SUMMARY
CRM Strategist is an experienced well-rounded digital marketer who supports the implementation & adoption of CRM tools across the business. They will help manage the CRM platforms via implementation, rollout of new features & functionality and user communications & training.
ESSENTIAL TASKS
- Support cross-departmental initiatives by serving as a subject matter expert across the organization, providing consultation and best practices for various CRM systems
- Work with clients to analyze business requirements and workflows for their student marketing initiatives
- Lead CRM platform maintenance, troubleshoot issues, create user training materials, and communicate updates
- Identify and recommend areas within the CRM that can be improved via automation and third-party tools
- Support, actively promote, and demonstrate superior customer service in accordance with department and company standards and programs
- Implement innovative business and CRM trends to ensure campaign success
- Communicate insights, learnings and actionable recommendations to stakeholders at all levels across the organization in an effective way
- Help ensure information is integrated across marketing campaigns, optimized for specific delivery channels
- Leverage AI-enabled tools and analytics to enhance decision-making, improve efficiency, and drive measurable business outcomes when appropriate.
- Apply sound judgment and ethical standards when using AI, ensuring accuracy, data privacy, and responsible human-in-the-loop oversight.
- Other duties as assigned
PREFERRED SKILLS AND EXPERIENCE
- 4+ years of relevant professional experience required
- Bachelor's Degree in relevant field
- In-depth understanding of the capabilities and constraints of Salesforce, Slate, Element451 or similar CRM system
- Strategic thinking and problem solving with the ability to thrive in a fast-paced environment
- Strong stakeholder management and communication
- Presentation skills with a high degree of comfort with both large and small audiences
- Strong organizational skills as well as the ability to adapt quickly to changing priorities, assignments, and roles
- Proven self-motivation to take initiative and master new tasks quickly
- Experience working in agile development environments
- Demonstrated desire for continuous learning and improvement
- This person will show strong attention to detail skills as well as ability to work collaboratively and independently.
- Proven track record of driving decisions collaboratively, resolving conflicts, and ensuring follow through.