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Crm Automation Jobs in Delaware (NOW HIRING)

NIXON MEDICAL

Sales Analytics Manager

New Castle, DE · On-site

This role serves as the primary administrator for Salesforce CRM and is accountable for sales ... Leverage technology and automation to improve operational efficiency. * Continuously evaluate ...

NIXON MEDICAL

Sales Analytics Manager

New Castle, DE · On-site

This role serves as the primary administrator for Salesforce CRM and is accountable for sales ... Leverage technology and automation to improve operational efficiency. * Continuously evaluate ...

Nixon Medical

Sales Analytics Manager

New Castle, DE · On-site

This role serves as the primary administrator for Salesforce CRM and is accountable for sales ... Leverage technology and automation to improve operational efficiency. * Continuously evaluate ...

Ra

Customer Analytic Manager

Wilmington, DE · On-site

Who holds 7+ years of experience in management consulting. Who holds 2+ years of experience Customer Analytics delivery Who holds 2+ years of experience in CRM Modeling, Reporting, Analytics who is ...

Casella Home Office

Customer Care Representative

Townsend, DE · On-site

$15.25 - $20.75/hr

Demonstrated knowledge and competence in Casella's business products and services as well as in customer service and client relationship management. Able to effectively manage call volume and ...

CSC

Customer Success Manager

Wilmington, DE · On-site

To be successful in this role, a history of providing outstanding B2B customer service and relationship management, comfort working with technology and a basic understanding of how the Internet ...

M&T Bank

ICS Relationship Manager III

Wilmington, DE · On-site

$82K - $136K/yr

Provides relationship management oversight of assigned institutional client accounts with an ... Identify automation and streamlining opportunities to increase efficiency in activities. * Direct ...

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All JobsCrm Automation JobsCrm Automation Jobs in Delaware

Crm Automation information

What is CRM automation?

CRM automation refers to the use of technology to automate repetitive tasks and processes within Customer Relationship Management (CRM) systems. This includes automating workflows such as lead management, email marketing, customer follow-ups, data entry, and reporting. By automating these processes, businesses can improve efficiency, reduce manual errors, and provide a more personalized experience for their customers. CRM automation helps sales, marketing, and customer service teams focus on building relationships rather than handling administrative tasks.

What are the key skills and qualifications needed to thrive as a CRM automation specialist?

To thrive as a CRM Automation Specialist, you need expertise in customer relationship management systems, data analysis, and workflow automation, often supported by a degree in marketing, IT, or related fields. Familiarity with platforms like Salesforce, HubSpot, or Microsoft Dynamics, along with certifications in these tools, is typically required. Strong problem-solving abilities, attention to detail, and effective communication skills help drive successful automation projects and cross-team collaboration. These competencies ensure efficient customer engagement, streamlined processes, and measurable business growth.

How does a CRM automation specialist typically collaborate with sales and marketing teams?

CRM Automation specialists work closely with sales and marketing teams to streamline processes, ensure data consistency, and implement targeted campaigns. They often gather requirements from these teams, set up automated workflows for lead nurturing, and provide insights from campaign analytics. Regular communication is key, as CRM Automation professionals must translate business needs into technical solutions and support end users to maximize the system’s effectiveness. This collaboration helps drive customer engagement and improve overall team efficiency.

What is the difference between Crm Automation vs Crm Analyst?

AspectCrm AutomationCrm Analyst
Required CredentialsCRM certifications, technical skillsBusiness, marketing, or data analysis degrees
Work EnvironmentMarketing teams, technical departmentsMarketing, sales, data analysis teams
Employer & Industry UsageTech companies, marketing agencies, retailCorporate marketing, sales departments
Common Search & Comparison IntentAutomation tools, technical skillsData analysis, campaign insights

Crm Automation focuses on implementing and managing automated customer relationship processes using technical tools, while Crm Analysts analyze customer data to inform marketing strategies. Both roles are essential in customer relationship management but differ in their core functions and skill sets.

Can you automate CRM?

A CRM automation specialist or professional can set up and manage automation workflows within customer relationship management systems. This involves using tools like Salesforce, HubSpot, or Microsoft Dynamics to automate tasks such as email follow-ups, lead scoring, and data entry, improving efficiency and accuracy in sales and marketing processes.

What is a CRM automation specialist?

A CRM automation specialist is a professional who designs, implements, and manages automated processes within customer relationship management (CRM) systems to improve sales, marketing, and customer service efficiency. They often work with tools like Salesforce, HubSpot, or Microsoft Dynamics and require skills in data analysis, workflow creation, and system integration.

What are popular job titles related to Crm Automation jobs in Delaware?

For Crm Automation jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Crm Automation jobs in Delaware look for?

The top searched job categories for Crm Automation jobs in Delaware are:

Crm Automation jobs near you
Infographic showing various Crm Automation job openings in Delaware as of August 2026, with employment types broken down into 91% Full Time, 5% Part Time, and 4% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution.

Director, Customer Engagement & Agent Platforms

Best Egg

Wilmington, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Best Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative lending solutions and financial health tools. As a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institution-working together to create a better financial future for our customers and communities.


At Best Egg, you'll find a culture grounded in our core values-putting people first, creating clarity, delivering with excellence -enhanced by Barclays' commitment to integrity, inclusion, and long-term impact. Together, we empower our colleagues to challenge, innovate, and take ownership while making a meaningful difference in people's financial lives.


With the strength of Barclays behind us, we offer expanded opportunities for growth, development, and career mobility across a global organization-while continuing to build the products and experiences that make Best Egg unique.


We're looking for collaborative, curious problem-solvers who are excited to make an impact and grow with us.


We're proud to be an equal opportunity employer committed to building a diverse and inclusive team.


About the Role

We are seeking a Director, Customer Engagement & Agent Platforms to lead the ownership, management, and optimization of the systems that enable customer engagement and agent execution across operations.

This role sits within Operations and is responsible for ensuring that customer engagement and agent platforms effectively support business strategy, operational workflows, and performance outcomes across originations, servicing, and collections.

The role focuses on platform ownership, configuration, and continuous improvement, not software engineering or direct frontline management.

Platform Ownership & Management
  • Own the performance and effectiveness of customer engagement and agent platforms (SMS, email, voice/IVR, CRM, workflow systems)
  • Ensure platforms are aligned to business strategy, operational workflows, and performance goals
  • Operate as the primary owner of platform outcomes within operations, with end-to-end accountability for performance and continuous improvement
  • Identify opportunities to enhance platform capabilities and improve operational outcomes
  • Identify and implement opportunities to leverage AI and automation within customer engagement and agent platforms to improve efficiency and customer experience
Platform Configuration, Intake & Change Management
  • Establish and manage structured intake, prioritization, backlog and change management processes for platform enhancements
  • Ensure platform changes are executed in a controlled, scalable, and well-documented manner
  • Drive implementation and adoption of AI-enabled features (e.g., chat automation, intelligent routing, agent assist) within platform configurations
Vendor & Platform Management
  • Manage relationships with platform vendors and partners (e.g., Zendesk, messaging platforms, telephony providers)
  • Ensure vendor performance aligns with operational needs and priorities
  • Evaluate and implement enhancements or new capabilities as appropriate
  • Serve as the operations and / or lead for vendor lifecycle management, including platform evaluations, migrations, contract renewals, and ongoing vendor performance management
Cross-Functional Partnership
  • Partner closely with Operations Strategy, Analytics, and business leaders to align platform capabilities with business priorities
  • Coordinate with Product and Engineering teams as needed for system enhancements and integrations
  • Act as a bridge between business needs and platform execution
Workforce & Execution Oversight
  • Provide strategic oversight of workforce management and dialer operations to ensure alignment with platform strategy and business demand
  • Partner with Agent Systems & Operations leadership to coordinate capacity, execution, and system behavior
  • Ensure alignment between workforce planning, platform configuration, and customer engagement strategy
  • Support development of scalable execution models, including BPO-supported intraday operations
What Success Looks Like
  • Platforms are clearly owned, well-managed, and aligned to business priorities
  • Platform changes are executed through structured, consistent intake and change management processes
  • Customer engagement and agent workflows are continuously optimized
  • Workforce execution is aligned with platform strategy and demand
  • Vendor partners are accountable and aligned with operational goals
  • AI and automation capabilities are effectively leveraged within platforms to improve efficiency, customer experience, and scalability
  • The team operates with clear priorities, ownership, and strong execution discipline
Qualifications
  • 8-12+ years of experience in operations, platform management, or related roles
  • Experience owning and managing engagement, CRM, or contact center platforms / vendors (e.g., Zendesk, messaging platforms, telephony/IVR systems)
  • Demonstrated experience establishing structured processes (intake, prioritization, change management)
  • Strong understanding of operational workflows and customer/agent experience
  • Experience managing platform configuration and workflow optimization
  • Demonstrated experience identifying and implementing AI capabilities and tools
  • Experience driving cross-functional initiatives in complex environments
Preferred Qualifications
  • Experience in financial services, fintech, or contact center environments
  • Experience partnering with Product, Engineering, or Technology teams
  • Familiarity with AI-enabled customer engagement tools (e.g., chatbots, agent assist, intelligent routing)
$150,000 - $165,000 a year
Employee Benefits
Best Egg offers many additional benefits for our employees, including (but not limited to):
       Pre-tax and post-tax retirement savings plans with a competitive company matching
program
       Generous paid time-off plans including vacation, personal/sick time, paid short--
term and long-term disability leaves, paid parental leave, and paid company
holidays
       Multiple health care plans to choose from, including dental and vision options
       Flexible Spending Plans for Health Care, Dependent Care, and Health
Reimbursement Accounts
       Company-paid benefits such as life insurance, wellness platforms, employee
assistance programs, and Health Advocate programs
       Other great discounted benefits include identity theft protection, pet insurance,
fitness center reimbursements, and many more!
 
 
In compliance with the CCPA, Best Egg is fully committed to handling the personal information and data of employees and job applications responsibly with respect and due care. Review our CCPA Employee Policy  here 
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