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Crm Financial Jobs (NOW HIRING)

Edgeless Beauty Group

CRM Manager

Milwaukee, WI · On-site

$66K/yr

The CRM Manager partners closely with Sales, Marketing, Finance, Operations, Guest Services, and Executive Leadership to drive customer acquisition, retention, engagement, and operational efficiency.

Vantage Recruiting

CRM Manager

Mobile, AL

Job Title: CRM Manager Job Type: Full-time, Direct Hire Location: Open to office locations in Southeast: New Orleans, LA, Baton Rouge, LA, Mobile, AL, Birmingham, AL, Houston, TX, Dallas, TX Reports ...

Ten Group

CRM Manager

Las Vegas, NV · On-site

As CRM Manager (Customer Relationship Management), you will play a critical role in leading the delivery of our CRM program across the Americas/EMEA/LAC/APAC region while driving major strategic ...

Vantage Recruiting

CRM Manager

Houston, TX · On-site

Job Title: CRM Manager Job Type: Full-time, Direct Hire Location: Open to office locations in Southeast: New Orleans, LA, Baton Rouge, LA, Mobile, AL, Birmingham, AL, Houston, TX, Dallas, TX Reports ...

Eastport Holdings

CRM Manager

Pittsburgh, PA · On-site

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 customer ...

Ten Group

CRM Manager

New York, NY · On-site

As CRM Manager (Customer Relationship Management), you will play a critical role in leading the delivery of our CRM program across the Americas/EMEA/LAC/APAC region while driving major strategic ...

Diptyque

CRM Manager

New York, NY · On-site

Role Description We are recruiting a CRM Manager to lead email and SMS marketing across the Americas region. Sitting within the Marketing function and directly tied to revenue performance, this role ...

The Hollister Group

CRM Manager

Boston, MA · On-site

$130K - $140K/yr

The CRM Manager serves as the primary business owner of the firm's CRM, ERM, and relationship ... Familiarity with legal, financial, or professional services industry environments. * Experience ...

Ziff Davis Shopping

CRM Manager

The CRM Manager will play a pivotal role in driving customer engagement, retention, and importantly revenue across multiple channels, including Email, Mobile Push, In-App Messaging, Web Push, and ...

321 the Agency

CRM Specialist

Orlando, FL · On-site

CRM Specialist ABOUT THE ROLE As a CRM Specialist at 321, you will be the technical architect and strategic advisor for our clients' customer relationship management systems. You'll design, implement ...

Danaher

CRM Analyst

$95K - $110K/yr

Bachelor's Degree in Finance, Business or related field. * 3+ years of sales, Commercial Excellence, and analytics experience including use of CRM. * Proven Experience with Sales Funnel Management ...

Staffingine LLC

CRM Coordinator

Los Angeles, CA · On-site

$20 - $25/hr

Job Title: CRM Coordinator Job Location: Los Angeles, CA Remote Job Type: Contract * Own the end-to-end in-app banner workflow, including execution and reporting, in partnership with the vendor ...

Cnx

CRM Architect

Concord, NC · Remote

$106K - $166K/yr

Job Title: CRM Architect We're Concentrix. The intelligent transformation partner. Solution-focused ... Background in industries such as finance, healthcare, or public sector is a plus. The base salary ...

Three21 Creative LLC

CRM Specialist

Orlando, FL · On-site

$65K - $80K/yr

CRM Specialist ABOUT THE ROLE As a CRM Specialist at 321, you will be the technical architect and strategic advisor for our clients' customer relationship management systems. You'll design, implement ...

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All JobsCrm Financial Jobs

Crm Financial information

See salary details

$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Jul 26, 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.

Is CRM a good career path?

A career in CRM (Customer Relationship Management) involves managing customer data, using tools like Salesforce or HubSpot, and supporting sales and marketing efforts. It offers opportunities in various industries, with roles often requiring technical skills, communication abilities, and certifications. CRM careers can be stable and rewarding for those interested in data-driven customer engagement.

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 professions make $500,000 a year?

In the context of CRM financial roles, senior positions such as Chief Financial Officers (CFOs), financial directors, and high-level financial consultants can earn $500,000 or more annually, especially in large organizations or with extensive experience and advanced certifications. These roles often require strong financial expertise, leadership skills, and proficiency with financial software and data analysis tools.

What is CRM salary?

The salary for a CRM (Customer Relationship Management) professional varies based on experience, location, and specific role, but typically ranges from $50,000 to $100,000 annually. Entry-level positions may start lower, while experienced specialists or managers can earn higher salaries, especially with certifications in CRM tools like Salesforce or Microsoft Dynamics.

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 a CRM in finance?

A CRM in finance refers to Customer Relationship Management software used by financial professionals to manage client interactions, track sales, and organize client data. For a CRM financial role, skills in data analysis, customer service, and familiarity with CRM tools like Salesforce or HubSpot are often required.

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.

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

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.
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:
What job categories do people searching Crm Financial jobs look for? The top searched job categories for Crm Financial jobs are:
Crm Financial jobs near you
Infographic showing various Crm Financial job openings in the United States as of July 2026, with employment types broken down into 94% Full Time, 3% Part Time, and 3% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $102,130 per year, or $49.1 per hour.
Customer Relationship Management (CRM) Manager

Customer Relationship Management (CRM) Manager

Rockler

Medina, MN • On-site

$95K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

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
CRM Strategy & Leadership
  • 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.
  • Must be a local candidate - this will be a Full-time Flexible Hybrid Position

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:
  • Generous employee discounts
  • Employee discount pricing from various manufacturers
  • Paid vacation & holidays
  • Medical, Dental, & Vision plans
  • 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.

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