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CRM Coordinator

Insight Global

CRM Coordinator

The CRM Coordinator supports the execution and operations of customer relationship management (CRM) initiatives, with a primary focus on in-app banner workflows. This role partners closely with cross-functional teams and vendors to ensure timely execution, accurate reporting, and smooth day-to-day CRM operations. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple tools and processes.

Key Responsibilities

  • Own the end-to-end in-app banner workflow, including execution and reporting, in partnership with the vendor Recurly Engage.
  • Own the end-to-end email & push workflow, including execution and reporting, in partnership with the vendor Salesforce Marketing Cloud.
  • Log, track, and help resolve issues across CRM platforms, including Salesforce Mkt Cloud, SDKs, Redfast, and related tools.
  • Organize and maintain team assets, including naming conventions, calendars, and shared folders.
  • Assist in maintaining documentation, playbooks, and internal CRM processes to support team efficiency and consistency.
  • Provide coverage for CRM assignments when the Manager or Senior Manager is out of office, ensuring continuity of operations.
  • Support day-to-day CRM coordination and operational tasks as needed.
Insight Global
Vacancy posted more than 2 months ago

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