CRM Database Manager
Job Posting for CRM Database Manager at Essent Guaranty, Inc.
Essent Guaranty, Inc. Founded in 2008, we are a private mortgage insurer, approved by Fannie Mae and Freddie Mac and licensed nationwide. We offer private mortgage insurance, also known as mortgage guaranty insurance, MI or private MI, for single-family mortgage loans in the United States, providing private capital to mitigate mortgage credit risk for lenders and investors. This, in turn, allows lenders to make additional mortgage financing available to prospective homeowners. We are focused on managing risk and dedicated to serving as a strong and fair counterparty. As a company, we bring strong private capital and a commitment to risk management to the mortgage insurance industry.
Title: Manager, CRM Ops Administration
Location: Radnor PA or Winston Salem, NC
This is a manager level position which works under the supervision of the Director, Program Management. The manager is responsible for managing activities related to the maintenance and enhancement of the CRM (SugarCRM) which includes: providing support for data and content updates including gathering requirements and enhancements from stakeholders, assisting with development and usage of the system for the Business Development team, coordinating system upgrades, and prioritizing and implementing enhancements with Business Development, Marketing, Risk, Operations, IT, and outside consultants.
As a dynamic and resourceful professional, we will rely on you to perform the following duties:
Administration:
- Manage SugarCRM as database of record for contacts and sales and marketing activities.
- Set up users with proper security and access.
- Assists in analyzing current business processes and suggests improvements. Participates in the continuous process improvement efforts related to design and programming of new functionality within SugarCRM.
- Manage day to day relationships with consultants. Manage and set priorities within budget guidelines.
- Partner and collaborate across multiple business functions (BD, Marketing, Risk, Client Services, Essent Connect) to develop customization/optimization requirements and best practices.
- Serves as business team leader and SME on various integrations with SugarCRM with other applications and data-driven processes.
- Performs administrative tasks such as creating accounts and profiles, defining/creating modules, and fields, maintaining drop-down list values, etc.
- Supports the roll-out of new SugarCRM releases and upgrades.
- Creates and maintains reports, dashboards, and processes in SugarCRM.
- Responsible for supporting activities related to ensure data is accurate and consistent (de-duping and clean-up processes).
- Interprets and documents requirements from stakeholders.
- Serves as the SME for SugarCRM throughout the organization.
- Supports the ongoing training for SugarCRM users. Provides updates and education on new features, benefits, reports on a regular basis.
- Provides support for data entry and updates of SugarCRM users from across the organization.
- Ensures current and accurate customer/prospect information, activities, contacts, correspondence, and calling and campaign status in CRM database. Builds out contact database on an ongoing basis.
- Maintains robust contact database by taking responsibility for building out, verifying and QC of contact and account fields.
- Develop reports and metrics to measure and quantify sales productivity and effectiveness.
- Identify opportunities for SugarCRM to be the resource center for all information and processes necessary to on board and maintain a customer.
- Creates and implements tools that measure territory opportunities.
- Support development and maintenance of sales plans for high opportunity prospects.
- Work with IT to ensure proper integration with Data warehouse and reporting tools.
- Work with stakeholders across all functions to ensure proper SugarCRM utilization
- Bachelor’s degree in Business, Marketing, or related experience
- Five or more years’ experience with SugarCRM or other CRM
- Eight or more years of work experience in operations, planning and analysis in a technology-driven organization, Mortgage or banking experience preferred
- Demonstrated expertise in project management and process improvement. Lean Six Sigma or related experience
- Problem-solving and strong analytical ability with orientation for detail and accuracy
- Able to work independently with limited direction. Action-oriented and willing to make decisions with limited information
- Comfortable in a fast-paced, dynamic environment with the ability to meet multiple deadlines.
- Manages time effectively and adapts quickly to changing priorities
- Team player who works productively with wide range of people and personalities
- Strong aptitude for effective cross-functional collaboration and teaming.
- Effective listening, communication (verbal and written), and presentation skills
- Proficient in data manipulation including EXCEL, Access, and other external databases
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Salary.com Estimation for CRM Database Manager in Radnor, PA
$128,790 to $170,019
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