CRM Marketing Support Coordinator

CrossCountry Mortgage - Cleveland, OH

Full-time - Entry Level

Cleveland, OH

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The CRM Marketing Support Coordinator plays a crucial role in optimizing daily CRM interactions with sales and support staff. This position involves managing marketing content and automation deployment, lead scoring, and user training/adoption, ensuring effective communication and support within the marketing team.

Responsibilities

• Document, triage, escalate, or resolve marketing requests related to CRM platform, email/print/SMS questions and data integrity.
• Modify permissions, creation of groups, uploading, and tagging templates marketing assets.
• Analyze and recommend ways to streamline support.
• Oversee approval queue of marketing emails working closely with content, compliance, HTML, and events teams.
• Gather data necessary for monthly reporting.
• Troubleshoot missing data, permissions in all CRM tools, and visibility to marketing assets.
• Complete image uploads and swaps.
• Assist in the education on CRM best practices including sharing 'how to' guides, videos, and screen share sessions.
• Keep the workflow appropriate for all team members to increase team efficiency.
• Collaborate with a team to solve unique system issues as needed.

Requirements

• Bachelor's degree in Marketing, Business Administration, Communications or related field, or equivalent combination of education/experience.
• 1-2 years' customer service experience.
• Experience in pulling together disparate pieces of information and presenting unified cause and effect scenarios.
• Proficient in Microsoft Office applications.
• Excellent communication, customer service, and problem resolution skills.
• Excellent attention to detail and organization skills.
• Previous experience interacting with a CRM, preferred.
• Helpdesk or technical support experience, preferred.
• Mortgage industry experience, preferred.

Nice-to-haves

• Previous experience interacting with a CRM
• Helpdesk or technical support experience
• Mortgage industry experience

Benefits

• Competitive compensation plan
• Medical insurance
• Dental insurance
• Vision insurance
• 401K
• Short-term disability
• Employee assistance program
• Wellness program