Are you a detail-oriented systems enthusiast who thrives on data integrity and process efficiency? As our CRM Coordinator, you will serve as the primary engine behind our customer relationship platform, ensuring that our data is pristine and our team stays connected. This role is a perfect fit for a proactive professional who enjoys the intersection of technology and communication. You will manage everything from lead distribution and account setups to website updates and email campaigns, playing a vital part in how we engage with our clients and streamline our internal operations.
Key Responsibilities:
Data Stewardship: Maintain, audit, and update customer records within the CRM to ensure a "single source of truth" for the organization.
Lead Management: Review, distribute, and track incoming web leads in real-time to ensure no opportunity is missed.
Internal Systems Support: Act as the go-to resource for team members regarding CRM updates, basic troubleshooting, and login assistance.
Communication Oversight: Manage shared inboxes, route requests to the appropriate departments, and distribute approved client communications.
Operational Tracking: Monitor account activity, track new setups, and ensure all required documentation is collected and filed accurately.
Digital Support: Assist with basic website updates using WordPress and support the execution of email marketing campaigns via platforms like Mailchimp.
Financial Data Entry: Input and maintain sensitive financial instruments (e.g., bonds/CUSIPs) within internal systems with a high level of precision.
Reporting: Maintain internal trackers and spreadsheets to provide leadership with accurate, up-to-date performance data.
Systems Experience: Prior professional experience working within CRM platforms or data management environments.
Technical Proficiency: Strong expertise in Microsoft Office, with a heavy emphasis on Excel (data management) and Outlook.
Detail Orientation: Extraordinary attention to detail and organizational skills; a "zero-error" mindset when handling data.
Communication: Strong written and verbal communication skills for effective cross-departmental collaboration.
Attributes: A proactive, resourceful self-starter who takes ownership of their work and is motivated by continuous process improvement.
Marketing Exposure: Experience with email marketing platforms (e.g., Mailchimp) or automation tools.
Industry Context: Familiarity with financial services or working within highly regulated, compliance-driven environments.
Technical Curiosity: A desire to learn new systems and a natural curiosity for how platforms can be optimized for better performance.