CRM Specialist

3 weeks ago

Barrie, Canada FINANCE THAT Full time

Finance That is looking for a CRM specialist

This role combines elements of sales, marketing, and technical expertise to optimize lead management and nurture leads from the initial stage to becoming customers.
- The manager will be responsible for CRM, database management, including segmentation, analysis, and decision-making based on lead behavior.
- Reporting and data analysis are crucial aspects of the role, with the manager providing insights on ad spend, and lead quality.
- **CRM Management and Integrations**: Must have experience with any of the following CRM systems strong proficiency in CRM management, with a deep understanding of CRM tools, specifically Active Campaign.
- Utilize CRM functionalities to their full potential, including lead segmentation, tagging, list management, and automation setup.
- Identify opportunities for CRM integrations with third-party apps and tools to streamline and automate processes.
- Collaborate with the IT team or external vendors to implement and optimize CRM integrations.
- Experience with complex marketing CRM implementations Funnels Performance
- **Analysis**:Develop hypotheses and success metrics to measure the performance of customer funnels throughout the entire lifecycle, from lead acquisition to long-term customer engagement and retention.
- Conduct in-depth analysis of funnel performance metrics, such as conversion rates, customer acquisition costs, customer lifetime value, and retention rates.
- Identify key stages and touch points within the funnel where improvements can be made to enhance customer experience and drive better outcomes.
- Collaborate with the marketing and sales teams to identify areas of opportunity and formulate strategies to optimize funnel performance.
- **Customer Journey Mapping**:Create comprehensive customer journey maps that illustrate the various stages and touch points a customer goes through in their interaction with the customer funnel.
- Identify gaps and areas for improvement in the customer journey, leveraging insights from data analysis, customer feedback, and industry best practices.
- Develop strategies to enhance the customer journey, ensuring a seamless and personalized experience that aligns with the organization's goals and objectives.
- **Metrics Development and Tracking**:Define key success metrics and performance indicators for each stage of the customer funnel and the overall lifecycle.
- Develop and implement tracking mechanisms to capture relevant data and measure the identified success metrics.
- Regularly analyze and report on funnel performance metrics, providing insights and recommendations for optimizing the customer journey.
- Collaborate with the marketing and sales teams to align metrics with business objectives and ensure consistent tracking and reporting practices.
- **Experimentation and Optimization**:Design and implement controlled experiments and A/B tests to validate hypotheses and identify opportunities for funnel optimization.
- Utilize data-driven insights to make informed decisions and drive iterative improvements in funnel performance.
- Continuously monitor and analyze the results of experiments, making adjustments and refinements to improve conversion rates and customer engagement.
- Stay up to date with industry trends, emerging technologies, and best practices in funnel optimization and customer lifecycle management.
- **Process Optimization**:Identify areas for process improvement within the CRM system and related workflows.
- Streamline and automate repetitive tasks and manual processes using CRM capabilities and integrations.
- Work closely with the IT team or external vendors to implement process enhancements and workflow automations.
- **Technical Troubleshooting**:Serve as the primary point of contact for resolving technical issues related to CRM usage and integrations.
- Collaborate with the IT team or external vendors to troubleshoot and resolve any system-related issues.
- Stay updated on CRM updates, bug fixes, and new releases, proactively addressing any potential issues or conflicts.

Pay: $50,000.00-$70,000.00 per year

Flexible Language Requirement:

- English not required

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

Work Location: In person

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