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Crm Financial Jobs (NOW HIRING)

Panorama Mortgage Group LLC

Jr CRM

Strasburg, OH

Description We are seeking a Junior CRM to join our growing marketing team. Reporting to the Marketing Manager, you will support the day-to-day operation of our CRM systems, helping keep data clean ...

Applied Medical

CRM Specialist

Rancho Santa Margarita, CA · On-site

$75K/yr

Position Description The CRM Specialist supports the global rollout, adoption, and ongoing optimization of Microsoft Dynamics 365 Customer Relationship Management (CRM) at Applied Medical. This role ...

Havas

CRM Director

San Francisco, CA · On-site

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 ...

Decision Foundry

CRM Manager

New York, NY · On-site

$85K - $103K/yr

As the CRM Manager for North America, you will own the local strategy and end-to-end execution across the US and Canada. Serving as a bridge between local impact and global excellence, you will ...

Invest Puerto Rico

PR · On-site

Overview The CRM Administrator is the technical steward and operational owner of Invest Puerto Rico's CRM platform, which functions as the organization's institutional intelligence system supporting ...

FrankCrum

CRM Manager

Clearwater, FL · On-site

Supports CRM Team with work such as workflows, automation, and pipelines. * Tracks and reports metrics and trends and reporting support. * Cleans and maintains all the data in the system (properties ...

krg technology inc

CRM Developer

Redmond, WA

Fulltime / Contract Experienced in developing and maintaining MS Dynamics CRM 2016 business solutions with 2+ years of experience. Experienced configuring the application to meet a client ...

Tripadvisor

CRM Manager

Needham, MA · On-site +1

We're seeking a strategic and data-driven CRM Manager to join our team and spearhead the development and execution of comprehensive, full-funnel CRM marketing initiatives. This pivotal role is ...

Champion Homes

CRM Administrator

San Antonio, TX · On-site

$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 ...

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 ...

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 ...

Vanguard Group

CRM Product Manager

Malvern, PA · On-site

At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services ... We're seeking a CRM Product Manager who will own our FAS CRM (Microsoft Dynamics) and lead the ...

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 ...

Starz

CRM Analyst

Santa Monica, CA

$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 ...

EssilorLuxottica Group

CRM Analyst

Dallas, TX

GENERAL FUNCTION The CRM Data Analyst oversees the maintenance and optimization of the SAP Sales Cloud platform, ensuring data accuracy, system performance, and user support. This individual acts as ...

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Crm Financial information

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$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Jun 9, 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, 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 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 June 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 100% In-person job distribution, with an average salary of $102,130 per year, or $49.1 per hour.
Jr CRM

Jr CRM

Panorama Mortgage Group LLC

Strasburg, OH

Other

Posted 28 days ago

Job description

Description

We are seeking a Junior CRM to join our growing marketing team. Reporting to the Marketing Manager, you will support the day-to-day operation of our CRM systems, helping keep data clean, campaigns running smoothly, and internal teams supported. This role is ideal for someone who is organized, detail-oriented, and excited to learn how CRM platforms power modern marketing and sales efforts. 


At Panorama, we live by the slogan "Simpler Process. Better Pricing." We are a forward-thinking team of doers who value clarity, momentum, and getting things done right. Our marketing department is collaborative, fast-paced, and constantly evolving. With guidance from senior team members, you'll have the opportunity to grow your technical and operational skills while contributing to impactful marketing initiatives across the business. 



In this role, you will: 

  • Support the day-to-day administration of the CRM platform, including user setup, permissions, basic configurations, and data control. 
  • Assist with the execution of CRM campaigns, email journeys, workflows, and automations in collaboration with the marketing team 
  • Maintain accurate contact lists, segments, tags, and records to ensure data consistency and organization 
  • Provide first-level support to internal teams using the CRM, helping resolve basic issues and escalating more complex requests when needed 
  • Track CRM performance metrics such as open rates, click-through rates, and lead activity, and assist in building reports or dashboards 
  • Collaborate with marketing, sales, and operations teams to support CRM-related requests and ensure processes are followed correctly 
  • Help document CRM workflows, processes, and best practices to improve efficiency and support onboarding 
  • Show curiosity and interest in learning deeper CRM configuration (automations, forms, fields) and participating in process improvement projects over time 

Requirements

 This role is a great fit if you are someone who:  

  • Has a bachelor's degree in Marketing, Business, Information Systems, or a related field 
  • Has basic experience with CRM platforms such as Salesforce, HubSpot, Zoho, Follow Up Boss, or similar 
  • Is detail-oriented and comfortable managing data accurately 
  • Communicates clearly in English, both written and verbal 
  • Works well cross-functionally and enjoys collaborating with marketing, sales, and support teams 
  • Is organized, proactive, and able to follow instructions while managing daily tasks independently 
  • Is comfortable working with tools like Excel or CRM dashboards to review performance data 
  • Has a basic understanding of email marketing, segmentation, automation, and reporting (a plus)

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