Leader, CRM
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Job Location:
Irvine, CA - USA
Monthly Salary:
$ 79000 - 139500
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Description
Position at loanDepot
Position Summary:
Responsible for leading and supporting loanDepots Salesforce CRM initiatives and integrations optimization of system performance and driver of user adoption across the organization. This individual will be responsible for managing account activation and role assignments for new users creating reports creating cadence and journey automations adjusting user permissions and triaging requests from the sales team to help support day-to-day use of Salesforce. Other responsibilities include assisting in the planning development and testing of new features and integrations.
Responsibilities:
- Demonstrates technical expertise to influence CRM strategy and leads system implementation efforts; manages large complex project initiatives with minimal oversight or direction.
- Collaborates with all levels of leadership including VPs to influence CRM strategy and drive initiatives across business channels; engages with mid- and lower-level stakeholders to support training and implementation.
- Delivers tactical execution of strategic decisions by translating leadership feedback into actionable CRM solutions.
- Develops maintains and optimizes CRM dashboards and analytics to track key metrics such as pipeline performance and lead generation driving efficiency across business units. Performs routine account maintenance including user profile management report creation and dashboard updates. Identifies and resolves data quality issues by merging or removing duplicate outdated or inaccurate records and provide end-user training as needed.
- Monitors key performance indicators (KPIs) and deliver actionable insights to enhance customer engagement.
- Facilitates technical training for both technical and non-technical audiences and provides strategic recommendations based on feedback and learning outcomes.
- Responsible for the day-to-day support of users by responding promptly to or triaging questions delivering resolutions and support for 1500 users providing exceptional customer service on the phone email and in person.
- Responsible for executing the day-to-day configuration support maintenance and improvement of the CRM platform.
- Utilizes Data Loader for imports updates and exports of user data. Performs advanced database manipulation utilizing Microsoft Excel.
- Manages integrations and data exchanges between Salesforce and external services providers and/or platforms. Completes data validations and ensures seamless user experiences.
- Coordinates the evaluation scope and completion of new requests working closely with and acting as the liaison between Marketing Sales Product and Development teams.
- Triages questions records feedback and provides technical support for users related to integrated CRM partners.
- Identifies potential improvements to products and processes to overall enhance user experience.
- Performs other duties and projects assigned.
Requirements
- Bachelors Degree or minimum of six (6) years equivalent work experience in data management preferred.
- Experience in the Mortgage industry preferred.
- In-depth knowledge of sales marketing and business processes preferred.
- Salesforce Marketing Cloud Total Expert experience required certifications a plus.
- Proficient with Microsoft Office applications: Word PowerPoint Outlook and Teams; advanced Microsoft Excel skills preferred.
Why work for #teamloanDepot:
- Aggressive compensation package based on experience and skill set.
- Inclusive diverse and collaborative culture where people from all backgrounds can thrive.
- Work with other passionate purposeful and customer-centric people.
- Extensive internal growth and professional development opportunities including tuition reimbursement.
- Comprehensive benefits package including Medical/Dental/Vision.
- Wellness program to support both mental and physical health.
- Generous paid time off for both exempt and non-exempt positions.
About loanDepot:
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010 loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier faster and less stressful to purchase or refinance a home. Today loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of lifes most complex transactions. With headquarters in Southern California and offices nationwide loanDepot is committed to serving the communities in which its team lives and works through a variety of local regional and national philanthropic efforts.
Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $79000 and $139500. Your base pay will depend on multiple individualized factors including your job-related knowledge/skills qualifications experience and market location.
We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status.
Key Skills
- Junit
- Customer Service
- Freelancing
- Industrial Safety
- ACCA
- Arbitration
About Company
Apply for your mortgage or refinance online with loanDepot. Trust the second largest non-bank lender in the country to provide you with quality mortgage lending and refinance services in all 50 states.
