What are the responsibilities and job description for the CRM Manager position at Coastal Debt?
CRM Manager About Coastal Debt Resolve Are you looking for an opportunity to work for a company that has an unwavering commitment to excellence, transparency, and ethical business practices. Be a part of a team that focuses on providing personalized business debt relief and empowering businesses to regain financial stability. Coastal Debt Resolve is a leader in business debt settlement with a dedication to delivering exceptional service and maintaining the trust and confidence of our clients.
Our company has earned a reputation for excellence and trustworthiness in the commercial financial services industry. We are BSI ISO 9001:2015 certified and BBB accredited with an A rating. Role Overview Our CRM Manager is responsible for managing CRM systems, analyzing customer data, emailing Retention Agents their contact and lead lists, and ensuring effective communication across customer touchpoints.
If you have strong data analysis skills, experience with reporting tools and data visualization (such as Excel), and a proven track record in managing CRM platforms like Salesforce, this may be the role for you. Key Responsibilities Database Maintenance: Analyze customer data and maintain Retention Agent databases, including populating new client intake information and ensuring agents keep their databases updated. Payment Activity Monitoring: Track client payment schedules and coordinate with Retention Specialists to follow up on missed payments, ensuring all schedules remain current.
Escrow Balance Oversight: Monitor payment schedules to verify escrow balances are sufficient for upcoming due dates and payments remain current. Interdepartmental Collaboration: Partner with Retention, Customer Service, Sales, and Marketing teams to ensure clear, strategy-aligned communication across the organization. Draft Schedule Accuracy: Confirm draft schedules include all necessary details, including fees and settlement payments.
Contract Adjustment Calculations: Calculate missing payment amounts and counts needed to maintain program coverage, ensuring updated contracts are created, delivered, and signed. Documentation Verification: Confirm agents have received all necessary documentation and that files are properly stored within the CRM. Client Status Management: Audit and update client statuses (Hold, Suspended, Cancelled, PIF, Graduated) promptly to ensure accuracy and resolve any status issues immediately.
Knowledge, Skills, & Abilities Superior verbal and written communication and interpersonal skills. Strong ethical standards, integrity, and professionalism, promoting company culture across departments. Exceptional organizational skills and high attention to detail.
Proven time management capabilities with a track record of meeting strict deadlines. Ability to prioritize tasks while managing multiple projects simultaneously. Results-driven and client-focused mindset.
Innovative and creative problem-solving skills. Ability to influence and inspire team members. Qualifications & Requirements Required: Strong data analysis skills with experience using reporting tools and data visualization (e.g., Microsoft Excel)
Proven track record in managing CRM platforms (e.g., Salesforce). Experience in CRM management. Preferred: Bachelor's degree in Business, Marketing, or a related field (or equivalent work experience)
Prior experience in the debt settlement or financial services industry. Compensation & Schedule Pay Rate: $23.00 - $24.00 per hour (commensurate with experience and qualifications) Job Type: Full-Time (40 hours per week) Schedule: 8-hour shift | Day shift | Monday to Friday (No nights or weekends) Benefits Package Health, Dental, and Vision Insurance Supplemental Insurance through Aflac Paid Time Off (PTO) available after 90 days of employment
Salary : $23 - $24