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Crm Financial Jobs (NOW HIRING)

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 ...

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 ...

CRM Specialist

Scottsdale, AZ · On-site

$96K - $137K/yr

The CRM Specialist will own the end-to-end loyalty experience for the US market to build brand love and engagement. This vital role will create a persistent customer-first mentality across physical ...

CRM, Project Manager

Capitola, CA · On-site +1

$114K - $142K/yr

The CRM, Product Manager leads the credit union's strategy and execution for its Customer ... Experience in financial services or a credit union environment is preferred. * A product mindset ...

... 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 ...

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 ...

Position Overview We are seeking a dynamic and detail-oriented CRM Specialist to join our team. In ... Invest in Your Future - 401(k) company match to help you build financial security. * Time to ...

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 development ...

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 ...

Slate CRM Consultant

Chicago, IL · On-site +1

$90K - $125K/yr

Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients

What We Do We are seeking a CRM Campaign Manager to create, maintain, and optimize lifecycle ... financial transactions, and the ability to meet customer-imposed criminal history requirements.

Showing results 41-60

Crm Financial information

See salary details

$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Aug 13, 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:
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

OnLogic

Cary, NC • On-site

Full-time

Retirement

Re-posted 6 days ago


Job description

As a member of the Global Business Operations team at OnLogic, you will focus on the tools, data-driven action plans, and automation workflows that allow our sellers to identify high-propensity accounts, accelerate deal creation, and successfully close deals. You will act as our HubSpot Superadmin, eliminating friction in the pipeline and empowering our Sales and Marketing teams. This is a full-time, mid-level role newly created to support our organization's continued growth.

We believe in the power of in-person collaboration and the benefits of a strong workplace community. Therefore, this role requires an on-site presence at either our Cary, NC or South Burlington, VT office. We encourage candidates who are able to relocate or comfortably commute to apply.

In this role, you'll be responsible for:
  • Serving as the primary HubSpot Superadmin, optimizing all sales tools for daily use by Sales and Marketing teams to ensure a seamless experience.
  • Executing tech stack audits and strategy to identify gaps, simplify the seller journey, lead build vs. buy vendor evaluations, and support new technology onboarding.
  • Driving systemic process improvements by identifying and eliminating manual bottlenecks, while continuously training the team to maximize tool adoption.
  • Collaborating with Revenue Operations Analysts to deliver monthly target account lists and drive increased cross-selling activity through data-driven insights.
  • Developing outreach automations and sequences to enhance buyer engagement, while continuously improving lead routing so high-intent leads reach the right pipelines quickly.
  • Refining the Marketing to Sales handoff for a frictionless transition, and optimizing the volume quote approval process directly within the CRM to increase salesperson autonomy.
  • Maintaining rigorous CRM data integrity through deduplication and hygiene efforts, and building measurement and approval tools to proactively accelerate deal velocity.
The team you will be joining: 

The Global Business Operations team is a collaborative group dedicated to delivering an outstanding customer experience through high-quality and high-velocity execution. It is the engine that accelerates OnLogic's growth, balancing technical value with measurable financial results.

Learn more about Life at OnLogic: www.onlogic.com/life-at-onlogic

Requirements

  • 3-5 years of experience in a RevOps, Sales Ops, Marketing Ops, or CRM Administration role.
  • Proven experience as an admin with HubSpot or Salesforce (HubSpot certifications preferred).
  • A strong track record of automating manual business processes and building complex CRM workflows.
  • Strong understanding of the B2B sales cycle, lead routing, and the friction points between Marketing and Sales.
  • Technical familiarity with data visualization tools like PowerBI and a solid grasp of CRM data architecture and hygiene.
  • Ability to work in the U.S. without visa sponsorship, now and in the future.
Who we're looking for:
  • You are motivated to continuously improve the organization through a measurable reduction of the sales administrative burden.
  • You hold your team accountable for consistent maintenance of lead response times to accelerate lead and revenue velocity.
  • You work effectively with marketing and sales to achieve high engagement rates on automated sales sequences.
  • You deliver actionable data that results in measurable increases in cross-selling and strategic account wins.
  • You collaborate cross-functionally with the Sales Enablement team to properly train and drive the adoption of tools.
Who we are:   

OnLogic employees have the opportunity to shape our future and drive impactful change. We design and manufacture specialized edge computing solutions for companies all over the world, helping them to make the seemingly impossible possible. Our computers are designed to work where others fail, and it's our vision to be the first choice in edge computing. To make that vision a reality, we've built a team of ambitious problem solvers, guided by the company's core values of Open, Fair, Innovative, and Independent. We have an open office, open salaries, and strive to be fair and transparent in our decision making. We encourage input and feedback from every member of our team and look to improve ourselves and our business every single day.

Diversity is an essential element of our core values. Not just respecting, but actively embracing a variety of backgrounds, life experiences, and opinions, helps us foster innovation, enhances our problem-solving capabilities, and promotes learning and engagement among the members of our team. We strongly encourage those with diverse backgrounds to apply.

We are committed to providing a safe, inclusive, and harassment-free workplace for all employees. We do not tolerate any form of harassment, discrimination, or bias based on race, ethnicity, gender, sexual orientation, religion, disability, age, or any other protected characteristic.

To learn more about our values, our mission and what it's like to work at OnLogic, visit www.onlogic.com/careers.

Benefits

The salary range for this role is $80,000 to $100,000. We determine final compensation based on discussions with applicants and their experience in similar roles.

  • A Competitive Salary based upon your experience and the requirements of the role
  • A Comprehensive Benefits Package
  • 401k Plan with 3% Employer Contribution
  • An Annual Profit Share Bonus 
  • Paid Maternity & Paternity Leave, and Short & Long Term Disability
  • Opportunity to Participate in our Employee Stock Purchase Plan
  • A personal development plan created to help you (and us) grow