CRM Executive Job Description

CRM Executive Job Description

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CRM executive provides in-depth knowledge of Microsoft Dynamics CRM and evaluates the customer’s business processes against the standard Microsoft Dynamics CRM functionality.

CRM Executive Duties & Responsibilities

To write an effective CRM executive job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM executive job description templates that you can modify and use.

Sample responsibilities for this position include:

Highly numerate with excellent proficiency in Microsoft Excel
Support the Senior CRM manager to define and develop the retention strategy, roadmap and budget that will achieve targets and KPIs
Brief the Digital Graphic Designer and Copywriter on upcoming email marketing campaigns
Brief in HTML5 coder to code all emails and input them into email portal
Work with the Digital Marketing Manager to produce relevant success metrics for the email channel, which can be applicable to all email campaigns, revenue per send
Maximise revenue per customer/data record by re-engaging a dormant/inactive audience
Assist Digital Marketing manager in email systems integration when required
Assist Digital Marketing manager with agency invoicing and ensuring payments are correct and within budget
Manage the sending of the twice-yearly Sample Sale invitations and other marketing event invitations
Bright and willing to learn

CRM Executive Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for CRM Executive

List any licenses or certifications required by the position: CRM, SAP

Education for CRM Executive

Typically a job would require a certain level of education.

Employers hiring for the CRM executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Technical, Education, Technology, Economics, Management, Science, Graduate, Digital Marketing

Skills for CRM Executive

Desired skills for CRM executive include:

ECRM technology and best practice
Microsoft Excel
Microsoft Office
SQL
CRM technology and best practice
Database segmentation techniques
Dynamic content and personalisation via the use of SQL and Ampscript
Google analytics would be a distinct advantage
Key email fundamentals
Marketing and campaign analysis

Desired experience for CRM executive includes:

A clear and concise communicator and able to demonstrate good business acumen
Educated to graduate level within a relevant area is advantageous
Curious and willing to challenge the status quo - we're looking for future internet leaders and those with ambition
Experienced in working with one of the following, Salesforce, Exact Target, Smart Focus or Mailchimp
Support the Senior CRM Executive with planning and forecasting across strategies, budgets and projects
Support the Senior CRM Executive in planning the THE OUTNET’s marketing roadmap that will achieve targets and KPIs

CRM Executive Examples

1

CRM Executive Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of CRM executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM executive
  • Support the execution of the CRM strategy , co-ordinating and executing activity utilising the full mix of communication channels on offer – email, direct mail, in-order documentation, customer care and private events
  • Set KPIs to measure campaign results, drive insights and recommendations and communicate these clearly and accurately back to the business, helping to inform business decisions and future campaigns iterations
  • Provide innovative ways to target and reward our customers
  • Demonstrate a flexible attitude and be responsive to change and last minute requests
  • Present complex data clearly to stakeholders managers across the business, ensuring that you provide insights & customer trends through data
  • Provide general administrative assistance to the wider Direct Audience Engagement team
  • Define, support and coordinate the retention strategy in junction with the Senior CRM Manager
  • Manage CRM Promo campaigns
  • Work closely with the CRM Analyst to report on the campaigns
  • Work closely with the Senior CRM Manager & the CRM analyst on developing initiatives to retain and increase the value of our Top clients
Qualifications for CRM executive
  • Strong communication skills and ability to present complex data clearly to stakeholders across the business advantageous
  • Demonstrate a strong interest in luxury fashion retail, discount retail industry and the online world
  • Experience and an interest in the retail sector is preferred
  • Demonstrate passion for CRM, database, social and digital marketing
  • Work independently in a structured manner
  • Strong relationship management/interpersonal skills (high EQ
2

CRM Executive Job Description

Job Description Example
Our innovative and growing company is hiring for a CRM executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CRM executive
  • Managing delivery of e-newsletters campaigns across European markets including France, Austria, Belgium, Germany, Luxembourg, Netherlands, and Spain
  • Complete campaign management from planning content, briefing data selections, testing and deployment
  • Schedule and deliver quarterly content and creative updates to the trigger emails
  • Update the campaign planner for owned markets
  • Support the CRM manager in the delivery of new email communications and initiatives, including trigger emails and A/B testing
  • Monitor KPIs in owned markets and taking actions to offset underperformance in KPIs
  • Test, learn and optimise the email channel for owned markets
  • Produce monthly and quarterly performance overview of markets – looking at trends in KPIs and best/worst performing campaigns
  • Ability to spot opportunities to use data to improve current email communication and create new email communication to increase revenue
  • Collaborate with the wider marketing and trading teams in campaign planning and strategy
Qualifications for CRM executive
  • Experience of email broadcast tools, Responsys, Email Vision, Exact Target
  • An understanding of basic HTML
  • Create clear and concise summary reports on email performance including delivery rates, open rates, click through rates
  • 4 years’ experience in CRM/ retail industry
  • Undergraduate BS or BA Degree (or equivalent)
  • University graduate in Digital, Information System, Marketing or business related disciplines
3

CRM Executive Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of CRM executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CRM executive
  • Build and write copy for email marketing campaigns to our loyalty database
  • Develop and maintain yearly Integrated Communication Plan in line with all marketing objectives
  • Manage and maintain the UK loyalty programme website
  • Oversee loyalty programme social media strategy
  • Work with various agencies to produce in hotel collateral
  • Track and analyse marketing campaign performance, providing regular internal reports
  • Devise Acquisition, In-life and retention campaigns through collaboration with Brand, Creative, Proposition, Operations and Commercial teams
  • Create Campaign Copy – Briefing in campaign copy requirements to studio team providing guidance on audience, campaign purpose, key messages and channel
  • Create Campaign data – liaising with the Commercial and Marketing Teams to validate targeted data selections and deliver on time, to correct segments and against agreed objectives
  • Execute Campaign – brief Email Design and Data teams to build the campaigns and ensure they are as automated as possible to correctly deploy according to lifecycle
Qualifications for CRM executive
  • Comfortable working in a matrix structure
  • 1-2 years Account Service experience within an advertising setting
  • Ability to multi-task and prioritize within a constantly changing environment with varying demands, often on accelerated timelines
  • Good analytical skills, is flexible, has good written and oral communication skills
  • Experience with automotive or financial based clients a plus
  • Digital and CRM experience a must
4

CRM Executive Job Description

Job Description Example
Our company is searching for experienced candidates for the position of CRM executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM executive
  • Upkeep the CRM campaign planner, tracking and communicating progress at each stage
  • Work with the UX team to document recurring outbound campaigns on the customer journey map Support with process improvement in the campaign management discipline, reducing errors, rework cycle time
  • Liaise and build relationship with eternal manufacturers and partners to create new campaign ideas, offers and promotions
  • Work with the Online and UI/UX teams to produce landing pages to support campaigns
  • Degree level or equivalent, preferably Marketing
  • 1-2 years of previous experience in CRM
  • Understanding of marketing and CRM principles and importance for both the business and customer
  • Creative solutions – ability to create new hypothesis, test rigorously and rapidly act
  • Experience in and knowledge the Mobile Telecommunications industry (preferable, but not essential)
  • Proactively identify new innovations that will help to improve our ability to meet our overall business objectives
Qualifications for CRM executive
  • Able to deliver flawless execution in an efficient manner
  • A flat corporate structure
  • A flexible work schedule and a business casual environment
  • Our entrepreneurial culture encourages creative input from every discipline and all levels of the company!
  • Oh, and did we mention that we throw amazing parties!
  • Plan Consumer (CRM & Promotion) calendar
5

CRM Executive Job Description

Job Description Example
Our growing company is looking for a CRM executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CRM executive
  • Working closely with other key teams in NOW TV
  • Review our weekly viewing dashboards to understand what our customers are watching
  • Feed in knowledge of the content schedule to support campaign planning
  • Contribute to the Cross Sell, Broadband and Retention campaign planning sessions – and plan your own small sized campaigns
  • Know your customers – look for opportunities based on the results of your campaigns
  • Manage contact data rules for the customer to ensure they’re not over-contacted
  • Work with internal campaign design teams and third party providers to deliver end-to-end, direct, e-mail, and social marketing communications across all channels
  • Alongside the Marketing Manager you will be developing online personalisation programmes using Optimizely (a third party tool) and our CRM customer data
  • You’ll work closely with the Customer Marketing Manager to deliver targeted communications campaigns across a number of channels including email, direct mail, SMS, targeted social media and digital
  • Assist planning of emails by working with key stakeholders from Category Trading and Trade Card teams, considering seasonally relevant themes, external events and competitor activity
Qualifications for CRM executive
  • Track and Report on Key Performance Indicators (KPIs)
  • Support Retail project by analyzing each stores’ CRM data and to act on improvement ideas
  • Budget management under guidance of Marketing manger
  • Experience in email marketing and ESPs (ExactTarget, Neolane, Responsys, Silverpop )
  • Knowledge of direct mail and email production processes
  • Self-motivated, enthusiastic and ability to think strategically

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