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Crm Financial Jobs (NOW HIRING)

Level.me

CRM Specialist

Austin, TX · On-site

$110 - $160/hr

You will own the CRM platform, the delivery logic and the execution across in-app messaging, email, push notifications and beyond. Marketing and editorial own the message. You own everything that ...

Sonsoft Inc

Siebel CRM

Milwaukee, WI · On-site

At least 4 years of experience in implementing CRM solutions with a minimum of 2 years in Siebel ... Invoicing & Finance etc. in order to guide large and complex consulting assignments * Expert ...

Creighton University

CRM Developer

Omaha, NE · On-site

The CRM Developer is responsible for designing, developing, implementing, and supporting delivered and customized solutions within Creighton University's CRM (Salesforce) platform. The CRM Developer ...

Harper Group

CRM Lead

San Francisco, CA · On-site

$150K - $190K/yr

CRM Lead Harper is an AI-native commercial insurance company in San Francisco. We're not bolting AI onto insurance - we're rebuilding the entire business as software, on a simple bet: turning expert ...

Michael Kors

Manager, CRM

Manhattan, NY · On-site

$115 - $125/hr

... VIC customer base and other priority customer segments (e.g. new, locals, lapsed...) In ... Its fierce spirit of independence and progressivism fuels its relationships with the world's most ...

Virtuous Software

General Manager, CRM +

Phoenix, AZ · On-site +1

About Virtuous CRM+ Virtuous CRM+ is the core fundraising and donor management platform that powers ... or financial information through fraudulent interviews and job offers. Please note that all ...

Virtuous

General Manager, CRM +

Phoenix, AZ · On-site

About Virtuous CRM+ Virtuous CRM+ is the core fundraising and donor management platform that powers ... or financial information through fraudulent interviews and job offers. Please note that all ...

24 Seven Talent

CRM Manager (Fashion)

Manhattan, NY · Hybrid

CRM Manager (Fashion) Employment Type: Freelance Location: Hybrid, 2x per week onsite and 3x per week remote We are seeking an experienced CRM Manager to lead customer lifecycle marketing across ...

New

Ripple Fiber

CRM Manager (1330)

Charlotte, NC · On-site

$85 - $100/hr

South Park Home Office - Charlotte, NC 28210 CRM Manager | Ripple Fiber We are looking for a CRM (Customer Relationship Management) Manager to join our growing team. About Ripple Fiber At Ripple ...

Sonsoft Inc

Sugar CRM

Sunnyvale, CA · On-site

Preferred At least 1 years of experience in Sugar CRM At least 1 year of experience with Object Oriented programming in PHP Experience of the Zend framework is a plus At least 1 year of web ...

Plum Inc

CRM Solutions Lead

You'll work directly with clients to understand what's in their CRM - Salesforce, HubSpot ... Equity in a financial technology startup. * Generous health, dental, and vision coverage for ...

bet365

CRM Manager, Sports

Denver, CO · On-site

$105K - $130K/yr

As a CRM Manager, Sports you will develop the promotional strategy & lead in building customer loyalty for all user lifecycles through promotional offers and best in class user journeys. Through ...

Sonsoft Inc

Sugar CRM

Cupertino, CA · On-site

Preferred At least 1 years of experience in Sugar CRM At least 1 year of experience with Object Oriented programming in PHP Experience of the Zend framework is a plus At least 1 year of web ...

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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:

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.

Dynamics CRM

Avani Technology Solutions, Inc.

Columbus, GA • On-site

Contractor

Re-posted 11 days ago

Job description

MS Dynamics CRM
Columbus GA
Long Term - Contract to hire
No C2C
RESPONSIBILITIES:
MS Dynamics CRM Development
REQUIRED SKILLS:
• Dynamics 365 CRM Online or 2016
• CRM Workflow, Plugins, Reports
• Integration experience, i.e. SSIS, Console App, C#, CRM Web Services
• Integration with other cloud based data providers and API's (e.g. SalesGenie, Monster, CareerBuilder)
• Agile software development experience
PREFERRED SKILLS:
• Azure development experience is a big plus
• Power BI

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