Manager of Client CRM

Join Our Growing Financial Services Team as Manager of Client CRMAre you ready to make a real impact at a rapidly expanding and diverse financial services company in Plano, TX? Roles and Responsibilities CreditAssociates is a leading provider of debt relief solutions committed to helping individuals and families achieve financial freedom. We provide compassionate support to our clients as they navigate their journey to becoming debt-free, and we strive to build lasting customer relationships grounded in trust, loyalty, and exceptional service. We seek a strategic, data-driven Manager of Client CRM to lead customer engagement efforts and strengthen client relationships through innovative CRM and loyalty programs. What We Are Looking For: Proven Experience: We’re seeking someone with extensive experience in CRM and engagement marketing roles, preferably in financial services or other customer-focused industries. You have a proven record of designing successful CRM programs and leading teams in developing loyalty-driven initiatives that resonate with clients and drive long-term value. Strategic Thinker: Strong strategic planning and analytical skills empower you to translate data insights into actionable CRM strategies. You’re skilled at shaping campaigns that enhance customer engagement and retention while aligning with the company’s business goals and mission. Client-Centric, Digital Mindset: A solid understanding of digital engagement and app-based strategies is critical for this role. You have experience creating mobile-first campaigns that provide a seamless and engaging customer experience, emphasizing optimizing digital journeys. Financial Services Knowledge: Knowledge of financial services or related industries is highly valued, especially in debt relief, credit management, or customer-centric sectors. You bring familiarity with the regulatory landscape, industry best practices, and client acquisition and retention challenges in a service-driven market. Leadership Skills: You are an inspirational leader with a track record of building and managing high-performance teams. You foster collaboration and innovation, encouraging your team to develop effective, client-focused CRM strategies. Communication: Exceptional communication and interpersonal skills are essential for effectively engaging stakeholders at all levels. You are comfortable presenting and influencing key decisions, and you represent the CreditAssociates brand with the highest level of integrity. Adaptability: This role requires agility and resilience in a fast-moving environment. You are adept at adjusting strategies to evolving market conditions, competitive pressures, and regulatory updates to stay ahead and deliver consistently strong results. Responsibilities: Lead and manage the overall CRM and engagement marketing strategy. Develop long-term plans focusing on multi-year client lifecycle management and client retention, focusing on optimizing the app-based user experience. Collaborate with cross-functional teams, including legal, sales, customer service, and agency partners, to ensure alignment and integration of CRM and loyalty initiatives with overall business objectives. Develop and execute journey segmentation and content planning while collecting and integrating data from disparate sources. Continuously refine strategic roadmaps based on customer behavior insights, market developments, and emerging opportunities within the financial services industry. Analyze data to provide insights that optimize CRM campaign performance and drive measurable results, such as client enrollment and retention. Utilize customer data, predictive analytics, and customer segmentation to create highly personalized and relevant marketing strategies. Contribute to building a positive team culture. Qualifications: Bachelor’s degree in marketing, advertising, business, or a related field 5+ years of experience in CRM and loyalty roles within financial services or similar customer-centric industries 5+ years of digital marketing and optimization experience (A/B and multivariate testing, lead generation, web analytics) Proven success in executing mobile-first and digital engagement strategies Strong knowledge of customer segmentation, lifecycle management, and personalization strategies Excellent communication and leadership skills with the ability to motivate and influence others Advanced expertise in Salesforce and Salesforce Marketing Cloud (SFMC), including journey-building, automation, and analytics Strong understanding of dynamically driven SFMC Cloud Pages Financial services and/or portfolio company-related experience a plus, not required Hands-on programming experience in JavaScript, HTML, CSS Strong knowledge of MySQL Be able to navigate through complex SQL queries and stored procedures Understanding of data visualization tools (e.g., Tableau, Power BI, Domo, Dash, Looker) Recommend and experiment with web technologies that could potentially drive positive impacts on lead conversion What we expect from the right candidate: Mission and purpose-driven. You must believe in our cause and have passion for our clients. You approach opportunity entrepreneurially and are business-minded, outcome-oriented, and ROI-focused. Willing to build a data-driven case and challenge the status quo and business partners for the right opportunities to grow our business and help more clients. You take the initiative, set personal goals, work independently yet collaboratively, and are excited about working for a company with substantial growth goals. You have superior analytical judgment and are a natural problem-solver. You work with a strong sense of urgency. Have extraordinary attention to detail and are excellent at developing and optimizing processes. Not afraid to work—and even thrive—in a fast-paced, high-volume environment. Strong oral and written communication skills. You are dependable and follow through with your commitments. You want a career with growth opportunities, not a job. All qualified applicants will receive consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Created: 2025-01-06