SFMC CRM Mastermind: Elevate Client Engagement
CreditAssociates
CreditAssociates in Plano, TX seeks a Client CRM Specialist to own Salesforce Marketing Cloud programs, design customer journeys, and optimize engagement across email and SMS. You will collaborate with Marketing and Compliance to drive results while maintaining governance and data integrity. The role emphasizes SQL, AMPscript/HTML, and cloud-based campaigns with a focus on customer loyalty and engagement in a financial services context. #J-18808-Ljbffr CreditAssociates
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the SFMC CRM Mastermind: Elevate Client Engagement in Plano, TX vacancy
- ...Our Growing Financial Services Team as a Client CRM Specialist Are you ready to make a real... ...someone with strong experience in CRM and engagement marketing roles, preferably in financial... ...of Salesforce Marketing Cloud (SFMC), ensuring reliable, scalable, and efficient...CRM
$47.39k - $70k
...assisted solutions to improve efficiency Analyze case trends, client interaction data, and engagement activity to identify patterns and operational insights... ...support/client success organizations Familiarity with CRM systems (e.g., Microsoft Dynamics 365, Salesforce)...CRMLocal areaRemote work- ...Director, Client Success The Director of Client Success is a strategic... ...responsible for the health, engagement, and success of an assigned... ..., and other opportunities to elevate the client voice. Lead or support... ...platforms such as Gainsight, CRM systems, analytics, automation...CRMLocal area
- ...innovation, and delivering exceptional client experiences at every stage of engagement. We are seeking a motivated and... ...channels, using sound judgement to elevate when appropriate. Stakeholder Collaboration... ...documenting interactions in a CRM, case management system, or similar...CRM
- ...a proven track record of owning complex client relationships from planning through implementation... .... Team Responsibilities Be involved and engaged as a passionate team member. Actively... ...financial planning software (eMoney), CRM technology (XLR8/Salesforce), portfolio management...CRMFull timeImmediate start
- ...Client Performance Coach We're looking for an experienced Automotive SaaS Client Success... ...management Significant use of CRM, software dashboards, performance data, and... ...documentation Clear expectations around client engagement, adoption, retention, and performance...CRMRemote work
- A financial advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client service experience... ...strong communication skills and proficiency with Salesforce CRM. This is a full-time position based in the company's Dallas headquarters...CRMFull time
- ...peace to those facing uncertainty and help clients build a positive financial future. We are... ...fostering a culture of accountability, engagement, and continuous improvement Analyze, compile... ...in Microsoft Office, SharePoint, CRM/client service platforms, and reporting tools...CRMWork at office
- ...management services with a strong commitment to excellence and a client‑centric approach. As fiduciary partners, we help individuals and... ...requests efficiently. Maintain workflows and documentation in CRM systems to ensure accuracy and timeliness. Prepare forms, financial...CRMWork experience placementWork at office
- ...India, we place consultants with Fortune 100 clients through direct, MSP/VMS, and systems... ...from first requisitions to multi-consultant engagements and preferred-supplier status. Partner... .... Own your pipeline. Keep accurate CRM records, forecast monthly and quarterly,...CRMContract workLocal areaRelocation
- DescriptionThe Marketing Manager, Client Marketing, leads the strategy, planning, and execution... ...programs that strengthen client engagement, communicate product value, and support Tyler... ...marketing campaigns.Experience with CRM, marketing automation, and marketing analytics...CRM
- ...ask for an accommodation or an alternative application process. Client Marketing Specialist Client Marketing Plano, TX, US... ...platform experience is a plus (such as DataStudio, DOMO) Salesforce CRM experience is a plus Supervisory Responsibility: None Other Duties...CRMFull timeWork at officeWeekday work
- ...Client Service Coordinator Excellent opportunity in a business professional environment... ...are handled with discretion and care. CRM & Data Management: Update CRM records,... ...written and verbal communication; adept at engaging with clients and colleagues with warmth...CRMFull timeWork at officeRemote work
- ...guidance to CXMs.Help team members prioritize client needs, manage commitments, and maintain... ...and advocate.Monitor client health, engagement activity, open issues, and emerging risks... ...opportunities.Promote consistent adoption of CRM practices, client documentation standards...CRMWork at office
- ...Engagement Analyst Contingent Worker | Human Resources | Recruitment Engagement... ...Position Summary Our client is seeking an organized, resourceful, and... ...Experience with applicant tracking systems, CRM tools, recruitment technology, or event-management...CRMLocal area
- ...with company match. OVERVIEW: Under the direction of the Client Relationships Manager (CRM), the CIR is responsible for the day-to-day coverage of... ...and doors Able to walk and to climb stairs or use elevator to coordinate with other departments Able to bend, stoop...CRMPermanent employmentWork at officeFlexible hours
- ...experts - driving real, measurable results for clients. A Little About You You bring a unique... .... Additionally, the CSS actively engages in daily meetings with assigned support team... ...attention to detail Proficiency in using CRM software and support tools Ability to manage...CRMWork at officeLocal areaImmediate startRemote workVisa sponsorship
$45 - $60 per hour
...Recruiter at Motion Recruitment Our client is a trusted IT infrastructure... ...Relationship Management (CRM) application Adaptability to... ...Conditions) to Solution Architects. Engaging with Legal to incorporate... ...of compliance and selectively elevate requests as needed. You will...CRMFull timeContract workTemporary workFor subcontractorRemote workWorldwideFlexible hours2 days per week- ...Carrollton office location Metro Elevator DFW, Inc. ("Metro Elevator", "... ...growth by identifying, engaging, and nurturing business... ...organizational skills Proficiency in CRM software, and Microsoft Office... ...service, ensuring that our clients' facilities are not just...CRMWork at officeLocal area
- European Wax Center, Inc. is seeking a detail-oriented Guest Engagement & Messaging Specialist in Plano, TX. You will respond to marketing... ...stewardship, with opportunities to upsell services and log outcomes in CRM systems. #J-18808-Ljbffr European Wax Center, Inc.CRM
- Intertek is hiring an Inside Sales - Client Champion in Plano, TX to drive direct sales of Testing & Certification services for Building... ...candidate will manage inquiries, prepare proposals, and use the CRM to track opportunities and revenue. Requires 1+ year in B2B...CRM
- ...a key role in driving business growth by identifying, engaging, and qualifying prospective clients. Your primary focus will be outbound prospecting efforts... ...or consultation meetingsSales Pipeline ManagementEnsure CRM (Salesforce) records are consistently updated with...CRMTemporary workRemote work
$199.5k - $360k
...Principal Client Partner At T-Mobile, we invest in YOU! Our Total Rewards Package ensures... ...priorities. Global and International Engagement: Navigate the nuances of working with... ...management and accurate revenue forecasting using CRM tools. Provide clear, data-driven...CRMFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours$24 - $25 per hour
...Client Service Associate Wealth Enhancement is an independent wealth management firm with... ...surrendering companies Maintain the CRM database and client files, including filing... ...tools Client Relationship Management Engage in dialogue with clients to understand their...CRMHourly payFull timeTemporary workWork at officeFlexible hoursNight shift- ...defined daily number of outbound calls to engage and follow-up with potential and assigned... ...and sales pipeline progression in a CRM (SalesForce.com)Ensuring CRM (SalesForce.... ...solving in understanding and addressing clients' needs and pain pointsTime management and...CRMLocal areaRemote work
- ...energy and the ability to create exceptional client experiences. While individual... ...Proficient with Microsoft Office Suite and CRM tools (Salesforce preferred) Ability to... ...Without the salesperson license, you cannot engage in sales activities. To check if you are eligible...CRMWork at officeWeekend workAfternoon shift
- ...entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in... ...development and execution of Merchant engagement strategies that drive renewal, loyalty,... ...the evaluation and enhancement of CRM and marketing automation tools. Qualifications...CRMFlexible hours
- ...architectural frameworks At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales... ...web services. At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform...CRMFull timeH1bFlexible hours
- ...a key role in driving business growth by identifying, engaging, and qualifying prospective clients. Your primary focus will be outbound prospecting efforts... ...consultation meetings Sales Pipeline Management Ensure CRM (Salesforce) records are consistently updated with...CRMTemporary workRemote work
- ...and procurement teams. Maintain regular engagement with decision-makers throughout all phases... ...and monthly revenue projections. Client Engagement Serve as the primary point of... ...partnerships. Experience with Salesforce CRM. Excellent communication, presentation,...CRMContract workFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to SFMC CRM Mastermind: Elevate Client Engagement. Be the first to apply!




