Customer Relationship Management Operations Manager Jobs in Santa Rosa, CA

Who We AreJoin a team that puts its People First! As a member of First American's family of companies, First American Home Warranty offers a wide range of home warranty products and services to home sellers, buyers and agents. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We DoWe are seeking a CRM Campaign Manager to create, maintain, and optimize lifecycle marketing campaigns that support our outside sales team. This role will focus on driving engagement with real estate professionals, including Realtors, brokerage leaders, and related partners, through targeted CRM campaigns built in Microsoft Dynamics.
The ideal candidate understands how to use CRM-driven marketing to support field sales, nurture relationships, generate leads, accelerate follow-up, and improve customer engagement throughout the sales lifecycle. This person will partner closely with Sales, Marketing, Operations, and Analytics teams to ensure campaigns are timely, relevant, measurable, and aligned with business goals.

HOW YOU'LL CONTRIBUTE

• Develop and manage lifecycle campaigns within Microsoft Dynamics to support the outside sales team's efforts with Realtors, brokerages, and real estate partners.
• Build segmented campaigns based on audience type, geography, engagement level, sales stage, brokerage affiliation, renewal timing, referral behavior, and other relevant criteria.
• Create automated nurture journeys that support lead generation, sales follow-up, onboarding, engagement, retention, and reactivation.
• Translate sales priorities into CRM campaigns that help sales representatives stay connected with prospects and customers at the right moments.
• Partner with outside sales leadership and sales representatives to understand field needs, customer pain points, and market opportunities.
• Support sales outreach with CRM-based email campaigns, triggered communications, follow-up sequences, event invitations, educational content, and relationship-building touchpoints.
• Ensure campaigns are designed to reinforce the sales process and make it easier for sales representatives to prioritize and act on opportunities.
• Collaborate with Sales Operations to improve CRM data quality, campaign targeting, and lead handoff processes.
• Monitor campaign performance, including open rates, click-through rates, conversions, lead activity, sales follow-up, pipeline influence, and engagement trends.
• Use campaign data to identify opportunities for testing, personalization, segmentation, and journey optimization.
• Conduct A/B testing on subject lines, messaging, timing, audience segments, calls to action, and campaign workflows.
• Prepare regular reporting and insights for sales and marketing leadership.
• Manage campaign lists, workflows, customer journeys, email templates, landing pages, forms, and campaign logic within the CRM platform.
• Ensure CRM campaigns follow brand, compliance, data privacy, and communication standards.
• Partner with technical teams or CRM administrators to troubleshoot platform issues, improve automation capabilities, and support integrations.
• Recommend improvements based on performance data, sales feedback, and customer behavior.

WHAT YOU'LL BRING

• 5+ years of experience in CRM marketing, lifecycle marketing, marketing automation, sales enablement, or campaign management.
• Experience building and managing campaigns in Microsoft Dynamics, Dynamics 365 Customer Insights, or a similar CRM/marketing automation platform.
• Strong understanding of email marketing, audience segmentation, automated customer journeys, and campaign performance reporting.
• Previous experience supporting a sales organization, preferably an outside sales, field sales, channel sales, or B2B sales team.
• Ability to translate sales goals into effective CRM campaigns and actionable marketing programs.
• Strong analytical skills with the ability to interpret campaign data and recommend improvements.
• Excellent project management skills, including the ability to manage multiple campaigns, timelines, and stakeholders.
• Ability to effectively work cross-functionally with Sales, Marketing, Operations, Analytics, and Technology teams.

NICE TO HAVE

• Previous experience working in real estate, home warranty, insurance, mortgage, title, escrow, home services, or related industries.
• Experience marketing to Realtors, brokerage leaders, real estate teams, or other real estate professionals.
• Familiarity with sales pipeline management, lead scoring, account-based marketing, or territory-based campaign strategies.
• Experience with CRM data hygiene, sales activity tracking, campaign attribution, and dashboard reporting.
• Knowledge of CAN-SPAM, email deliverability best practices, and data privacy requirements.
• Experience using Microsoft Power BI, Excel, or other reporting tools.

Pay Range: $97,700.00 - $130,300.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We OfferBy choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.