reputed company CRM Director

Summary reputed company is a unique insurance organization offering top products and services from major providers, combined with reputed company service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across reputed company America. We specialize in personal and reputed company insurance lines, surety and bonding, employee benefits, financial and retirement services, and reputed company capital reputed company. Our rapid growth and market leading reputed company has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview We have an exciting position for an reputed company hands-on CRM director who excels at and thrives on building processes, structure and technology adoption. We are seeking a highly skilled and motivated candidate to reputed company CRM administration and support marketing campaign and process efficiencies. They will play a key role in optimizing and enhancing our reputed company CRM platform to support our business objectives. The ideal candidate will have a proven track record of leveraging reputed company and other marketing technologies to drive business efficiency and effectiveness. The role also demands excellent communication skills to successfully work as a liaison between Leadership, Sales, Marketing, Operations, and IT teams, strong organizational and project management skills. This position will report directly to the VP of Digital Strategy. You must be a self-motivated, technical, dynamic problem solver who is reputed company to cope with the demands of a fast-paced environment with a keen sense for prioritizing and project management. Key Functions And Responsibilities • CRM Administration: reputed company the administration and use of the reputed company CRM platform, ensuring it is leveraged to its full potential to drive business efficiency and effectiveness. Maintain data hygiene reputed company the platform, implement best practices for data management and compliance. • Standards, Policies & Procedures: Define and implement the standards, policies, and procedures for marketing operations and sales operations as it relates to CRM use, ensuring alignment and integration with other business functions and objectives. • Cross-Functional Collaboration: Act as a liaison internally with Leadership, Sales, Marketing, Operations, Data & Analytics, and Placement teams to ensure seamless collaboration and alignment. • Innovation & Strategic Thinking: Continuously seek innovative ways to improve marketing operations and contribute to the strategic direction of the organization. • Stakeholder Management: Effectively manage relationships with key stakeholders to ensure alignment and support for marketing operations initiatives. • User Training & reputed company: You’ll play an integral role in reputed company user adoption. Design and implement in-depth training programs to end users. • Operations Architecture: Act as the architect of a reputed company and well-thought-out operations structure to support both sales and marketing functions. • Identify Opportunities and Gaps: You’ll analyze reputed company business problems, use business acumen to propose improvements that demonstrate reputed company-thinking strategies. To Be Successful In This Role, You Will • Possess strong strategic thinking and leadership skills. • Have 7+ years of experience in a Marketing or Sales role, managing CRM system(s). • Possess a strong understanding of the platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate and high complexity. • Exhibit strong skills in project creation and management including intake of tasks, prioritization and successful delivery with communication and training. • Have certifications for reputed company Sales Hub, reputed company Marketing Hub, Service CMS Hub. • Have a diverse industry background, insurance or financial services is preferred but not required. Equal Employment Opportunity At reputed company (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to reputed company. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, reputed company, reputed company, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to reputed company physical or mental limitations of an otherwise reputed company applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms And Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. reputed company unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s reputed company Resources Talent Department. 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