CRM Marketing Manager - Salesforce

Ira Financial Partners L.P. - Baltimore, MD

Full-time - Mid Level

Remote - Baltimore, MD

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The CRM Marketing Manager is responsible for managing, configuring, and maintaining the Salesforce platform and the marketing campaigns that originate from it. This role ensures optimal performance of Salesforce, supports end-users, and collaborates with stakeholders to implement, measure, and refine solutions that drive results across various audience segments through automated communications.

Responsibilities

• Manage and maintain Salesforce environment, including user accounts, security settings, system performance, and system configurations.
• Create and refine automated lifecycle journeys and on-off campaigns across email, direct mail, SMS, and other CRM channels to increase conversion, retention, and customer lifetime value (LTV).
• Design database marketing strategies based on behavior, segmentation, and lifecycle stages.
• Analyze campaign performance, identifying opportunities for A/B testing and ongoing optimization.
• Build cross functional relationships internally, working closely with Sales, Customer Service, and other internal teams.
• Customize Salesforce objects, fields, record types, page layouts, and workflows to align with business requirements.
• Provide day-to-day support to Salesforce users, including troubleshooting issues and answering queries.
• Oversee data import, export, and data quality management within Salesforce to ensure accuracy and consistency of customer relationship management (CRM) data.
• Create and manage reports and dashboards to support decision making and monitor key performance indicators.
• Collaborate with stakeholders to gather requirements and translate them into Salesforce solutions.
• Lead the planning and execution of Salesforce related projects, including system upgrades, integrations, and process improvements.
• Other tasks as assigned by management.

Requirements

• Must be fully authorized to work in the US for any employer.
• Bachelor's degree in computer science, information systems, business administration, marketing, or a related field preferred; or equivalent work experience.
• 5+ years of hands-on lifecycle marketing experience.
• Experience building multi-channel, automated journeys in Salesforce Marketing Cloud.
• Proven experience as a Salesforce Administrator, Salesforce CRM Manager, or in a similar role, with a deep understanding of Salesforce features and functionality.
• Excellent analytical and problem-solving skills with the ability to troubleshoot and resolve issues effectively.
• Strong communication skills, with the ability to convey technical information to non-technical users.
• Ability to manage multiple tasks and projects simultaneously in a fast-paced environment.
• Experience in financial services marketing is highly preferred.

Nice-to-haves

• Experience in financial services marketing is highly preferred.

Benefits

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Health insurance
• Parental leave
• Vision insurance
• Paid Time Off
• Sick Time
• Volunteer Time
• Birthday Time Off