innovation of the CRM system.
  • Monitor and manage data integrity, correct inaccuracies, and provide users with feedback on protocols, processes, policies, and procedures.
  • Help create, document, and communicate system changes, policies, procedures, and new features.
  • Create, update, and validate reports for data analytics, trade organization rankings, companywide KPIs, executive reporting, and data audits.
  • Assess system and process changes and training needs, and provide CRM users with solutions, support, and guidance.
  • Help create, maintain, and conduct a formal CRM user training program, including materials and virtual or in-person sessions using varied media and platforms.
  • Support Corporate, Regional, and Division Marketing teams in uploading, creating, and maintaining email contact lists for marketing and email campaigns.
  • Assist with planning, implementation, customization, execution, and maintenance of CRM features and workflows, as well as system changes and updates to policies, procedures, and processes.
  • Research, troubleshoot, and resolve integration issues, errors, and unexpected system behavior; facilitate troubleshooting and resolution with CRM vendor support.
  • Work with BTech on integration initiatives, CRM configuration and system setup changes, and validation and testing of ERP updates; assess impacts and required CRM changes and communicate outcomes.
  • Manage setup of additional licensed users and reconcile licenses.
  • Perform other responsibilities as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with company matching
  • Employee Stock Ownership Program (ESOP)
  • Individual stock ownership
  • Paid vacation
  • Paid sick leave
  • Paid holidays
  • Bereavement leave
  • Employee assistance program
  • Pre-tax flexible spending accounts
  • Basic term life insurance and AD&D
  • Business travel accident insurance
  • Short- and long-term disability
  • Financial wellness coaching
  • Educational assistance
  • Care.com membership
  • ClassPass fitness membership
  • DashPass delivery membership
  • Voluntary additional term life insurance
  • Long-term care insurance
  • Critical illness and accidental injury insurance
  • Pet insurance
  • Legal plan
  • Identity theft protection
  • Other voluntary benefit options

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Frequently Asked Questions

Common questions about Crm Coordinator careers and jobs.

Based on current job postings on Teal, the average Crm Coordinator salary in the US is approximately $60,000 per year, with a typical range of $43,000 to $88,000.
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