Customer Relationship Management Specialist

About the Role

We are seeking a highly organized and tech savvy Sales and Marketing Operations Coordinator to help us maximize the value of our existing systems, primarily MORE and Blue Sage, while strengthening our marketing execution, database health, and operational workflows.

This role is designed to create operational leverage for our licensed production team by improving CRM utilization, enhancing reporting capabilities, and increasing marketing output while maintaining an efficient cost to produce.

You will work in a support capacity under licensed team oversight and will not provide mortgage advisement.

Key Responsibilities

• CRM and Database Management involves optimizing CRM workflows, automation, and user adoption within MORE. The role also requires maintaining and cleaning database records to ensure accuracy and usability, as well as building and managing templates and aut...