Offer summary

Qualifications:

Entry-level to 1-2 years of experience in CRM, customer service, marketing, or administrative support., Basic knowledge of CRM tools and willingness to learn new software., Strong attention to detail and ability to maintain data accuracy., Excellent communication and problem-solving skills..

Key responsibilities:

Assist in managing and maintaining the CRM database, ensuring data accuracy and integrity.

Generate reports and analyze CRM data to track campaign performance and customer trends.

Work closely with sales and marketing teams to ensure CRM effectiveness.

Help troubleshoot CRM issues and coordinate vendors for solutions.

Job description

American Heritage Lending, LLC located in Irvine CA is looking for a CRM Support Specialist position.

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:

A detail-oriented and proactive CRM Support Specialist will assist with optimizing our Customer Relationship Management (CRM) system for our sales teams. The ideal candidate will assist in maintaining accurate customer data, identifying areas of opportunity, analyzing customer interactions, and improving engagement strategies. This role is essential for enhancing customer experiences and driving business growth.

Essential Duties & Responsibilities include:

Assist in managing and maintaining the CRM database, ensuring data accuracy and integrity.
Generate reports and analyze CRM data to track campaign performance and customer trends.
Work closely with sales and marketing teams to ensure CRM effectiveness.
Assist in segmenting customer data for targeted marketing efforts.
Help troubleshoot CRM issues and coordinate vendors for solutions.
Test new enhancements and provide feedback to vendors.
Support customer journey mapping and automation workflows.
Stay updated on CRM best practices and suggest improvements.
Assist with lead distributions from external software.
Export/Import and transfer of leads.
Merging of duplicate contact records.
Assist with other technology requests such as Encompass Help Desk.

Experience & Minimum Qualifications (Skills, Knowledge & Abilities):

Entry-level to 1-2 years of experience in CRM, customer service, marketing, or administrative support.
Previous experience using CRM software (e.g., OptifiNow, HubSpot) is a plus but not mandatory.
Basic knowledge of CRM tools and willingness to learn new software.
Previous experience using LOS Encompass is preferred.
Experience with data entry, customer communications, or email marketing is beneficial.
Excellent documentation and process mapping skills.
Strong attention to detail and ability to maintain data accuracy.
Good analytical skills to interpret customer data and trends.
Strong problem-solving skills.
Excellent communication skills.
Excellent written communication skills.
Ability to adapt to change.
Strong team player with a high level of professionalism and initiative.
Organizational and multitasking abilities to handle CRM-related tasks efficiently.
Basic understanding of email marketing, customer segmentation, and automation (preferred but not required).

Job Classification:

Hourly

Location:

Remote

Benefits:

Medical
Dental
Vision
Basic Life & AD&D
Matching 401(k)
Paid Time Off
Paid Holidays

Why American Heritage Lending:

We are a high-growth Company that doubled our staff in 2022
Competitive Salary
Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
We are not impacted by the volatility of the interest rate

This Company describes its culture as:

Family-Accountability-Integrity-Teamwork-Have fun along the way

Start your career today with American Heritage Lending!

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.

This is a remote position.

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