CRM Administrator

The CRM Administrator’s primary role is optimizing the use of the company’s CRM platform (Total Expert), with a strong focus on leveraging all available tools and resources to support sales and marketing teams in their day-to-day activities. This role reports to the Senior Director of Marketing and works closely with the Business Intelligence and Strategic Growth departments to ensure technology is effectively used to achieve organizational goals.

Essential Duties

• Provide administrative support to the Marketing and Sales departments using platforms such as Total Expert (or similar CRM), WordPress, MAXA, Facebook, Instagram, LinkedIn, YouTube, Google Business, multiple review sites, and Testimonial Tree.
• Optimize the use of the company’s CRM system by developing an expert-level understanding of its functionality.
• Serve as the primary administrator for the CRM platform, ensuring it aligns with company objectives and supports sales and marketing initiatives.
• Lead projects related to new feature launches, integrations, and data enrichment within the CRM platform; act as the main liaison between internal teams and external vendors.
• Build and manage automated email campaigns within the CRM, including logic, testing, deployment, and performance analysis.
• Train new team members on CRM and marketing systems, providing ongoing education as new tools and features become available.
• Provide reporting on CRM utilization and campaign performance to identify opportunities for process improvement and enhanced business results.
• Conduct regular meetings with platform vendors to review performance, share feedback, and explore opportunities for new features and functionality.
• Stay informed about emerging marketing technology tools and trends to ensure the company’s systems remain competitive and effective.
• Manage and update content on company websites, ensuring accuracy and brand consistency.
• Post regularly to corporate social media accounts and monitor engagement metrics.
• Support sales team members with troubleshooting and system-related questions across marketing platforms.
• Manage new hire marketing onboarding processes.
• Deliver regular reporting on system usage, campaign performance, online reviews, and web analytics to guide optimization efforts.

Requirements

• Bachelor’s degree in a related field is required.
• 2-4 years of related work experience.
• Prior experience managing or administering a CRM platform is required, Total Expert experience preferred.
• Mortgage or real estate experience preferred.
• Highly detail-oriented and quality-focused, with strong proofing, organizational, and project management skills.
• Excellent written and verbal communication skills, with strong interpersonal and customer service abilities.
• Able to work independently, collaboratively, and cross-train or support teammates as needed.
• Technically proficient with Microsoft Office (Word, Excel, PowerPoint), Google Workspace, and basic HTML/CSS; experience with Google Analytics.
• Knowledge of major social media platforms, including Instagram, Facebook, and LinkedIn.
• Process-driven, proactive, and eager to continuously expand knowledge and skills.
• Thrives under pressure while maintaining a positive, solutions-focused attitude aligned with a culture of empowerment and collaboration.

Benefits

• Medical
• Dental
• 401k with match
• PTO
• VTO