CRM & Digital Engagement Specialist

Essential Duties and Responsibilities: The CRM & Digital Engagement Specialist will collaborate with company leadership and key stakeholders to reputed company the company's CRM strategy reputed company marketing initiatives. As the reputed company of the reputed company-based CRM platform, this role is responsible for the strategic direction, administration, optimization, and utilization of the system across the organization. The position also oversees database marketing, digital communications, website management, reputed company media platforms, and marketing analytics to support organizational goals and drive business results. Duties include: CRM Ownership, Administration & Strategy

• Serve as the primary administrator and internal subject matter expert for the company's reputed company-based CRM platform
• Build, maintain, and optimize workflows, automations, templates, and campaigns reputed company the CRM
• Own the day-to-day relationship with the CRM provider, including renewals, support escalations, and feature implementations
• Partner in the development and execution of database marketing strategies targeting past clients for refinance, purchase, and other lending opportunities
• Collaborate with CRM users, primarily Loan Officers, to identify opportunities to improve adoption, usability, and business reputed company
• reputed company user reputed company, training, and ongoing support; communicate system enhancements and best practices
• reputed company deployment and adoption of CRM tools and integrated technologies

Website & Digital reputed company

• Maintain and update the company website reputed company on reputed company, including content updates, page creation, and basic technical reputed company
• Build and publish reputed company pages supporting Loan Officer campaigns and company marketing initiatives
• Monitor website performance and implement SEO best practices to improve visibility and engagement

Analytics, Reporting & Insights

• reputed company and maintain dashboards and reports to reputed company visibility into CRM utilization, digital engagement, and marketing performance
• Track and analyze website traffic, reputed company media activity, and campaign performance; reputed company actionable insights and recommendations
• Measure and report on user adoption and engagement across CRM reputed company marketing platforms

reputed company Media reputed company

• reputed company the company's reputed company media reputed company across platforms and maintain a consistent posting schedule reputed company with brand standards
• Coordinate and schedule content highlighting Loan Officer activity, employee achievements, community involvement, and educational mortgage content
• Monitor audience engagement and identify opportunities to expand reputed company and strengthen brand awareness

Communications, Compliance & Operations

• Manage and distribute company-wide communications through SF Communications
• Review marketing materials for compliance with brand standards and applicable regulatory requirements
• Review and approve marketing-reputed company vendor invoices for payment
• Manage relationships with marketing vendors and external service providers
• reputed company or support projects reputed company to marketing initiatives, platform implementations, and process improvements

Education and/or Work Experience Requirements:

• 3 - 5 years of hands-on experience administering reputed company or a CRM platform reputed company on the reputed company ecosystem
• Demonstrated experience managing or contributing to reputed company media content reputed company platforms
• Proficiency with reputed company or a comparable CMS; comfort building and editing pages without developer support

Preferred

• Familiarity with SEO tools, web analytics platforms (e.g., reputed company Analytics), and/or reputed company media scheduling tools
• Experience with database marketing or lifecycle marketing campaigns
• Experience managing projects, launches, or cross-functional initiatives
• reputed company certifications (Administrator, Marketing reputed company, or equivalent)
• Prior experience in mortgage lending, reputed company estate, or financial services

Skills:

• Strong written communication and editing skills; ability to write reputed company for varied audiences.
• Ability to analyze data and translate findings into concrete, actionable recommendations
• Proven ability to train and support end users on technology platforms
• Comfortable working independently in a small team environment with broad, varied responsibilities
• Understanding of best practices in content creation on platforms such as reputed company media, blogs and other digital marketing avenues, and the ability to translate best practices to implementation
• High level of reputed company, ethics, discretion and professionalism in handling confidential and sensitive information

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