CRM Specialist

Here at Lower we believe homeownership is the key to building wealth and were making it easier and more accessible than ever. As a mission-driven fintech we simplify the home-buying process through cutting-edge technology and a seamless customer experience.

With tens of billions in funded home loans and top ratings on Trustpilot (4.8) Google (4.9) and Zillow (4.9) were a leader in the industry. But what truly sets us apart Our people. Join us and be part of something bigger.

Job Description:

The CRM Specialist supports the management configuration and optimization of Candid CRM platform. This role will assist in maintaining CRM data integrity supporting automation and workflow development and ensuring the platform effectively supports Sales Operations and other internal teams.

This individual will work closely with CRM leadership sales stakeholders and technical teams to implement improvements troubleshoot issues and enhance system functionality. The ideal candidate has foundational CRM administration experience and familiarity with Salesforce concepts such as flows object management and basic automation.

This role provides an excellent opportunity to grow within CRM administration while helping scale and improve the systems that power our mortgage business.

Location: Hybrid (3 days WFO/week) from our Columbus OH office

Duties and Responsibilities:

CRM Administration & Platform Support

• Assist in the day-to-day administration of the Candid CRM platform including user management permissions and system configuration.
• Support CRM enhancements and updates to ensure the platform meets evolving business needs.
• Help maintain system documentation processes and internal CRM resources.
• Monitor system performance and assist in troubleshooting user issues.

Workflow Automation & Process Improvement

• Assist with the development and maintenance of automation such as flows task automation and process improvements.
• Support CRM leadership in building scalable workflows that improve operational efficiency.
• Help identify opportunities to reduce manual processes and improve data capture within the CRM.
• Test and validate new automations before deployment.

Sales & Operations Support

• Partner with Sales and Operations teams to ensure CRM processes align with day-to-day workflows.
• Assist in building and maintaining dashboards reports and data views that support business insights.
• Provide user support and basic CRM training when needed.
• Gather feedback from internal teams to help guide future system improvements.

Data Integrity & System Quality

• Help maintain CRM data accuracy structure and consistency.
• Assist in auditing records identifying duplicates and maintaining data hygiene.
• Support initiatives to standardize data entry and improve reporting reliability.
• Work with CRM leadership to ensure CRM best practices are followed.

Requirements:

• 13 years of experience working with a CRM platform (Salesforce experience strongly preferred).
• Familiarity with Salesforce concepts such as flows objects fields and automation tools.
• Basic understanding of CRM data structures reporting and dashboards.
• Strong problem-solving skills and attention to detail.
• Ability to work cross-functionally with both technical and non-technical teams.
• Strong communication skills and willingness to learn and grow within CRM administration.
• Experience in mortgage fintech or financial services is a plus but not required.

Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.