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Crm Automation Jobs (NOW HIRING)

Global CRM Enablement: Support markets joining the global HubSpot instance, including nurture ... Campaign Operations and Automation: Enable global Talent Solutions campaigns, establish consistent ...

The CRM Administrator is responsible for maintaining Penn Medicine's CRM platform by solving day to ... Platform automation, workflows, process builder, flows, validation rules * Reports and dashboards ...

CRM Specialist

Austin, TX · On-site

$110 - $160/hr

You will own the CRM platform, the delivery logic and the execution across in-app messaging, email ... Platform expertise: Hands-on experience owning a marketing automation and/or engagement ...

$120 - $150/hr

Summary As a CRM & Lifecycle Marketing Manager supporting both Loyalty and iLottery business growth, you will be responsible for developing and growing client capabilities while partnering with ...

CRM Manager (1330)

Charlotte, NC · On-site

$85 - $100/hr

The ideal candidate understands how to use data, segmentation, automation, and messaging to ... Help establish CRM governance, communication calendars, and customer journey frameworks across the ...

You'll help us harness our CRM's full potential to boost efficiency, improve decision-making, and accelerate growth. You'll champion data integrity, convert customer insights into actionable ...

Job Title: CRM Administrator Job Status: Full-time, Salary/Non-Exempt Job Location: Hybrid/Remote ... Identify opportunities for integration and automation between Virtuous, Salesforce, the LMS, and ...

Position Summary Summary As a CRM & Lifecycle Marketing Manager supporting both Loyalty and iLottery business growth, you will be responsible for developing and growing client capabilities while ...

Position Summary Summary As a CRM & Lifecycle Marketing Manager supporting both Loyalty and iLottery business growth, you will be responsible for developing and growing client capabilities while ...

Manager, CRM

Beverly Hills, CA · On-site

$110 - $120/hr

Job Details FabFitFun is seeking a strategic and execution-focused CRM Manager to join our Marketing team. Reporting to the VP, Lifecycle Marketing, this role will drive campaign planning, testing ...

POSITION SUMMARY The CRM Manager reports to the Head of Marketing & Communications and leads the implementation of the global CRM strategy within the subsidiary, optimizing and originating best-in ...

$75K/yr

Experience in higher education in recruitment, enrollment management, admissions operations, marketing automation, or student success workflows Knowledge, Skills, and Abilities: * Knowledge of CRM ...

Description Position at Havas DIRECTOR CRM Summary • Responsible for overall CRM planning and operations Role: "Leader" The CRM Director is an experienced marketing and planning professional with ...

Description DIRECTOR CRM Summary • Responsible for overall CRM planning and operations Role: "Leader" The CRM Director is an experienced marketing and planning professional with expert knowledge in ...

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Crm Automation information

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$31K

$116.6K

$169.5K

How much do crm automation jobs pay per year?

As of Sep 7, 2026, the average yearly pay for crm automation in the United States is $116,607.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,500.00 and $139,000.00 per year, depending on experience, location, and employer.

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.
More about Crm Automation jobs

What cities are hiring for Crm Automation jobs?

Cities with the most Crm Automation job openings:

What states have the most Crm Automation jobs?

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

Infographic showing various Crm Automation job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, 2% Part Time, and 4% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $116,607 per year, or $56.1 per hour.

DealCloud CRM Manager

Certified Network Specialists Inc

New York, NY • On-site

$80 - $90/hr

Contractor

This job post has expired 3 days ago. Applications are no longer accepted.


Job description

Our financial client is seeking an experienced CRM Manager with deep expertise in the DealCloud platform to lead the strategic management, optimization, and ongoing evolution of the firm’s CRM ecosystem. This individual will serve as the primary business-facing owner of the DealCloud platform, partnering closely with data teams and technology stakeholders to drive platform enhancements, improve operational workflows, and support the firm’s broader data and reporting initiatives.

Primary Responsibilities

  • DealCloud Platform Ownership & Strategy
    • Serve as the primary business owner and subject matter expert for the DealCloud platform.
    • Define and execute CRM roadmap priorities aligned with business objectives and user needs.
    • Partner with bankers, coverage teams, and corporate functions to identify opportunities for platform optimization and workflow improvements.
    • Drive continuous enhancement of DealCloud functionality, user experience, dashboards, reporting, and automation capabilities.
    • Evaluate and recommend new features, integrations, and platform capabilities to support evolving business requirements.
  • User Support, Training & Adoption
    • Drive platform adoption through training, user support, documentation, and change management initiatives.
    • Develop user guides, process documentation, and CRM best practice materials.
    • Serve as escalation point for DealCloud-related support issues and enhancement requests.
    • Identify opportunities to improve user engagement and increase platform utilization across teams.

Specific Qualifications

  • 4-6+ years of experience in CRM management, business systems analysis, platform administration, or enterprise application management within financial services, investment banking, private equity, consulting, or related industries.
  • Deep hands-on experience with the DealCloud platform, including configuration, administration, workflows, dashboards, reporting, permissions, and data management.
  • Strong understanding of investment banking workflows, deal lifecycle management, pipeline management, relationship tracking, and business development processes.
  • Proven experience leading CRM enhancement projects, implementations, or platform transformation initiatives.
  • Experience working with cross-functional stakeholders including business users, technology teams, data teams, and external vendors.
  • Highly organized, proactive, and capable of managing multiple concurrent initiatives in a fast-paced environment.

Preferred Qualifications

  • Prior experience supporting DealCloud within an investment bank, private equity firm, asset manager, or alternative investment platform.
  • Understanding of the Celeste AI functionality, implementation and use cases
  • Experience managing CRM governance frameworks and enterprise data quality initiatives.
  • Familiarity with automation tools, workflow orchestration, and CRM integration architecture.
  • Experience leading platform adoption or change management programs.
  • Bachelor’s degree in Business, Information Systems, Finance, Technology, or related field.