CRM Lead Job Description
CRM Lead Duties & Responsibilities
To write an effective CRM lead job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM lead job description templates that you can modify and use.
Sample responsibilities for this position include:
CRM Lead Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for CRM Lead
List any licenses or certifications required by the position: CRM, SAP, SFDC, PMP, ITIL, PMI, MS, II, PRINCE, V3
Education for CRM Lead
Typically a job would require a certain level of education.
Employers hiring for the CRM lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Computer Science, Business, Technical, Education, Marketing, Engineering, Information Systems, Information Technology, Management, MBA
Skills for CRM Lead
Desired skills for CRM lead include:
Desired experience for CRM lead includes:
CRM Lead Examples
CRM Lead Job Description
- Serve as a CRM business intelligence leader, utilizing analytics to drive customer-centric action plans
- Create and execute strategic programmatic user-led CRM programs
- Define objectives and success criteria for each Search CRM program and be able to measure results to assess effectiveness of driving search queries
- Create and execute strategic programmatic user-led CRM programs around customer journey flows
- Define objectives and success criteria for Finance CRM programs and be able to measure results to assess effectiveness of increasing user engagement levels and page views
- Develop a strategy and long term roadmap for CRM, CMS and Force.Com by working with key stakeholders in the organization
- Partner with EA organization in identifying the right tools, technologies and solutions in the CRM/CMS to support future growth
- Be accountable for the global CRM/CMS domain and ensure it meets business needs of today and is prepared for the needs of the future
- Lead, motivate and inspire a team of talented colleagues who are responsible for CRM and CMS who design solutions and ensure execution on-time and with quality
- Ad-hoc investigation of Credit Exposure figures and calculations
- A strong leader, able to manage and develop a diverse team of reporting and data specialists
- Excellent communicator, able to build strong relationships and networks across the business, and turn user requirements into useful reporting products
- Track record of working to a senior management level
- Experience in interfacing between technology departments and business users
- Extremely organised - able to juggle workload and multiple conflicting priorities
- Highly numerate and analytical, with an eye for detail
CRM Lead Job Description
- Experience on documentation of functional/solution design and also in system/integration testing for MS Dynamics applications
- Providing technical leadership and mentoring of the team, managing high quality software development
- Preparing and conducting system training/presentations, virtual or on-site
- Provide support for other Sales operating System Implementation in SFDC as needed
- Functions as a consultant regarding software quality assurance products and services provided by suppliers and vendors
- Oversee life cycle marketing strategies which identify valuable consumers and opportunities that drive increased engagement and revenue
- Lead the execution for the Direct Mail program including circulation, segmentation, testing, reporting and creative
- Refine email strategy to further increase acquisition, retention and repeat rates
- Lead the development of database marketing analytics, segmentation analysis, and other analytical techniques to improve consumer insight, retention and loyalty
- Partner with the Enterprise Architecture (EA) organization, other business functions such as Global and regional operations in developing a global technology strategy and roadmap for the Veeva and Salesforce.com platforms to enable operations across the business
- Experience of delivering management reporting/MI
- Working with data extraction and reporting tools – particularly report development experience in Cognos Report Studio, Business Objects or base SAS (including macros)
- Project management experience, particularly using Agile
- Used to operating in a Global environment (possibility of occasional European travel)
- This candidate should have a strong interest in financial markets
- Project management qualification is desirable
CRM Lead Job Description
- Coordinate with other departments that use and/or interface with CRM to included (IT, Finance, Sales, & Marketing)
- Proactively communicate changes to CRM procedures or reporting, including producing documentation of approved (Standard Operational Procedures - SOP) and training materials
- Lead a team of Veeva/Salesforce.com architects in designing, developing and deploying Veeva/Salesforce.com solutions and applying delivery best practices
- Demonstrate a customer centric approach by developing deep relationships with key business and IT colleagues across all supported functions leveraging opportunities to understand our customers and how technologies can be leveraged to better engage them directly
- Maintain a high level of transparency and communication across business stakeholder groups and within IT
- Influencing plans in a way that allows the organization to succeed while incorporating the operational realities of supporting functions, including IT
- Contributing to an IT function that translates the portfolio into actionable projects, budgets, staff and delivery plans, and ultimately, supported capabilities
- Managing budget and deliverables
- Sharing accountability for successful deployment of IT projects, including playing an active role in ensuring the functional leads and business understand how to harness their technology for better business outcomes
- Establishing yourself as a trusted leader, confident in representing IT on global teams and contributing to their overall success, both on current requirements and anticipation of future needs
- An advanced medical, technical, or business degree
- Excellent quantitative background, including ability to undertake relevant statistical analysis that supports the analysis of data to better understand market dynamics and provide insights into product performance and marketing strategy
- The role will have significant interaction across the business, providing visibility to senior managers, country heads and sales teams
- Excellent opportunity to build a comprehensive understanding of the European Asset Management business
- A tenacious problem solver - taking ownership of issues, using initiative and driving their resolution through to conclusion
- MS Excel, able to combine and manipulate complex data sets
CRM Lead Job Description
- Use the internal CRM tool to set up and automatize CRM campaigns through multiple channels
- Find CRM best practices in the luxury, art and auction world to propose new innovative and creative ideas and services, CRM programs and technologies
- Establish the project plan and manage the execution of product launch campaigns, newsletters, and ongoing CRM programs that target key market segments across email and on-device
- Understand the overall CRM architecture to check the coherence of data coming from the different systems
- Take ownership of existing CRM programs in place, ensure their execution and propose further improvements
- Create specific CRM programs to limit the attrition rate and reactivate lapsed clients
- Create relevant dashboards to provide regular status, results with defined KPIs and updates on the CRM campaigns efficiency
- Be the member of Digital Customer Experience Solutions Team
- Work as a team leader is preferred though this is a senior individual contributor role
- Communicate technical concepts to team lead and other team members
- A team player with an open attitude to sharing ideas and knowledge
- Ability to successfully influence and drive change
- Good business knowledge of retail and consumer facing applications is a must
- Experience in managing international projects is a must with APAC exposure
- 5 years programming experience in VB.NET and SQL
- 5 years programming experience in Microsoft C#
CRM Lead Job Description
- Process Ownership on the clients CRM Landscape along with IT responsibilities
- Manage the CRM Enhancements Road Map for the clients Business Team
- Estimate and manage personal and team work load
- Work with cross-cultural and cross-organizational, distributed and remote teams across time zones
- Maintain a deep understanding of the business strategies for our global Sales, and Marketing organizations
- Collaborate with business partners to draft functional and technical requirements that clearly articulate the design, architecture, and business objective of needed solutions
- Develop and maintain effective working relationships with team members, internal partners, customers and others using good interpersonal skills
- Manages activities required to operate an analytic customer data system (ex
- Collaborates with IT to develop an integrated overall program plan and/or business requirements with respect to customer data, works closely with IT to execute the program plan, to manage overall change control, and to document lessons learned
- Works with Business delivery lead to manage program time and cost to ensure timely completion of projects within acceptable budget tolerances
- Experience with consumer/audience based email communications and development of Lifecycle Marketing programs
- Bachelor’s degree in Communications, Marketing, or related technical field
- Complete written and verbal fluency in English
- Domain Expertise in QlickView/Tableau tools for Analytics, Financial Reporting, Operational, Sales & marketing
- Excellent people skills, outgoing personality
- Extensive functional and technical expertise with utilizing the Veeva/Salesforce.com platform to achieve strong business results in other companies and industries