As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product ...
... automation, workflows, and user permissions Ensure system performance, usability, and scalability Support releases, enhancements, and production changes Analyze and execute CRM backlog Define user ...
... automation, workflows, and user permissions Ensure system performance, usability, and scalability Support releases, enhancements, and production changes Analyze and execute CRM backlog Define user ...
CRM Implementation Manager
Elkhart, IN · On-site
Familiarity with ERP, marketing automation, ecommerce, or customer data platforms * Experience with project management tools and methodologies * Exposure to data migration, CRM integrations, or ...
CRM Implementation Manager
Elkhart, IN · On-site
Familiarity with ERP, marketing automation, ecommerce, or customer data platforms * Experience with project management tools and methodologies * Exposure to data migration, CRM integrations, or ...
$125K - $150K/yr
Design and optimize CRM processes by driving standardization, automation, and adoption of global best practices while accommodating regional business and compliance needs. * Translate business ...
$125K - $150K/yr
Design and optimize CRM processes by driving standardization, automation, and adoption of global best practices while accommodating regional business and compliance needs. * Translate business ...
$125K - $150K/yr
Design and optimize CRM processes by driving standardization, automation, and adoption of global best practices while accommodating regional business and compliance needs. * Translate business ...
$125K - $150K/yr
Design and optimize CRM processes by driving standardization, automation, and adoption of global best practices while accommodating regional business and compliance needs. * Translate business ...
Serve as the primary business owner and administrator for Microsoft Dynamics 365 CRM (configuration, workflows/automation, security roles, data structures, and integrations). * Monitor Dynamics 365 ...
Serve as the primary business owner and administrator for Microsoft Dynamics 365 CRM (configuration, workflows/automation, security roles, data structures, and integrations). * Monitor Dynamics 365 ...
The CRM Solution Specialist is part-time role that plays a role in driving consumer, partner, and business engagement through the strategic design and management of the CRM system. This role is ...
The CRM Solution Specialist is part-time role that plays a role in driving consumer, partner, and business engagement through the strategic design and management of the CRM system. This role is ...
The CRM Solution Specialist is part-time role that plays a role in driving consumer, partner, and business engagement through the strategic design and management of the CRM system. This role is ...
The CRM Solution Specialist is part-time role that plays a role in driving consumer, partner, and business engagement through the strategic design and management of the CRM system. This role is ...
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Sales Operations & CRM Coordinator
Evansville, IN · On-site
$55K - $60K/yr
This role sits at the center of CRM administration, sales activity tracking, appointment quality, reporting, and internal coordination. You'll support sales leadership and the sales team by ...
Quick apply
Be Seen First
Sales Operations & CRM Coordinator
Evansville, IN · On-site
$55K - $60K/yr
This role sits at the center of CRM administration, sales activity tracking, appointment quality, reporting, and internal coordination. You'll support sales leadership and the sales team by ...
Serve as the primary business owner and administrator for Microsoft Dynamics 365 CRM (configuration, workflows/automation, security roles, data structures, and integrations). * Monitor Dynamics 365 ...
Serve as the primary business owner and administrator for Microsoft Dynamics 365 CRM (configuration, workflows/automation, security roles, data structures, and integrations). * Monitor Dynamics 365 ...
Microsoft D365 CRM + Copilot/AI Functional Lead, Manager
Indianapolis, IN · On-site
$99K - $232K/yr
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
Microsoft D365 CRM + Copilot/AI Functional Lead, Manager
Indianapolis, IN · On-site
$99K - $232K/yr
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager
Indianapolis, IN · On-site
$124K - $280K/yr
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager
Indianapolis, IN · On-site
$124K - $280K/yr
Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and ...
The role leads end-to-end lead-to-quote process optimization with CRM as the key enablers and serves as the primary liaison between business and business-unit process owners and the CRM product model.
The role leads end-to-end lead-to-quote process optimization with CRM as the key enablers and serves as the primary liaison between business and business-unit process owners and the CRM product model.
$59K - $81K/yr
Work directly inside Iterable , Pardot , Salesforce Marketing Cloud , and Salesforce CRM to ensure ... Marketing Automation & Stack Experience: 1-3 years of hands-on experience in lifecycle marketing ...
$59K - $81K/yr
Work directly inside Iterable , Pardot , Salesforce Marketing Cloud , and Salesforce CRM to ensure ... Marketing Automation & Stack Experience: 1-3 years of hands-on experience in lifecycle marketing ...
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Warehouse Automation Specialist
Indianapolis, IN · On-site
$120K - $140K/yr
Packaging Warehouse Automation Specialist Company: TK Recruiting Location: Cincinnati, Indianapolis ... Ensure timely reporting of all sales activities, pipeline updates in the CRM, and monthly expense ...
Quick apply
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Warehouse Automation Specialist
Indianapolis, IN · On-site
$120K - $140K/yr
Packaging Warehouse Automation Specialist Company: TK Recruiting Location: Cincinnati, Indianapolis ... Ensure timely reporting of all sales activities, pipeline updates in the CRM, and monthly expense ...
Marketing Manager
Fort Wayne, IN · On-site
$50K - $200K/yr
Real hands-on experience with GoHighLevel or a comparable CRM/automation platform -- GHL experience is a strong plus. * A track record in direct-response or high-volume sales environments (home ...
Quick apply
Marketing Manager
Fort Wayne, IN · On-site
$50K - $200K/yr
Real hands-on experience with GoHighLevel or a comparable CRM/automation platform -- GHL experience is a strong plus. * A track record in direct-response or high-volume sales environments (home ...
We deliver automation through a Robotics-as-a-Service model that combines industrial robotics ... Maintain accurate CRM data, pipeline visibility, and forecast accuracy * Analyze regional ...
Quick apply
We deliver automation through a Robotics-as-a-Service model that combines industrial robotics ... Maintain accurate CRM data, pipeline visibility, and forecast accuracy * Analyze regional ...
Crm Automation information
What is the difference between Crm Automation vs Crm Analyst?
| Aspect | Crm Automation | Crm Analyst |
|---|---|---|
| Required Credentials | CRM certifications, technical skills | Business, marketing, or data analysis degrees |
| Work Environment | Marketing teams, technical departments | Marketing, sales, data analysis teams |
| Employer & Industry Usage | Tech companies, marketing agencies, retail | Corporate marketing, sales departments |
| Common Search & Comparison Intent | Automation tools, technical skills | Data 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.
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 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.
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 popular job titles related to Crm Automation jobs in Indiana? For Crm Automation jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Crm Automation jobs in Indiana look for? The top searched job categories for Crm Automation jobs in Indiana are:
Full-time
Re-posted 5 days ago
Job description
Job Description:
Position Summary:
The Manager, Customer Relationship Management is a business leader empowered to own the vision, strategy, and product success for the enterprise-wide Customer Relationship Management (CRM) solution. As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product decisions, and uniting different teams around a common vision and goal for the solution. The Manager, Customer Relationship Management oversees the day-to-day operation of the CRM solution, leads the CRM solutions team, works closely with Everwise stakeholders and business units to develop and implement a CRM product roadmap, integrate CRM solutions into Everwise processes, and ensure the success of the CRM solution.
Primary Responsibilities and Duties:
Knowledge/Skills:
Minimum Requirements:
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Position Summary:
The Manager, Customer Relationship Management is a business leader empowered to own the vision, strategy, and product success for the enterprise-wide Customer Relationship Management (CRM) solution. As the advocate for the CRM solution, the organization, and the end users, the Manager, Customer Relationship Management is responsible for understanding market and customer needs, making key product decisions, and uniting different teams around a common vision and goal for the solution. The Manager, Customer Relationship Management oversees the day-to-day operation of the CRM solution, leads the CRM solutions team, works closely with Everwise stakeholders and business units to develop and implement a CRM product roadmap, integrate CRM solutions into Everwise processes, and ensure the success of the CRM solution.
Primary Responsibilities and Duties:
- Work with the CRM Executive Sponsors to define the long-term enterprise-wide CRM vision, mission, and strategic direction.
- Lead, coach, and develop the Customer Relationship Management (CRM) team by providing strategic direction, overseeing daily operations, establishing performance expectations, and fostering a culture of accountability, collaboration, continuous improvement, and exceptional service.
- Define and refine the strategy for the enterprise-wide CRM solution.
- Develop and manage the roadmap for the enterprise-wide CRM solution.
- Perform market research to identify CRM trends and latest strategies.
- Manage relationships with the CRM Vendor (Creatio) and the CRM Implementation Partner (Solutions Metrix).
- Develop and enforce CRM governance policies and procedures.
- Oversee the implementation and ongoing operation of the CRM solution.
- Identify areas for CRM solution improvements / innovations working closely with the Department CRM Owners.
- Capture stakeholder needs and manage expectations.
- Identify relevant CRM use-cases according to organizational strategic goals and objectives collaborating with leaders in marketing, sales, servicing, and operations departments.
- Identify and prioritize epics and user stories for the CRM Product Backlog in collaboration with the Department CRM Owners and the CRM Analyst.
- Manage the CRM Analyst, set goals, and conduct performance reviews.
- Assume additional responsibilities as necessary for the continued growth and advancement of Everwise.
Knowledge/Skills:
- Ability to collaborate well with leaders of other departments supporting customer relationship management efforts.
- Thorough understanding of financial products, services, and regulatory requirements specific to credit unions.
- Ability to manage and participate in agile projects involving multiple or cross-functional teams.
- Proficiency in analyzing data and making data-driven decisions.
- Ability to coordinate gathering, synthesizing, and extrapolating feedback about the CRM solution to develop useful goals and objectives.
- Knowledge of financial services products and services.
- Knowledge of financial services member acquisition and retention strategies.
- Experience interacting with financial services members and prospects.
- Experience working with Customer Relationship Management (CRM) solutions.
- Experience working with Business Process Management (BPM) solutions.
- Experience working with Agile methodologies.
- Experience with the Creatio CRM solution is highly appreciated.
Minimum Requirements:
- Bachelor's degree in information technology, business administration or equivalent work experience.
- 2+ years leadership experience.
- 4+ years' experience working with Customer Relationship Management (CRM) solutions.
- Experience in a credit union or financial services environment strongly preferred.
- Knowledge of financial services products and services, member acquisition and retention strategies, and experience interacting with financial services members and prospects.
- Experience working with Business Process Management (BPM) solutions preferred.
- Experience working with Agile methodologies.
- Experience with the Creatio CRM solution is highly appreciated.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and collection management software.
- Product Manager Certification preferred. Possession of certification from Creatio Academy or other product management certifications are highly appreciated.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.