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Crm Financial Jobs (NOW HIRING)

Scientific Games

CRM Manager

Alpharetta, GA

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 ...

Scientific Games

CRM Manager

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 ...

Mayo Clinic

CRM Coordinator

Rochester, MN

Lead CRM process governance, stage management, and standardization of data entry practices ... Master's in business, healthcare, analytics, data science or finance and three years of related ...

New

FabFitFun, Inc.

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 ...

Richemont

CRM Manager

New York, NY · On-site

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 ...

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 ...

Stellar Professionals LLC

CRM Architect

Raleigh, NC · On-site

We are seeking an experienced CRM Architect to serve as the strategic bridge between business strategy and technical execution. If you excel at designing scalable enterprise solutions, building ...

SPAR Inc.

CRM Specialist

Charlotte, NC · Hybrid

CRM Specialist -Outbound Growth, Charlotte, NC (Hybrid) SPAR is looking for a detail-oriented, analytical, and growth-minded Outbound Growth & CRM Specialist to support our business development ...

htna

CRM Administrator

Milwaukee, WI · Hybrid

We are looking for a skilled Microsoft Dynamics 365 CRM Administrator to own the day-to-day operation, configuration, and ongoing improvement of our Microsoft Dynamics 365 CRM platform. This role ...

ALICE + OLIVIA

CRM Specialist

Manhattan, NY · On-site +1

$75K - $85K/yr

As the CRM Specialist, you will support and execute the company's CRM strategy across Email and SMS, helping drive customer engagement, retention, and revenue growth. Reporting directly to the Sr. ...

Get Raw Nutrition

$63 - $77/hr

About the Role We're looking for a CRM Manager who is equal parts strategist and project manager. This person will own our customer relationship, email, and SMS marketing programs end-to-end, keep ...

Spar Group

CRM Specialist

Charlotte, NC · On-site

Overview: CRM Specialist -Outbound Growth, Charlotte, NC (Hybrid) SPAR is looking for a detail-oriented, analytical, and growth-minded Outbound Growth & CRM Specialist to support our business ...

SPAR Inc.

CRM Specialist

Charlotte, NC · Hybrid

Overview CRM Specialist -Outbound Growth, Charlotte, NC (Hybrid) SPAR is looking for a detail-oriented, analytical, and growth-minded Outbound Growth & CRM Specialist to support our business ...

Hellermanntyton

CRM Administrator

Milwaukee, WI · On-site

$70 - $100/hr

We are looking for a skilled Microsoft Dynamics 365 CRM Administrator to own the day-to-day operation, configuration, and ongoing improvement of our Microsoft Dynamics 365 CRM platform. This role ...

Transtar Aftermarket

CRM Administrator

Cleveland, OH · On-site

$90 - $120/hr

The CRM Administrator is the architect and steward of NexaMotion Group's customer and revenue platform. You are the system owner for HubSpot across Marketing, Sales, Service, Content, and Operations ...

New

Scanhealthplan

CRM Developer

Long Beach, CA · On-site

The Job We are seeking a CRM Developer to lead the analysis, architecture, design, development, and enhancement of scalable, secure, and high-performance solutions within Health Plan payer ...

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 ...

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Showing results 21-40

All JobsTechnology JobsCrm Financial Jobs

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:

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 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.

CRM Director

Greystone Roofing & Construction

Aubrey, TX • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Greystone Roofing & Construction is a leading expert in both commercial and residential roofing, offering exceptional craftsmanship and customized solutions to meet the unique needs of our clients. As licensed insurance adjusters and experienced roof inspectors holding commercial and residential RCAT licensing, we provide unmatched expertise in managing insurance claims and ensuring superior quality roof installations. Our commitment is to deliver a seamless and reliable experience that safeguards homes and businesses alike. We are currently seeking a highly skilled CRM Director to join our dynamic team. The CRM Director will play a pivotal role in driving our customer relationship management strategies, optimizing client engagement, and supporting our mission to provide top-tier roofing solutions. This position requires a forward-thinking leader who can leverage data-driven insights and CRM tools to enhance customer satisfaction, streamline communication processes, and contribute to the overall growth of Greystone Roofing & Construction. If you are passionate about cultivating strong customer relationships and have the expertise to lead CRM initiatives with precision, we invite you to bring your talents to our reputable and growing company.


Responsibilities
  • Develop and implement comprehensive CRM strategies to improve customer engagement and retention.
  • Oversee the management and optimization of CRM platforms and tools.
  • Collaborate with sales, marketing, and service teams to align CRM initiatives with business goals.
  • Analyze customer data and feedback to identify trends, opportunities, and areas for improvement.
  • Lead the training and development of staff on CRM best practices and software usage.
  • Monitor and report on CRM performance metrics to senior management.
  • Manage CRM-related projects, ensuring timely delivery and successful execution.

Requirements

  • Proven experience in CRM management, preferably within the construction or roofing industry.
  • Strong knowledge of CRM platforms such as Salesforce, HubSpot, or similar tools.
  • Excellent analytical skills with the ability to interpret complex customer data.
  • Demonstrated leadership abilities in managing cross-functional teams.
  • Exceptional communication and interpersonal skills.
  • Ability to develop strategic plans and execute them effectively.
  • Bachelor’s degree in Business Administration, Marketing, Information Technology, or related field.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Work From Home