CRM Manager

Posted 5 Days Ago
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Cleveland, OH
Mid level
Financial Services
The Role
The CRM Manager at CrossCountry Mortgage enhances CRM capabilities and drives marketing efforts from lead generation to customer nurturing. Responsibilities include managing the corporate marketing platform, overseeing execution and customer journeys, maintaining scalable processes, ensuring compliance with regulations, and managing team members and partnerships.
Summary Generated by Built In

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Marketing CRM Manager enhances CRM capabilities across the company. This position is responsible for driving CrossCountry Mortgage marketing efforts from lead to nurture and ensuring that technology aligns with business goals.

Job Responsibilities:

  • Act as the system owner and administrator for the corporate marketing platform.
  • Manage technical workflow.
  • Oversee execution, lead customer journey, and drive funnel efficiencies.
  • Define and maintain scalable processes, SLAs, KPIs and marketing workflows to ensure best practices in campaign and lead management.
  • Maintain up to date knowledge of relevant email, print and SMS related regulations (CAN-SPAM, CASL, GDPR, CCPA), through partnership with internal compliance officers, external solution providers and independent research.
  • Work with digital and technology teams to develop landing pages.
  • Manage user permissions in the CRM system for personalized communications and one-time marketing initiatives.
  • Coordinate copy and creative content, tagging, segmentation, and responsive templates with internal team and agency partners.
  • Maintain database, ensuring data cleanliness and completeness by leveraging internal and 3rd party tools. 
  • Support email team in resolving deliverability issues.
  • Manage automation workflows and act as a liaison with internal and development teams as well as vendors to troubleshoot issues with dataflow and triggers.
  • Manage a team of direct and external partners.

Qualifications and Skills:

  • Bachelor’s degree in Marketing, Business Administration, Communication, or related field; or equivalent work experience in related field, preferred.
  • At least 3-7 years of CRM Management experience within the Mortgage industry, preferably with the Total Expert platform.
  • Experience with Cloud Technologies, APIs, SaaS technologies.
  • Experience in strategizing and analyzing disparate pieces of information. 
  • Excellent project management skills including managing deadlines and objectives, delivering analysis and recommendations.
  • Excellent analytical skills.
  • Excellent communication and leadership skills.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
 

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
 

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
 

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Top Skills

APIs
Cloud Technologies
Crm Systems
Saas Technologies
Total Expert Platform
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The Company
HQ: Cleveland, OH
5,049 Employees
On-site Workplace
Year Founded: 2003

What We Do

Community is everything
At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live.

More than a team
With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers.

We’re dedicated to getting it done
We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home.

Be the difference maker
We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities.

Connected by culture, proven by performance
We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes.

NMLS3029
Equal Housing Opportunity

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