CRM Strategy Job Description

CRM Strategy Job Description

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CRM strategy provides best practices" direction and implement approaches for content governance, taxonomy, processes, and UI consistency within T-CRM.

CRM Strategy Duties & Responsibilities

To write an effective CRM strategy job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM strategy job description templates that you can modify and use.

Sample responsibilities for this position include:

Estimate timeframes, quality and quantity required to successfully implement projects
Lead the strategy, development and execution of multichannel customer journey initiatives via deriving insights from post-campaign analyses, database mining, web analytics and test and learn initiatives to drive and optimize customer loyalty, acquisition, retention, personalization and promotional strategies
Develop reporting and insight with strategic performance trends and actionable customer insights based on clear understanding of business objectives- utilized to recommend programmatic marketing streams
Lead the continued evolution of direct marketing practices
Responsible for team that manages customer level selection, forecasting, post program analysis and execution of all multi-channel direct to consumer marketing campaigns to drive future strategies
Weekly/Monthly reporting – including, but not limited to, campaign results, customer counts, financial forecasts
Web Analytics – analyze customer browse data to optimize marketing strategies, such as email segmentation and remarketing tactics
Bachelor’s degree, preferably in Business, Marketing or quantitative fields like Economics, Mathematics, MBA a plus
Minimum 7 years experience in direct marketing, database marketing, analytics
Experience with data-driven marketing strategies a must (direct mail and email)

CRM Strategy Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for CRM Strategy

List any licenses or certifications required by the position: CPC, PMP

Education for CRM Strategy

Typically a job would require a certain level of education.

Employers hiring for the CRM strategy job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Marketing, Management, MBA, Technology, Education, Communications, Project Management, Computer Science, Leadership

Skills for CRM Strategy

Desired skills for CRM strategy include:

Medical and pharmaceutical data sets
Customer segmentation and modeling approaches
Program design and delivery methods 
Risk-related regulatory framework
Execution best practices
Experience with enterprise data-driven marketing
Industry trends
Marketing and CRM best practices
Processes and tools
Project Management 

Desired experience for CRM strategy includes:

Relevant experience with analytical tools
Experience in working successfully with cross functional teams
Adopt and encourage an open-minded approach to new projects, considering companywide implications departmental
Do you have experience in marketing databases and data-driven marketing campaigns?
Can you provide expertise with IBM Campaign Management tools (IBM Marketing Operations, IBM Campaign Management, Interact, Optimize)
Self-motivated, comfortable working independently with a team

CRM Strategy Examples

1

CRM Strategy Job Description

Job Description Example
Our company is searching for experienced candidates for the position of CRM strategy. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CRM strategy
  • Explore and identify new methods and functionality within existing tools to meet specific requirements or simply to unlock potential and create efficiencies
  • Knowledge sharing with the CRM Marketing team to ensure new/improved methods are carried through into BAU newsletter processes
  • Investigating individual queries referred to CRM by Customer Care relating to accounts, orders, communications preferences
  • Create the analytically driven retention strategy and associated offers to reduce churn
  • Own the offers from ideation to launch and track the effectiveness
  • Evaluate current churn trends respective of customer segments and product to create targeted retention offer strategies
  • Partner with Finance to perform margin and pricing analysis in order to support the creation of new bundles and promotional offers
  • Work closely with Data & Analytics and Consumer Insights to develop insights and opportunities for business and marketing leads to leverage, and recommend new Consumer Insights and Data initiatives to close identified CRM gaps
  • Lead the process for developing CRM strategies in Acquisition Marketing, Connected Fitness Conversion, Relationship Marketing, Retail Marketing, Brand Marketing, and Wholesale Marketing
  • Develop concrete recommendations, best practices and draft CRM strategies for business and marketing leads based on data and insights
Qualifications for CRM strategy
  • Previous use of data querying software or languages ideally SQL but other tools might be SAS, SPSS, MicroStrategy, Tableau, BlueAnalyzer
  • Experience in setting up single channel multi-stage CRM programs
  • An analytical, proactive and flexible approach
  • The ability to work under own initiative and thrive in a fast paced environment
  • Experience solving difficult and sometimes technical problems
  • Bachelor’s degree in Marketing, Finance or Technology is needed
2

CRM Strategy Job Description

Job Description Example
Our company is searching for experienced candidates for the position of CRM strategy. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM strategy
  • Support strategic directions for CRM programs
  • Suggest and manage tactics for CRM programs
  • Participate in development of pilot programs to be sold into client organizations as “test and learn” programs that can lead to further offerings
  • Analyze third-party vendors to ensure quality of service
  • Effective day-to-day leadership of the marketing team in terms of direction, opportunity, identification and guidance
  • Execute routine reporting and analysis to support client needs
  • Participate in development of CRM/Customer engagement plans for Ogilvy clients that integrate appropriate digital and outbound media including email, direct mail, social media, websites and traditional advertising
  • Leverage research, insights and campaign results to prepare and deliver quarterly business reviews to marketing and product teams
  • Develop and execute multivariate testing plans
  • Define objectives and success criteria for CRM programs and be able to measure results to assess effectiveness of increasing user engagement levels and page views
Qualifications for CRM strategy
  • Experience from a CRM oriented agency (preferred)
  • Strategically strong
  • Understand creativity and its role to CRM – strategically and tactically
  • IT technically interested
  • Planning skills – understanding how and when the brand can become relevant to the individual customer
  • Leadership skills – able to manage people complex processes and environments
3

CRM Strategy Job Description

Job Description Example
Our company is hiring for a CRM strategy. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM strategy
  • Managing multiple programs / projects
  • Monitoring the development / engineering path to ensure solutions meets business requirements, especially in terms of user experience and performance
  • Setting up prototype / pilot review sessions to promote and refine the solution
  • Capturing business/functional requirements and communicating those to relevant IT teams
  • Migration strategy
  • Setting up test plan, overseeing test cases / scripts, and coordinating test schedule for UAT
  • Helping in the setup of training and marketing strategies
  • Driving coordination across the business (and potentially beyond)
  • Ad-hoc reporting from the platform
  • Partner with Email program managers to drive testing strategy execution and implementing resulting metrics into the program, including A/B, subject line and content testing
Qualifications for CRM strategy
  • Knowledge of the e-mail marketplace
  • Knowledge of interactive marketing (preferred)
  • Knowledge of mobile marketing (preferred)
  • Knowledge of applicable laws and compliance issues regarding privacy and SPAM
  • Understanding of HTML – limited ability to fix errors
  • Versed in email platform deployment and reporting
4

CRM Strategy Job Description

Job Description Example
Our growing company is looking to fill the role of CRM strategy. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM strategy
  • Act as the main point of contact between functional leaders and the central IT and development teams
  • Lead and direct the CRM Key User network operating within Sales, Marketing, Claims, Customer Service, and other functions actively engaged with the system
  • Drive commercial excellence within each business unit with specific focus on the Sales, Marketing, and Customer Service functions
  • Understand the Sales, Marketing, and Customer Service processes and effectively integrate the CRM tools to support the business and achieve a high level of satisfaction from users at all levels
  • Manage and execute all CRM initiatives inclusive of business analysis and project management
  • Determine and implement testing strategies for all aspects of CRM to ensure the most effective approach
  • Manage the overall health of the customer database
  • Manage change and act as a Business Partner to streamline the customer experience, both internally and externally
  • Collaborate with other key platform leaders including SAP, Website, and Data Systems that drive information and integrity throughout the customer value chain
  • Establish KPIs that drive improvements in Sales, Marketing, and Customer Service performance and utilization
Qualifications for CRM strategy
  • Can build well structured presentations
  • Experience leading/managing clients
  • Ability to organize and present a story line in Powerpoint
  • Current Salesforce.com Admin 201 or advanced certification is preferred
  • Sales Cloud or Service Cloud certification is preferred
  • Strong technical background including understanding of IT logical architecture, development platforms with emphasis on IaaS and PaaS, IT organization models, and governance
5

CRM Strategy Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of CRM strategy. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM strategy
  • Ability to lead small functional teams to build and execute personalized multi-channel campaigns while implementing execution best practices
  • Work with marketing and marketing leaders to continually assess and optimize usage of SFDC in line with marketing processes and priorities
  • Work with marketing and marketing leaders to manage the quality and consistency of marketing-owned data capture within SFDC throughout customer life cycle
  • Ability to manage stakeholders at all levels of the organization and to work independently in a team environment 
  • Has proven experience using Microsoft’s CRM’s capabilities to drive customer satisfaction and improve efficiencies
  • Provide thought leadership and help the business solve customer or performance challenges through the use of cross-functional plans and overarching strategies
  • Develop and operationalize a customer contact calendar & communication strategy to ensure the business is aware of and operating to a holistic plan anchored around a superior customer experience
  • Work with technology business partners, creative services teams & external agencies, supporting the definition of vendor strategies and relationship framework
  • Bring thought leadership to the business around customer lifecycle management and to stand the team up to be the ‘customer expert’
  • Research, implement, and integrate 3rd party applications into the CRM system to enhance business process, maximize internal usage and ensure the success of the sales team
Qualifications for CRM strategy
  • Bachelor Degree in Business, Marketing, or comparable field
  • Experience with elearning software and creative design programs such as Adobe Captivate, Presenter and Adobe Creative Suite
  • The candidate must be excellent in business analytic, strategic thinking and problem solving
  • All candidates must have consumer subscription marketing experience
  • CRM/retention/e-mail/database marketing
  • Bachelor's degree, with a keen interest and knowledge in technology

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