CU DIRECT

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We are seeking a talented, experienced & enthusiastic person to help our customers implement our marketing automation platform and achieve long term success. This role will be part of a tight knit team. While most marketing automation and CRM platforms take 6-12 months to implement, Intuvo prides itself in the ability to deploy in 30-60 days. Your role is critical in making this happen for our customers.. This role is a combination of a marketing specialist, CRM guru and project manager. Your goal is to help a customer quickly assess their goals, develop a project plan and get your hands dirty... view job details

Customer Care Representative. Intuvo is a rapidly growing startup backed by CU Direct, the biggest name in financial technology for Credit Unions. We’ve been doubling in every metric annually for the past three years and are looking for more fuel to throw into the fire. We’ve created an amazing CRM & Marketing automation system that boosts business by 30% for Credit Unions, Regional Banks and Mortgage Banks like BECU and Digital Credit Union. We are seeking a talented and enthusiastic Customer Care Representative to join our Customer Care team. This role will report directly to our Customer Ca... view job details

Primary Function (major purpose/objective of the job):. The Customer Support Specialist will assist with managing the post-sales relationship by providing support during the implementation process, ongoing account assistance, and maintaining and improving customer relationships. Principal Responsibilities/Objectives (minimum 4 objectives, maximum 6 objectives):. Assist Account Managers with onboarding new customers during the implementation process. Provide Tier 1 customer support and customer training. Document and maintain training content. Participate in other projects/tasks as required by ... view job details

Intuvo provides the leading marketing automation and CRM platform to the financial industry. While most platforms take over six months to implement, Intuvo prides itself in the ability to fully deploy our software in under two months. An organized, creative, well-skilled Marketing Implementations Specialist is key to making this happen. The Marketing Implementations Specialist’s job is to help our customers quickly assess their goals, develop a project plan and provide hands-on help in implementing our platform. This role is approximately 50% digital marketing specialist, 25% project manager a... view job details

CU Direct has been innovating in Fintech since 1994 starting with the nation's largest auto lending platform and delivers over a dozen solutions to 1,000 different financial institutions. We’re hiring a talented Reporting Analyst to join our product development team to be the brainchild of our built-in reports for our Mortgage and Consumer LOS platforms. CU Direct is an established well backed technology company going through explosive growth, we’re a great place to bring your talents and flourish.. We are currently building an embedded BI platform into our Mortgage LOS and Consumer Lending LO... view job details