CrossCountry Mortgage in Denver, CO is looking for an experienced CRM Manager to join our dynamic team. In this role, you will be instrumental in the ongoing development, maintenance, and oversight of our CRM system and database. Join a collaborative team dedicated to providing exceptional customer experiences throughout the mortgage loan process. If you are detail-oriented, tech-savvy, and have a background in CRM management, we welcome you to be a part of our successful journey. Apply now and become a key player in our achievements! Responsibilities: • Develop and implement strategies to continually optimize CRM journeys, marketing materials, and campaigns, focusing on efficiency and delivering an outstanding experience for borrowers. • Follow up with loan officers to ensure timely and accurate updates within the CRM. • Maintain a comprehensive understanding of the current status of each lead, facilitating effective communication and coordination. • Send out TypeForm survey to Real Estate agents and manage survey feedback • Manage client review process via Birdseye • Accurately track weekly and monthly reporting metrics in the CRM and look for opportunities for improvement Qualifications: • 3+ years of experience in CRM management • Strong knowledge of CRM platforms and tools (e.g. Salesforce, HubSpot, Insellerate) • Proficiency in data analysis and reporting • Excellent communication and interpersonal skills • High level of attention to detail and strong organizational skills • Highly proficient in technology and working with different platforms Compensation: $50,000 - $60,000 • Develop and implement strategies to continually optimize CRM journeys, marketing materials, and campaigns, focusing on efficiency and delivering an outstanding experience for borrowers. • Follow up with loan officers to ensure timely and accurate updates within the CRM. • Maintain a comprehensive understanding of the current status of each lead, facilitating effective communication and coordination. • Send out TypeForm survey to Real Estate agents and manage survey feedback • Manage client review process via Birdseye • Accurately track weekly and monthly reporting metrics in the CRM and look for opportunities for improvement CrossCountry Mortgage
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