CRM Specialist

Who is Quorum

At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.

Job Description Summary

We strive for innovation and new ways to solve complex problems to deliver on our promise in creating Banking That's Good. For You. As a CRM Specialist, you will leverage, optimize and support a suite of CRM, CMS, and GVA platforms to ensure the viability and efficiency of the systems and the processes they support will continue to propel the company forward.

Key Job Responsibilities and Accountabilities

• Design, implement, and maintain automation workflows (e.g., lead routing, task assignments, email sequences) to improve efficiency, orchestrate marketing and operational efforts across digital channels and enable seamless customer experiences.
• Leverage expertise in data architecture, ETL processes, and customer journey mapping to support personalized marketing, sales automation, and customer engagement strategies.
• Design, develop, and maintain scalable data models that enable and optimize CRM automation workflows.
• Support campaign execution by managing segmented lists, tracking engagement, and ensuring accurate data flow between CRM and CMS.
• Manage CMS content updates to create seamless user experiences and streamlined operation.
• Collaborate with cross-functional teams to translate business requirements into data-driven solutions, ensuring seamless integration with CRM platforms and GVA journeys.
• Design intuitive, engaging, and human-like conversational flows for GVA across multiple platforms (e.g., web, mobile, voice assistants).
• Maintain high standards of data quality through regular audits, de-duplication, and data hygiene practices.
• Build and manage reports, dashboards, and data exports to support business intelligence and operational needs.
• Analyze GVA performance metrics and user feedback to identify areas for improvement and optimize conversation flow.
• Serve as the primary administrator for the CRM platforms, including user management, permissions, and system configuration.
• Provide end-user support, training, and documentation for CRM and CMS tools.

Job Requirements, Competencies, and Skills

• Bachelor's degree in Computer Science, Marketing, Business Administration or related field.
• Minimum of 4 years' experience in CRM administration, with a focus on Salesforce and/or HubSpot systems.
• nCino and GVA experience a plus.
• Proven experience creating and managing automation flows within a CRM (e.g., Salesforce Flows, HubSpot Workflows).
• Strong understanding of CRM data structures, user roles, and reporting tools.
• Experience in managing and analyzing data within CRM or automation tools to deliver insights and optimizations.
• Experience with data import/export tools (e.g., Data Loader, HubSpot Importer).
• Strong verbal and written communication abilities, with a focus on collaboration across departments
• Ability to identify issues and develop innovative solutions in a fast-paced environment with the ability to manage multiple priorities effectively.

Environmental / Physical / Mental Requirements

• Stable internet connection with speeds high enough for video conferencing and screen sharing
• Smartphone with current iOS/Android OS

• Prolonged periods sitting at a workstation and working on a computer
• Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone

Compliance/legal requirements

• Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.
• Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.
• Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.
• This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.
• Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.
• This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.

**PLEASE NOTE**

We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico

Quorum's opportunities are based in the US and US work authorization is required. We are not able to support current or future sponsorship.

Salary Range: $88,000 - $98,000 per year. Individual salary will vary based on skills and experience. Discretionary incentive compensation may be available based on company and individual performance.

Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO)

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