Manager, Customer Relationship Management

Everwise Credit Union·LinkedIn
Carmel, INFULL_TIMEPosted Jul 3, 2026
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Role responsibilities

The Manager, Customer Relationship Management is responsible for defining the CRM vision and strategy, overseeing the CRM solution's day-to-day operations, and leading the CRM team. They will collaborate with various stakeholders to develop and implement a CRM product roadmap and ensure the solution's success.

Requirements

Candidates must have a bachelor's degree in a relevant field and at least 4 years of experience with CRM solutions, along with 2 years of leadership experience. Experience in the financial services sector, particularly with credit unions, is strongly preferred.

Key skills

Customer Relationship Management, Leadership, Agile Methodologies, Data Analysis, Financial Services, Business Process Management, Market Research, Collaboration, CRM Solutions, Creatio, Stakeholder Management, Product Management, Performance Management, Governance Policies, Continuous Improvement, Team Development

Keywords

Customer Relationship Management, CRM, Creatio, Business Process Management, Agile, Financial Services, Market Research, Data Analysis, Stakeholder Management, Team Leadership, Performance Management, Governance Policies, Continuous Improvement, Collaboration, Product Management, Member Acquisition, Retention Strategies

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