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Crm Assistant Jobs (NOW HIRING)

BayFed

CRM, Project Manager

Capitola, CA · On-site +1

$114K - $142K/yr

The CRM, Product Manager leads the credit union's strategy and execution for its Customer ... This role partners across business units to assist with translating operational needs into scalable ...

Strata Information Group

Slate CRM Consultant

San Diego, CA · On-site +1

$90K - $125K/yr

Position Summary & Responsibilities Are you a seasoned functional consultant who can assist clients in crafting, planning, and executing Slate ® CRM solutions tailored for academic institutions? We ...

bet365

CRM Manager, Sports

Denver, CO · On-site

$105K - $130K/yr

As a CRM Manager, Sports you will develop the promotional strategy & lead in building customer loyalty for all user lifecycles through promotional offers and best in class user journeys. Through ...

First American

CRM Campaign Manager

Santa Rosa, CA · On-site

What We Do We are seeking a CRM Campaign Manager to create, maintain, and optimize lifecycle marketing campaigns that support our outside sales team. This role will focus on driving engagement with ...

First American

What We Do We are seeking a CRM Campaign Manager to create, maintain, and optimize lifecycle marketing campaigns that support our outside sales team. This role will focus on driving engagement with ...

Skechers

Analyst, Loyalty & CRM

Manhattan Beach, CA · On-site

$85K - $120K/yr

The Analyst, Loyalty & CRM Analytics helps improve customer retention, repeat purchases, and lifetime value across Skechers digital and retail channels by turning customer and behavioral data into ...

Jobsbridge

Microsoft CRM Dynamics

Walnut Creek, CA

Ability to lead mid-size development teams implementing Dynamics CRM along with custom .NET development, XRM framework, and APIs. Contribute to the functional design and architecture of CRM ...

AbbVie

CRM Transformation Director

Mettawa, IL

The AbbVie Digital Lab Director of CRM will lead the vision, strategy, and roadmap for the advancement of Customer Relationship Management (CRM) capability for US Commercial and accelerate our 1:1 ...

Zocdoc

CRM Marketing Manager

New York, NY · Hybrid

As a CRM Marketing Manager you'll play a meaningful role in making sure we build interesting and effective campaigns that engage patients and ultimately drive sessions and rebookings. The role will ...

Sonsoft Inc

MS Dynamics CRM

Austin, TX

Minimum one project in CRM 2015 or CRM 2016 version experience. Should have experience working with CRM plugins, Javascript and workflows. Should have knowledge on integration with CRM like ...

IDEALFORCE LLC

CRM Developer(33130)

Phoenix, AZ · On-site

Company Description IDEALFORCE has a Contract position available immediately for a Microsoft Dynamics CRM/.NET Developer to join our customer in Phoenix, AZ. Please find below additional details ...

IDEALFORCE LLC

CRM Developer(33897)

Phoenix, AZ · On-site

Company Description IDEALFORCE has a Contract position available immediately for a Microsoft Dynamics CRM/.NET Developer to join our customer in Phoenix, AZ. Please find below additional details ...

Rural King

Loyalty & CRM Specialist

Mattoon, IL · On-site

Lead the build, QA, and deployment of CRM and loyalty campaigns across marketing platforms * Own offer configuration, promotional setup, and incentive structures with a high level of accuracy

Sonsoft Inc

Microsoft Dynamics CRM

Redmond, WA

Minimum one project in CRM 2015 or CRM 2016 version experience. Should have experience working with CRM plugins, Javascript and workflows. Should have knowledge on integration with CRM like ...

Sonsoft Inc

Microsoft Dynamics CRM

Seattle, WA

Minimum one project in CRM 2015 or CRM 2016 version experience. Should have experience working with CRM plugins, Javascript and workflows. Should have knowledge on integration with CRM like ...

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Crm Assistant information

See salary details

$19.5K

$44.9K

$58K

How much do crm assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for crm assistant in the United States is $44,923.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $49,500.00 per year, depending on experience, location, and employer.

Is CRM a remote job?

A CRM Assistant role can be performed remotely, depending on the employer and company policies. Many organizations offer remote or hybrid work options for CRM-related positions, especially those involving data entry, customer communication, and software tools like CRM platforms. Availability of remote work varies by company and job requirements.

What is the difference between Crm Assistant vs Customer Service Representative?

AspectCrm AssistantCustomer Service Representative
Required CredentialsHigh school diploma; CRM software knowledgeHigh school diploma; communication skills
Work EnvironmentOffice-based, CRM systemsCall centers, retail, office
Employer & Industry UsageMarketing, sales, customer relationsCustomer support across industries
Common Search & ComparisonCRM tasks, database managementCustomer support, client interaction

The main difference is that a Crm Assistant focuses on managing customer data within CRM systems, supporting marketing and sales efforts, while a Customer Service Representative primarily handles direct customer interactions and support. Both roles require strong communication skills, but the Crm Assistant emphasizes technical CRM knowledge, whereas the Customer Service Representative emphasizes interpersonal skills.

What are the key skills and qualifications needed to thrive as a CRM assistant, and why are they important?

To thrive as a CRM Assistant, you need a foundational understanding of customer relationship management, data entry, and analytical skills, often supported by a degree in business or a related field. Familiarity with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics, along with proficiency in Excel and basic database management, is typically required. Strong attention to detail, organizational abilities, and effective communication are crucial soft skills for managing customer data and supporting team initiatives. These skills ensure accurate data maintenance, efficient workflow, and positive customer interactions, all of which are vital for maintaining strong client relationships.

What is a CRM assistant?

CRM assistants are professionals who support the management and optimization of a company's Customer Relationship Management (CRM) system. They help maintain customer databases, ensure data accuracy, assist with marketing campaigns, and provide support to sales and customer service teams. Their role is crucial for streamlining communication, improving customer experience, and maximizing the efficiency of CRM tools within an organization.
More about Crm Assistant jobs

What cities are hiring for Crm Assistant jobs?

Cities with the most Crm Assistant job openings:

What are the most commonly searched types of Crm jobs?

The most popular types of Crm jobs are:

What states have the most Crm Assistant jobs?

States with the most job openings for Crm Assistant jobs include:

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Crm Assistant jobs near you
Infographic showing various Crm Assistant job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $44,923 per year, or $21.6 per hour.

CRM, Project Manager

BayFed

Capitola, CA • On-site, Remote

$114K - $142K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Description
About the Role:
The CRM, Product Manager leads the credit union's strategy and execution for its Customer Relationship Management (CRM) and AI driven automation program. This position operates at the intersection of business, technology, and data; owning the product vision, roadmap, and continuous optimization of the Creatio.ai platform. This role partners across business units to assist with translating operational needs into scalable member-centric workflows, intelligent automation, and actionable insights, and represents the Creatio program to senior leadership. The role blends product leadership, people management, analytical rigor, and platform strategy to deliver measurable improvements in efficiency, member engagement, and service quality.
Scheduled Weekly Hours:
40 hours per week; Monday - Friday; 8:30am - 5:30pm
What you'll be doing:
  • Lead the strategy, roadmap, and continuous optimization of Bay Federal's Creatio.ai CRM and AI automation platform.
  • Partner with business units to translate operational needs into scalable CRM solutions, workflows, and automation opportunities.
  • Design, configure, and optimize member journeys, case management, and AI-driven workflows to improve efficiency and the member experience.
  • Manage the Creatio product backlog, define priorities, and balance strategic initiatives with business needs.
  • Develop dashboards, reports, KPIs, and ROI analyses to measure platform adoption, operational performance, and business outcomes.
  • Collaborate with technical teams to integrate Creatio with core systems and third-party applications while ensuring security and compliance.
  • Lead user adoption through stakeholder engagement, training, change management, and continuous process improvement.
  • Manage the Product Analyst, CRM & AI Automation, providing coaching, performance management, and professional development.
  • Serve as the primary relationship manager with Creatio, overseeing vendor partnerships, licensing, escalations, and platform enhancements.
  • Champion innovation by identifying opportunities to leverage AI and automation to streamline processes and deliver measurable business value.

You're Perfect For This Role If You Have:
  • Bachelor's degree in Information Systems, Business Administration, Data Analytics, or a related field (or equivalent experience).
  • 7-10 years of experience in business analysis, product management, or CRM platform delivery, including experience leading or mentoring others.
  • 5+ years of people leadership experience with a proven ability to coach, develop, and lead high-performing teams.
  • Hands-on experience with CRM platforms (Creatio preferred; Salesforce, Microsoft Dynamics, or similar) and workflow automation or low-code/no-code solutions.
  • Experience leveraging AI and automation tools to improve business processes and operational efficiency.
  • Strong analytical skills with experience developing dashboards, reporting, KPIs, and business intelligence insights.
  • Proven ability to translate business objectives into technical solutions while partnering effectively with both business and technology teams.
  • Strong communication, stakeholder management, and strategic planning skills, with the ability to influence at all levels of the organization.
  • Experience in financial services or a credit union environment is preferred.
  • A product mindset with a passion for continuous improvement, innovation, and delivering exceptional member experiences.

Who We Are:
Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area's largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties.
As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its incredible story. Each year, our employees volunteer their time and donate their money to local non-profits, schools, and events. Our managers serve on local non-profit Boards of Director to be involved, understand challenges, and to make a real difference in the communities we serve.
From our founding as a teacher's credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships for members and offer a comprehensive array of solutions to support our member's financial wellness. Through online financial education course offerings, solutions for teachers and students, as well as special programs for youth, our financial wellness programs are free and available to the public. This is a small part of our work in creating thriving and vibrant communities!
We look forward to continuing our story, and hope that you will be a part of it!
Why You'll Love Working at Bay Federal Credit Union
At Bay Federal, we believe that when our employees thrive, our members and community do too. We're proud to offer a comprehensive benefits package and meaningful perks designed to support your well-being, growth, and success, both at work and beyond.
Comprehensive Benefits
  • 401(k) Matching: We'll match your contributions dollar-for-dollar up to 5% of your pay.
  • Annual Bonus Eligibility: Share in our success through our annual bonus plan.
  • Health Coverage That Cares: Choose from quality Medical, Dental, Vision, Life Insurance, and Long-Term Disability options.
  • Employee Assistance Program: Receive up to six face-to-face sessions per person, per reason, for you and your household.
  • Wellness Program: Holistic support for your physical, financial, and emotional health.
  • Rocket Lawyer Legal Services: Company-sponsored program that provides legal documents, advice, and attorney assistance for a wide range of needs.
  • Additional Options: Customize your coverage with Pet Insurance and Aflac supplemental plans.

Perks That Set Us Apart
  • Recognized as the #1 Credit Union to Work For by Credit Union Journal.
  • Named a Best Place to Work in the Bay Area by SF Business Times and Silicon Valley Journal.
  • 11 paid Federal Holidays each year, so you can recharge and celebrate.
  • Career Growth & Development:
    • Access to industry-standard webinars and LinkedIn Learning courses.
    • Leadership partnership with Cabrillo College - a 12-week program designed for emerging supervisors and managers.
    • $1,500 Mac McCormac Employee Scholarship to support your education goals.
  • Hybrid Work Environment: Enjoy flexibility with remote work opportunities and connect in person during our biannual All-Staff Meetings.

Bay Federal Credit Union is proud to offer a competitive, robust compensation and benefits package. Bay Federal considers many factors in determining base pay such as experience, education/training, internal peer equity, job location, and other business considerations when extending an offer. For Santa Cruz, CA only, the pay scale Bay Federal reasonably expects to pay for this position is $114,338 - $142,922.50 annually. Salaries are based on the geographic location in which you live if working remotely.
Bay Federal provides health care benefits, life and disability insurance, paid holidays and 401k with a company match to eligible employees; along with employee paid voluntary benefits. Paid time off is accrued per paycheck for eligible employees at a rate based on your tenure. Leaves of absences are available in adherence with state and federal regulations.
Bay Federal is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. Bay Federal is at at-will employer.
For CCPA's requirements regarding security practices and procedures, please see our privacy page here (https://www.bayfed.com/privacy). Bay Federal Credit Union takes our obligation to keep our member's data safe and secure and adhere to industry standard best practices.

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