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Crm Financial Jobs (NOW HIRING)

Virtuous (Donor CRM) & Financial Processing * Perform daily donation imports and ensure all gifts are accurately recorded, designated, and acknowledged promptly. * Coordinate with the Accounting team ...

Virtuous (Donor CRM) & Financial Processing * Perform daily donation imports and ensure all gifts are accurately recorded, designated, and acknowledged promptly. * Coordinate with the Accounting team ...

CRM

Alpharetta, GA ยท On-site

$70/hr

They want to hire an experienced Customer Relationship Manager to manage and grow a $1.2mm book of business that consists of a variety of clients to include HOA's, Multifamily and Commercial ...

They want to hire an experienced Customer Relationship Manager to manage and grow a $1.2mm book of business that consists of a variety of clients to include HOA's, Multifamily and Commercial ...

9Rooftops is seeking a CRM Manager to lead CRM strategy, architecture, and email marketing execution across a portfolio of national and regional clients. This role is ideal for a CRM professional who ...

9Rooftops is seeking a CRM Manager to lead CRM strategy, architecture, and email marketing execution across a portfolio of national and regional clients. This role is ideal for a CRM professional who ...

9Rooftops is seeking a CRM Manager to lead CRM strategy, architecture, and email marketing execution across a portfolio of national and regional clients. This role is ideal for a CRM professional who ...

CRM Manager

Chicago, IL ยท Hybrid

$70K/yr

9Rooftops is seeking a CRM Manager to support CRM and email marketing initiatives across a portfolio of national and regional clients. This role is ideal for a hands-on CRM professional who enjoys ...

CRM Manager 9Rooftops is seeking a CRM Manager to lead CRM strategy and execution across our client portfolio. In this role, you'll align data-driven marketing with client business goals to drive ...

CRM Manager 9Rooftops is seeking a CRM Manager to lead CRM strategy and execution across our client portfolio. In this role, you'll align data-driven marketing with client business goals to drive ...

CRM Manager

Chicago, IL ยท Hybrid

$70K/yr

9Rooftops is seeking a CRM Manager to support CRM and email marketing initiatives across a portfolio of national and regional clients. This role is ideal for a hands-on CRM professional who enjoys ...

We are seeking a CRM Manager to own, optimize, and evolve our Microsoft Dynamics 365 ecosystem as the central engine powering our customer experience. This role goes far beyond system administration.

Manager, CRM

Atlanta, GA ยท On-site

$105K - $115K/yr

Apply now: CRM Manager , location is Hybrid (Atlanta, GA) . The start date is ASAP for this permanent position. Job Title: CRM Manager Location-Type: Hybrid (Atlanta, GA) Start Date Is: ASAP Duration:

$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

Austin, TX ยท On-site +1

We are expanding our team and looking for our next CRM Manager. In this position, you'll be ... Align with the finance team to measure the ROI of promotional spend and maximize profitability.

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 ...

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Crm Financial information

See salary details

$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Sep 6, 2026, the average yearly pay for crm financial in the United States is $102,130.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $132,000.00 per year, depending on experience, location, and employer.

What is a CRM Financial specialist?

A CRM Financial specialist is a professional who manages and optimizes customer relationship management (CRM) systems specifically for financial institutions, such as banks or investment firms. Their main role is to help organizations improve client interactions, streamline sales and marketing efforts, and ensure regulatory compliance within the financial sector. They analyze customer data, implement CRM software solutions, and provide training to staff. By leveraging CRM technology, they aim to increase customer satisfaction and drive business growth.

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

To thrive as a CRM Financial Specialist, you need a strong understanding of customer relationship management principles, finance or accounting knowledge, and typically a bachelor's degree in business, finance, or a related field. Familiarity with major CRM platforms like Salesforce or Microsoft Dynamics, as well as proficiency in financial analysis tools and data management systems, is essential. Excellent communication, problem-solving skills, and attention to detail help you build client trust and tailor financial solutions effectively. These skills are vital for optimizing client relationships, ensuring accurate financial management, and driving business growth.

How does a CRM Financial professional typically collaborate with other departments within a financial organization?

A CRM Financial professional often works closely with departments like sales, marketing, compliance, and IT to ensure client data is accurately maintained and leveraged for business growth. They coordinate with sales teams to streamline lead management, collaborate with marketing for targeted campaigns, and work with compliance to ensure data handling meets industry regulations. Additionally, they partner with IT to implement and optimize CRM software solutions, ensuring seamless integration with existing systems. This cross-functional collaboration is key to enhancing customer experience and achieving organizational goals.

What is the difference between Crm Financial vs Crm Analyst?

AspectCrm FinancialCrm Analyst
Required CredentialsFinance-related certifications, such as CFA or CPAData analysis certifications, like CRM or data analytics courses
Work EnvironmentFinance departments, client financial analysisMarketing, sales, customer data analysis
Employer & Industry UsageFinancial institutions, banks, corporate financeRetail, marketing agencies, tech companies
Common Search & Comparison IntentFinancial performance, budgeting, reportingCustomer insights, data trends, reporting

Crm Financial professionals focus on financial data, budgeting, and reporting within finance departments, often requiring finance certifications. Crm Analysts analyze customer data to improve marketing and sales strategies, typically with data analysis skills. While both roles involve CRM systems, their core functions and industry applications differ significantly.

Is CRM a good career?

A career in CRM involves managing customer relationships using tools like Salesforce or HubSpot, and it often requires skills in data analysis, communication, and software proficiency. It can be a stable and growing field with opportunities in sales, marketing, and customer service, especially for those with certifications and technical knowledge.

What is a CRM in financial services?

A CRM in financial services refers to Customer Relationship Management software used by professionals like CRM Financial specialists to organize client information, track interactions, and improve service delivery. It helps streamline sales, marketing, and client communication processes, often integrating tools like data analysis and automation to enhance client relationships.
More about Crm Financial jobs

What cities are hiring for Crm Financial jobs?

Cities with the most Crm Financial job openings:

What states have the most Crm Financial jobs?

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

Infographic showing various Crm Financial job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,130 per year, or $49.1 per hour.

Customer Relationship Management (CRM) Manager

Rockler

Medina, MN โ€ข On-site

$100 - $150/hr

Other

Retirement, PTO

Re-posted 22 days ago


Job description

Customer Relationship Management (CRM) Manager

4365 Willow Drive Medina, MN 55340, 4365 Willow Dr, Medina, Minnesota, United States of America

Job Description

Join the Rockler Woodworking Family!

Are you passionate about woodworking or DIY projects? Do you thrive on helping others turn their creative visions into reality? Look no further! Join the Rockler family, a dynamic and innovative company dedicated to empowering woodworkers and do-it-yourselfers with top-notch products, education, and advice. Learn more about our company at www.rockler.com

Why Rockler?

Be part of a family-owned business that cherishes its customers and employees alike.

Join an industry leader committed to providing the most innovative products, ideas, and education to woodworking enthusiasts.

Embrace a culture that values teamwork, creativity, and a genuine passion for craftsmanship.

Summary of Position

The CRM (Customer Relationship Management) Manager leads Rockler's CRM and Data team, owning the Salesforce CRM platform and overseeing a Data Analyst to drive customer intelligence, audience strategy, lifecycle marketing, and customer engagement. This role is responsible for developing CRM strategies that increase customer retention, repeat purchases, and customer lifetime value through data-driven marketing and personalized customer experiences.

The CRM Manager owns customer audience segmentation, lifecycle marketing automation, and reporting while ensuring the integrity of Rockler's customer data across key systems. This individual serves as the subject matter expert for Salesforce CRM, customer data governance, promotional discounts, reward cards, gift cards, and coupon execution. In partnership with Marketing, Merchandising, Ecommerce, and IT, the CRM Manager delivers actionable customer insights, governs CRM best practices, and helps shape strategies that improve marketing effectiveness and business performance.

Major Areas of Accountability

  • Lead and manage the CRM and Data team, including direct oversight of a Data Analyst, fostering a collaborative, customer-focused, and insight-driven culture.
  • Own the Salesforce CRM platform, serving as the strategic lead for platform configuration, data governance, roadmap development, and ongoing optimization.
  • Develop CRM strategies that improve customer acquisition, engagement, retention, loyalty, and customer lifetime value.
  • Partner cross-functionally with Marketing, Ecommerce, Merchandising, Creative, IT, and Retail Operations to deliver coordinated customer experiences across channels.
Customer Lifecycle & Personalization
  • Develop customer segmentation strategies and manage audiences within Salesforce to enable highly targeted communications across email, direct mail, SMS, and other marketing channels.
  • Design, build, optimize, and maintain customer lifecycle journeys, including welcome, post-purchase, loyalty, promotional, win-back, and other automated customer communications.
  • Develop personalized customer experiences using behavioral, transactional, demographic, and engagement data.
  • Lead ongoing testing and optimization of customer audiences, messaging, timing, offers, and lifecycle journeys to improve campaign performance and customer engagement.
Analytics & Customer Insights
  • Lead CRM analytics efforts by partnering with the Data Analyst to develop reporting frameworks, customer KPIs, dashboards, and actionable business insights.
  • Own, execute, analyze, and communicate the results and trends of Net Promoter Score (NPS) and Customer-First Interaction Tracking (CFIT) programs.
  • Govern the marketing customer database, ensuring data quality, segmentation accuracy, customer integrity, and meaningful reporting.
  • Translate customer behavior and campaign performance into actionable recommendations that improve marketing effectiveness and support strategic business decisions.

Promotions & CRM Governance

  • Serve as the subject matter expert (SME) for promotional discounts, coupon codes, reward cards, and gift card execution processes.
  • Ensure promotional pricing, discounts, offers, and related marketing communications are executed accurately across all marketing channels.
  • Maintain D365 documentation and standard operating procedures (SOPs) supporting promotional execution, rewards programs, and gift card processes.

Troubleshoot D365-related issues and support testing for system upgrades and enhancements.

Requirements For Position

Required Qualifications
  • Bachelor's degree in Marketing, Business, Analytics, or a related field, or equivalent professional experience.
  • Minimum of 5-7 years of experience in CRM, customer marketing, marketing technology, or database marketing within a complex multi-channel retail and/or eCommerce environment.
  • Strong understanding of customer data, segmentation strategies, lifecycle marketing, personalization, and CRM best practices.
  • Demonstrated ability to use customer insights, KPIs, and analytics to develop strategic recommendations and improve business performance.
  • Experience contributing to marketing strategy, process development, and continuous improvement initiatives.
  • Strong project management, communication, and cross-functional collaboration skills.
  • Full-time position with Hybrid to Fully remote options available
Preferred Qualifications
  • Hands-on experience with Salesforce Data Cloud or a comparable enterprise CRM.
  • Experience managing or mentoring direct reports and developing high-performing teams.
  • Experience with customer lifecycle marketing, loyalty programs, and marketing automation.
  • Experience with retail and/or eCommerce customer marketing.
  • Experience using analytics and reporting platforms such as Power BI, Tableau, GA4, or similar business intelligence tools.
  • Working knowledge of SQL or experience partnering closely with technical and data teams.

EMPLOYEE BENEFITS:

  • Employee discount pricing from various manufacturers
  • Paid vacation & holidays
  • 401K
  • A FUN PLACE TO WORK!

Rockler Companies is an Equal Opportunity Employer Committed to Inclusion and Diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

4365 Willow Drive Medina, MN 55340, 4365 Willow Dr, Medina, Minnesota, United States of America

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