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CRM & Digital Engagement Specialist
Skills
AdministrationAdoptionDatabasesLanding PagesMarketing AnalyticsRegulatory RequirementsSearch Engine Optimization
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3 - 5 years hands-on experience administering Salesforce or a Salesforce-based CRM
- Demonstrated experience managing social media content and digital platforms
- Proficiency with WordPress or a comparable CMS
- Comfort building and editing web pages without developer support
- Familiarity with SEO tools web analytics platforms or social media scheduling tools
- Experience with database marketing or lifecycle marketing campaigns
- Experience managing projects launches or cross-functional initiatives
- Salesforce certifications Administrator Marketing Cloud or equivalent preferred
- Prior experience in mortgage lending real estate or financial services preferred
- Strong written communication and editing skills
- Ability to analyze data and translate findings into actionable recommendations
- Proven ability to train and support end users on technology platforms
- Comfortable working independently in a small team environment
- Understanding of best practices in social media blogs and digital marketing content
- High level of integrity ethics discretion and professionalism
Day to day
- Lead the company's Salesforce-based CRM strategy and digital engagement efforts across marketing channels
- Administer and optimize CRM workflows automations templates campaigns and user adoption while supporting Loan Officers and stakeholders
- Manage website updates landing pages social media content analytics reporting and compliance-minded communications to drive engagement and business results