CRM Solutions Officer

CRM Solutions Officer

Small enough to care. Big enough to deliver.

The CRM Solutions Officer is responsible for managing the CRM system and ensuring its effective use for customer communications. This role requires a strategic thinker with a strong understanding of CRM systems, customer relationship management, marketing communications, and inspiring a sales culture.

Responsibilities

• Lead the development, implementation, and optimization of the CRM system to meet business objectives and enhance customer engagement.
• Develop and execute customer communication strategies through the CRM, including email campaigns, notifications, personalized messaging, and journey-triggered communications.
• Optimizes A / B and multivariate tests of Customer journeys and communications.
• Work closely with marketing, sales, IT, and customer service teams to ensure the CRM system supports their needs and integrates seamlessly with other business processes.
• Oversee the collection, analysis, and utilization of customer data to drive targeted marketing efforts, improve customer experience, and support segmentation strategies.
• Utilize customer and prospect data to aid in client retention, acquisition, and cross-selling.
• Track and report on CRM performance metrics, including customer engagement, campaign effectiveness, and system usage.
• Identify opportunities for system enhancements and process improvements to maximize the CRM's value to the organization.
• Provide training and support to CRM users, ensuring they are equipped to leverage the system effectively.
• Maintains data integrity and assures adherence to risk management policies.
• Collaborates with Compliance and other departments to maintain continuous compliance with banking, marketing and postal regulations, including CAN-SPAM, CDA, CPRA, CRA, Fair Banking, and all others as applicable.

Qualifications

The Perks!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.