Marketing CRM Specialist

Employment Type

: Full-Time


: Advertising/Marketing/Public Relations

Job Brief

3-year experience working with demand generation, lifecycle management, marketing automation, and CRM applications (Salesforce, Total Expert, etc.)

Atlantic Bay is currently seeking a
Marketing CRM Expert

for our Virginia Beach or Richmond office

Description :

The Marketing CRM Specialist plays an integral role in the daily support and the user adoption of our marketing operating system, Total Expert. This person must thrive in a fast-paced environment where they must be able to utilize their problem solving, communication, and organizational skills in their day to day workflow. The Marketing CRM Specialist will be responsible for being the subject matter expert in our current CRM.

Essential Job Duties & Responsibilities:

  • Serve as the product expert and point of contact for all system questions and troubleshooting for Total Expert.
  • Monitor and respond to system support tickets regarding the marketing platform Total Expert.
  • Assist in uploading and submitting content assets to Total Expert for development.
  • Manage and create customizable auto-campaigns and journeys for both company wide and individual mortgage banker campaigns.
  • Work with the Mortgage Banker Success team one-on-one through email, phone calls, and meetings in person.
  • Train the CRM Specialist(s) and the Mortgage Banker Success team on CRM usage.
  • Maintain future enhancement requests from Sales and push them through to Total Expert.
  • Stay knowledgeable with all software updates and enhancement rollouts from Total Expert.
  • Other duties as assigned by the Marketing & CRM Supervisory team.
  • Desired Skills and Qualifications:

  • 3-year experience working with demand generation, lifecycle management, marketing automation, and CRM applications (Salesforce, Total Expert, etc.)
  • Experience in Mortgage, Financial or Real Estate industries a plus
  • Exceptional verbal and written communication skills
  • Superior organizational and time-management skills; demonstrated effectiveness managing multiple priorities and deadlines
  • Possess unparalleled professionalism and ability to articulate with clarity to customers and team members
  • Willing and able to work in collaboration with colleagues across different departments
  • A proactive and determined approach, demonstrating initiative to deliver exceptional results
  • Sees (and seeks) opportunities for improvement, and acts on them
  • Thrives in an ever-changing environment
  • Have an eye for detail to insure that outgoing marketing materials are clean and clear.
  • Core Competencies:

    These are personal traits that will best help the candidate to successfully perform the essential functions of the job. 

  • Integrity  - employment requires being honest and ethical
  • Problem Solving  – ability to evaluate a situation and work to provide solutions 
  • Stress Tolerance - ability to handle high stress level situations calmly and effectively and accept coaching and directives 
  • Judgment and Decision Making - considering all information relative to the situation/project and execute appropriate actions 
  • Initiative  - willingness to take on responsibilities and challenges 
  • Achievement/Effort  - establish and maintain personally challenging achievement goals and exert effort toward mastering tasks 
  • Dependability  – candidate must be reliable, responsible, dependable, and fulfill assigned tasks according to deadlines
  • Attention to Detail – thoroughly focused in fully completing assignments 
  • Social Orientation  – ability to work well with others, as well as display the ability to connect with others in a positive, professional environment 
  • Cooperation  - displays a pleasant, good-natured attitude when working with others 
  • Communicative – must provide timely status updates and be forthcoming with regard to issues, hurdles and escalations
  • *This is a full-time position 

    Atlantic Bay Mortgage Group: In order to be considered for this dynamic opportunity, please respond to this post and include your resume and salary requirements. 

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