CRM Strategist

Summary

VisionPoint Marketing is a full-service enrollment marketing agency that partners with colleges and universities to strengthen brands, improve marketing performance, and drive enrollment growth. The CRM Strategist will develop and execute CRM strategies, lead implementations and optimization efforts, and collaborate with clients and internal teams to improve customer journeys and deliver measurable results.

Responsibilities

• Partner with Marketing Strategists to develop integrated marketing and CRM strategies that support client goals and improve the customer journey
• Conduct audits of client CRM systems to assess current configuration, functionality, utilization, and opportunities for improvement
• Develop CRM project goals, strategies, and implementation plans that translate client objectives into actionable solutions
• Lead CRM implementations and optimization efforts, applying technical knowledge of CRM data structures, integrations, workflows, and user experience to translate strategy into effective solutions
• Provide strategic guidance and hands-on execution across key CRM functions, including
• Data management
• Governance
• Lead capture, management, and nurture
• Event management
• Multip-channel Orchestration
• System integrations and workflow automation
• Interaction tracking
• Application and forms
• Analytics and reporting
• Audience segmentation and personalization
• Marketing automation and communication journeys
• Identify gaps, risks, and opportunities within client CRM systems and recommend solutions that improve performance and operational efficiency
• Collaborate with clients and internal teams to establish project priorities, develop implementation plans, and ensure successful execution
• Develop reporting and analytics to measure CRM performance, marketing effectiveness, and return on investment
• Contribute to VisionPoint’s CRM methodologies, best practices, and technology partnership programs
• Support new business opportunities by providing CRM expertise during discovery, solution development, and client presentations

Skills

• Bachelor's degree in relevant field
• 3+ years of hands-on CRM experience, including system configuration, implementation, administration, or optimization
• Strong working knowledge of at least one major CRM platform, such as Slate, Element451, Salesforce, HubSpot, or a comparable solution
• Experience developing and implementing CRM workflows, marketing automation, communication journeys, and reporting solutions
• Strong understanding of how CRM technology supports marketing strategy, customer journeys, lead management, and broader business objectives
• Ability to translate strategic goals and client needs into practical CRM solutions, with an interest in contributing to both strategy development and hands-on execution
• Strong oral, written, presentation, and interpersonal skills with a proven ability to communicate complex CRM concepts clearly to both external clients and internal teammates
• Tech-savvy with strong analytical, problem-solving, and decision-making skills
• Ability to collaborate effectively with marketing strategists, technical specialists, and other team members toward common goals
• Strong time management, organizational skills, attention to detail, and follow-through
• Quick learner and self-starter who delivers excellent work efficiently and takes initiative in learning new technologies
• Sense of ownership and accountability to the goals, the client, and the team
• Desire to thrive in a fast-paced, often changing environment
• Thirst for knowledge and commitment to professional growth
• Proficient in Google Workspace, particularly Google Sheets, with the ability to learn and adapt to new technologies and software platforms
• Experience across multiple platforms is a plus

Qualifications

Must Haves

• Bachelor's degree in relevant field
• 3+ years of hands-on CRM experience, including system configuration, implementation, administration, or optimization
• Strong working knowledge of at least one major CRM platform, such as Slate, Element451, Salesforce, HubSpot, or a comparable solution
• Experience developing and implementing CRM workflows, marketing automation, communication journeys, and reporting solutions
• Strong understanding of how CRM technology supports marketing strategy, customer journeys, lead management, and broader business objectives
• Ability to translate strategic goals and client needs into practical CRM solutions, with an interest in contributing to both strategy development and hands-on execution
• Strong oral, written, presentation, and interpersonal skills with a proven ability to communicate complex CRM concepts clearly to both external clients and internal teammates
• Tech-savvy with strong analytical, problem-solving, and decision-making skills
• Ability to collaborate effectively with marketing strategists, technical specialists, and other team members toward common goals
• Strong time management, organizational skills, attention to detail, and follow-through
• Quick learner and self-starter who delivers excellent work efficiently and takes initiative in learning new technologies
• Sense of ownership and accountability to the goals, the client, and the team
• Desire to thrive in a fast-paced, often changing environment
• Thirst for knowledge and commitment to professional growth
• Proficient in Google Workspace, particularly Google Sheets, with the ability to learn and adapt to new technologies and software platforms

Nice to Haves

• Experience across multiple platforms is a plus

Benefits

• Health insurance
• PTO
• 401k
• Remote-first work arrangement, with hybrid and in-person options for those near the Raleigh headquarters