CRM Product Manager

POSITION SUMMARYThe CRM Manager is responsible for the maintenance and evolution of the CRM working closely with key stakeholders to support business objectives and oversees quality of the data. The position focuses on continuous improvement to maintain and increase utility and value of CRM, and partners with colleagues to ensure that the CRM provides reliable data and efficient tools for analysis and tracking to help achieve the communications and mission objectives of Trinity Church Wall Street.The annual salary range for this position is $131,500 to $169,100.ESSENTIAL DUTIES AND RESPONSIBILITIESManage and maintain data hygiene and quality: implement and oversee quality control procedures to provide clean and accurate constituent data.Define and manage data ownership: advises on departmental use of CRM features to strategically support Trinity's efforts and usage within the staff and parish community.Onboard, train and support staff: Maintain and create online documentation, training videos, asynchronous chats, and related processes.Identify, define, and manage new user requirementsCollect and analyze customer data through reporting tools like Excel ad PowerBI.Develop new ways to meet customers' needsCollaborate with stakeholders to improve the customer experienceAdhere to confidentiality rules and all other Trinity Wall Street policies, procedures, and rules.Perform all duties in a manner that promote Trinity's mission and core values.Assume other related responsibilities and special projects as required.REQUIRED KNOWLEDGE, SKILLS, AND ACTIVITIESUnderstanding of the rules and regulations around data governance as relates to PIIAbility to gather information and build reports that clearly state results and make recommendations for improvementsAbility to define and write requirementsHigh attention to detail and ability to multitask priorities with tight deadlinesAbility to work both independently and in cross-functional settingsExcellent verbal and written communication skillsWorks well within a team environmentREQUIRED AND PREFERRED EDUCATION, EXPERIENCE, AND CREDENTIALSBachelor's Degree (or equivalent professional experience)3-5 years working with CRM, Excel, relational databases, Microsoft Dynamics a plusExperience with business process administration and CRM policies and controls for data management

Created: 2025-01-15