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Crm Financial Jobs (NOW HIRING)

Victoria College

*CRM Specialist

Victoria, TX · On-site

$4.5K - $5.0K/mo

This position supports the CRM Administrator in the coordination, development, and administration of the College's customer relationship management CRM system. This position is benefits eligible. For ...

Champion Home Builders

CRM Administrator

San Antonio, TX · Hybrid

$45K - $55K/yr

CRM Administrator - Titan Factory Direct Location: San Antonio, TX (On-site with future hybrid potential) Salary: $45,000-$55,000 per year + full benefits including 401(k) About the Role Titan ...

Bank Of Springfield

CRM Coordinator

Springfield, IL · On-site

$50K - $60K/yr

Position Overview We are seeking a detail-oriented and organized CRM Coordinator to support the bank's customer relationship management (CRM) programs and marketing project coordination efforts ...

Air Apps

CRM Specialist

San Francisco, CA · On-site

$73K - $115K/yr

The Role As a CRM Specialist at Air Apps, you will be responsible for managing and optimizing customer relationship management (CRM) systems and email marketing campaigns . You will work on drip ...

Noblesoft Technologies

CRM Administrator

Atlanta, GA · On-site

Job Title: CRM Administrator Location: Atlanta, GA - Hybrid Duration: 8 months JOB RESPONSIBILITIES: CRM Administration Configure and maintain CRM settings, user profiles, workspaces, workflows ...

Honda Center

CRM Analyst

Anaheim, CA · On-site

$84K - $94K/yr

Job Title: CRM Analyst Pay Details: The annual base salary range for this position in California is $84,500 to $94,500 per year. The starting pay for the successful candidate depends on various job ...

Starz

CRM Analyst

Santa Monica, CA · On-site

$80K - $90K/yr

The CRM Analyst will support STARZ's direct-to-consumer growth through data-driven campaign insights and flawless execution. This role will focus on analyzing customer behavior, optimizing ...

Colgate-Palmolive Company

CRM Manager

New York, NY · On-site

$96K - $137K/yr

As the CRM Manager for Professional & Consumer Marketing, you will lead the campaign workstream for our Professional audience while playing a pivotal role in scaling our overarching Consumer (CCX ...

OnLogic

CRM Specialist

South Burlington, VT · On-site

Maintaining rigorous CRM data integrity through deduplication and hygiene efforts, and building ... with measurable financial results. Learn more about Life at OnLogic: www.onlogic.com/life-at ...

Copper Run Capital LLC

CRM Administrator

Columbus, OH · On-site

We're looking for a hands-on CRM Administrator to own and optimize our HubSpot environment. This is a key operational role sitting at the intersection of operations and our deal teams. You'll be the ...

Inspira Education

CRM Administrator

New York, NY · Hybrid

The Role We're expanding our CRM operations team and looking for a CRM Administrator to help scale and strengthen the systems and processes we've already begun building. This is a highly impactful ...

Massive Rocket

CRM Developer

As a CRM Developer (Braze) at Massive Rocket, you'll play a hands-on technical role supporting a ... financial services or insurance experience is advantageous Why You'll Love Working Here • Rocket ...

Sonsoft Inc

Siebel CRM

Milwaukee, WI

... CRM solutions with a minimum of 2 years in Siebel CRM/ Oracle Sales Cloud/Service Cloud ... Invoicing & Finance etc. in order to guide large and complex consulting assignments * Expert ...

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All JobsCrm Financial Jobs

Crm Financial information

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$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Aug 14, 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.

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.

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.
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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% 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.

*CRM Specialist

Victoria College

Victoria, TX • On-site

$4.5K - $5.0K/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Salary: $4,578.67 - $5,081.67 Monthly
Location : Main Campus, 2200 E. Red River, Victoria, TX
Job Type: Full Time
Job Number: 201400902
Division: Administration
Department: Marketing & Communications
Opening Date: 08/04/2026
Position Summary
The Marketing & Communications Department is recruiting for one full time CRM Specialist. This position supports the CRM Administrator in the coordination, development, and administration of the College's customer relationship management CRM system.
This position is benefits eligible. For more information on Victoria College's excellent benefits package, click the benefits tab.
About Our Institution
Victoria College (VC) is a vital public community college located in Victoria, Texas and has been a respected community partner in the Crossroads region since 1925 and continues to offer quality, affordable educational opportunities to help our students achieve their dreams. VC offers a variety of high-quality associate's degrees and transfer programs, preparing students for success in their chosen fields. The college fosters a close-knit community, serving approximately 7,100 students across diverse backgrounds and learning styles, including full-time, part-time, online, veterans, and adult learners. VC features five academic divisions:
  1. Academic Support & Student Success
  2. Allied Health
  3. Career & Technical Education
  4. Arts, Humanities, & Social Sciences
  5. Science, Mathematics, Engineering, & Physical Education
Additionally, VC offers various programs through the Academy of Lifelong Learning, catering to the educational needs of the community.
Living in the AreaVictoria, a charming city with a population of around 67,000, provides a welcoming and affordable environment. Residents enjoy a variety of benefits, including diverse culinary experiences, a rich cultural scene with museums and art galleries, and ample opportunities for outdoor recreation. Victoria boasts over 50 parks and green spaces, including Riverside Park and Spring Creek Greenway, offering scenic walking and biking trails. The city is well-connected with regional transportation networks, including Victoria Regional Airport and multiple bus services. Victoria's cost of living is significantly lower than the national average, making it an attractive option for students and families alike.
Duties & Responsibilities
  1. Provides support in the administration and maintenance of the College's CRM system, ensuring system integrity and security
  2. Assists in configuring the CRM system based on College-specific requirements and best practices to support student recruitment, retention, and engagement efforts along with other strategic priorities
  3. Collaborates with supervisor and various stakeholders to help optimize system functionality and streamline processes
  4. Assists with development and implementation of best practices, guidelines, and procedures for CRM system usage
  5. Assists with data integration and synchronization between the CRM system and other college systems, ensuring data consistency and accuracy
  6. Assists with monitoring data quality, identifying and resolving data discrepancies, and data cleansing initiatives
  7. Serves as a resource for CRM-related inquiries, troubleshooting issues, and resolving user concerns
  8. Conducts testing of CRM features and integrations to ensure proper functionality and data accuracy
  9. Manages daily CRM operations including the creation and scheduling of email and SMS communications, task creation, and maintenance of conversation settings
  10. Develops and implements clear, concise, and effective communication campaigns tailored to targeted audiences
  11. Serves as a liaison with the CRM vendor to coordinate feature requests, report bugs, and ensure timely issue resolution.
  12. Participates in developing and delivering training and resources to educate users on CRM system functionality, data entry, and reporting capabilities and requirements
  13. Assists with creating user documentation and FAQs to assist users in utilizing the CRM system effectively
  14. Assists with developing and generating reports, dashboards, and data visualizations to monitor key performance indicators, provide actionable insights, support decision-making, and inform strategic initiatives
  15. Assists stakeholders with leveraging CRM system capabilities
  16. Assists with system audits and upgrades
  17. Collaborates with supervisor, vendors, and internal Technology Services Department to resolve technical issues and implement system enhancements
  18. Maintains confidentiality of information
  19. Performs other related duties as assigned

Qualifications
  • Bachelor's degree in computer information systems or related field, or associate degree and five years of relevant employment experience, required
  • Three years of related experience, preferably at a community college
  • Knowledge and experience with Student Information Systems (SIS), Customer Relationship Management (CRM) systems, and similar products preferred
  • Excellent problem-solving skills with the ability to understand complex problems and apply practical solutions as well as troubleshoot and resolve technical issues
  • Strong understanding of data management principles and experience with data integration
  • Strong understanding of database concepts and data management best practices
  • Strong attention to detail and commitment to data accuracy
  • Excellent interpersonal, written, and oral communication skills
  • Ability to understand, interpret, and effectively communicate complex information to target audiences

  • Ability to meet deadlines and multitask

  • Ability to work independently as well as part of a team in a fast-paced academic environment while maintaining strong customer service skills
  • Ability to work a flexible schedule, including some evenings and weekends
  • Willingness to travel to other College locations, conferences, etc. on an occasional basis
  • Experience implementing technology and training users
  • Demonstrated proficiency in building queries and using conditional logic to build workflows and targeted communications

Physical Demands
While performing the duties of this job, the employee is regularly required to use hands and fingers to handle controls, key pads, etc. Will be required to sit and reach with hands and arms as well as, sit, stand, walk, push, pull, bend and stoop while lifting boxes of files and displays. The employee will seldom lift and/or move up to 30 pounds while loading office supplies, displays and paper. Specific vision abilities required include close vision, some color vision, and the ability to adjust focus from documents to computer screen. Hearing of light to moderate sound is required by this job. The noise level in the work environment is usually moderate.
The following benefits apply to all full-time positions scheduled to work 30 hours or more each week. These full-time positions are also eligible to participate in our TRS retirement plan.
Victoria College offers an excellent benefit package for eligible employees that includes group insurance as well as a generous amount of paid time off:
Group Insurance
Health insurance
  • Full-time employees: 100% VC paid; employee pays 50% for dependents
  • Coverage for the new employee/dependents is effective on the 1st of the month following a 60-day waiting period

Optional benefits - available at group rates
  • Coverage for the new employee/dependents is effective on the 1st of the month following hire date
    • Flexible Spending Accounts - health and dependent care
    • Dental
    • Vision
    • Term Life
    • Short and long-term disability
    • Accidental death & dismemberment
    • As an added benefit, Victoria College issues a credit of up to $30 each month to full-time employees to help offset the cost of premiums
Supplemental benefits - offered through Globe Life
Retirement
Participation in the Teacher Retirement System is mandatory (ORP option for eligible employees)
  • Currently, the employee contribution is 8.25%. The state and Victoria College, together, contribute 8.25%
  • Social security is deducted each pay period
  • Payroll deduction for 403-b and 457 deferred compensation plans are available
Other Benefits
  • Workers compensation insurance
  • Direct payroll deposit
  • Tuition waiver for benefits eligible employees and their dependents through age 25
  • Use of the Sports Center which includes treadmills, rowing machines, exercise classes, etc.
  • Technology training
Paid Time Off
  • Vacation for eligible employees (does not apply to faculty positions). Effective 90 days after start date
    • Full-time employees: 80 hours up to 10 years of service then 120 hours for 10+ years of service
  • Sick leave
    • Full-time employees: accrues at 8 hours each month
  • Developmental and professional leave
  • One week at Thanksgiving
  • Two weeks for Winter Break
  • One week for Spring Break
  • Regular holidays
    • Labor Day
    • Martin Luther King, Jr. Day
    • Good Friday
    • Memorial Day
    • Juneteenth
    • Independence Day
  • Non-faculty employees get Fridays off during the summer

Note: Applicants who travel over 200 miles round trip will be reimbursed up to $500 for travel expenses according to the travel reimbursement procedure. However, applicants who decline employment offers will not be reimbursed. Travel reimbursements are not processed until after all interviews have concluded and an offer of employment has been extended to and accepted by the candidate selected for hire.

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