CRM Operations Specialist

🔹 Job Title: CRM Operations Specialist

🔹 Company: Power Digital

🔹 Location: San Diego, California, United States

🔹 Job Type: Full-time

🔹 Category: 🎯 CRM & Loyalty Marketing

🚀 Job Overview

As a CRM Operations Specialist at Power Digital, you'll play a crucial role in supporting Senior Loan Officers by managing lead distribution, optimizing sales tools, and ensuring efficient sales operations. This technically-focused position allows you to directly impact business growth by maintaining the systems and processes that enable the sales team to focus on client engagement.

ASSUMPTION: While the listing indicates this role is with a partner company of Power Digital (not Power Digital itself), the role appears to be in the mortgage or financial services sector based on mentions of "Senior Loan Officers" and "mortgage applications."

📋 Key Responsibilities

• ✅ Manage and distribute leads within the CRM system
• ✅ Oversee unassigned mortgage applications and ensure timely allocation
• ✅ Optimize online review platforms and maintain accurate profiles for the sales team
• ✅ Administer appointment booking software for seamless scheduling
• ✅ Supervise outbound communication tools and manage call distributions
• ✅ Coordinate omnichannel communication systems for cohesive client interactions
• ✅ Manage caller ID branding to maintain professional representation
• ✅ Collaborate with third-party lead vendors to ensure quality and compliance
• ✅ Configure contact views in the CRM to enhance sales team efficiency
• ✅ Generate and present weekly reports on lead conversion metrics

🎯 Required Qualifications

Education: Not specified

Experience: Proven experience in a sales support or operations role, preferably in mortgage or financial services

Skills:

• Proficiency in CRM systems (HubSpot experience preferred)
• Strong technical aptitude and ability to learn new software tools
• Excellent organizational skills and attention to detail
• Strong analytical skills for data interpretation
• Effective communication and interpersonal abilities
• Ability to work both independently and collaboratively

ASSUMPTION: While no specific education requirement is mentioned, this type of role typically requires at least a bachelor's degree in business, marketing, information systems, or a related field.

💰 Compensation & Benefits

Salary Range: $72,000 to $92,000, commensurate with experience

Benefits:

• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Professional growth and development opportunities
• Dynamic and supportive work environment

Industry Comparison: This salary range is competitive for CRM Operations Specialists in the San Diego area, where similar roles typically range from $65,000 to $90,000 depending on experience level.

ASSUMPTION: The industry comparison is based on typical market rates for similar roles in the San Diego region, which may vary based on specific company size and industry segment.

🔍 Company Context

Industry Position: Power Digital is a tech-enabled growth marketing firm working at the intersection of marketing, consulting, and data intelligence. They service leading and emerging companies globally with a comprehensive suite of digital marketing services.

Company Size: Not specified

Company Stage: Established growth company with significant market presence

ASSUMPTION: Though exact company size isn't mentioned, Power Digital appears to be a well-established firm managing "billions in media" with a substantial client portfolio, suggesting a mid-to-large sized company in a growth phase.

📊 Role Analysis

Career Level: Mid-level

Reporting Structure: Not specified

Team Size/Composition: Works with Senior Loan Officers and likely interfaces with sales and marketing teams

Growth Opportunities: Potential for advancement into senior CRM management, sales operations leadership, or marketing technology roles

ASSUMPTION: This appears to be a mid-level position based on the salary range and responsibility level. The role likely reports to a Sales Operations Manager or Director, though this isn't explicitly stated in the listing.

🌍 Location & Work Environment

Office Type: In-office (San Diego office specifically mentioned)

Geographic Context: San Diego is a growing tech hub with a high cost of living compared to national averages, but offers excellent quality of life with diverse industries including biotech, finance, and technology

Work Schedule: Not specified, assumed to be standard business hours

Regional Considerations: San Diego's tech talent market is competitive, with many companies seeking skilled CRM professionals

ASSUMPTION: While the listing mentions a San Diego office location, it doesn't specifically address remote work possibilities. Given the collaborative nature of the role, it's assumed to be primarily office-based with potential flexibility.

💼 Interview & Application Insights

Typical Process: For CRM specialists, expect a screening call, technical assessment of CRM knowledge, panel interview with team members, and possibly a practical demonstration of skills

Key Assessment Areas: Technical CRM proficiency, analytical thinking, problem-solving abilities, attention to detail, and communication skills

Application Tips: Highlight specific examples of how you've optimized CRM systems, managed lead distribution, and improved conversion metrics. Quantify your impacts where possible.

ATS Keywords: CRM, HubSpot, lead management, sales operations, lead distribution, data analysis, reporting, mortgage industry, financial services, sales support

ASSUMPTION: These insights are based on standard industry practices for similar roles and may vary based on the specific hiring process used by the employer.

🛠️ Tools & Technologies

• CRM systems (HubSpot specifically mentioned)
• Appointment booking software
• Outbound communication tools
• Omnichannel communication systems
• Caller ID management systems
• Reporting and analytics tools
• Online review platforms

ASSUMPTION: While HubSpot is the only specific platform mentioned, this role likely requires familiarity with a broader tech stack including communication tools like VoIP systems, email platforms, and data visualization software commonly used in sales operations.

👔 Cultural Fit Considerations

Company Values: Power Digital emphasizes being "people-first" with values around diversity, integrity, autonomy, and grit. They describe themselves as "growth-obsessed experts who demand innovation and results."

Work Style: Fast-paced, results-oriented environment with emphasis on data-driven decision making and collaboration

Self-Assessment: Ask yourself: Do you thrive in detail-oriented roles? Are you comfortable juggling multiple technical systems? Do you enjoy optimizing processes and measuring results? Can you communicate technical concepts clearly to non-technical team members?

ASSUMPTION: The cultural elements are inferred from Power Digital's company description, though the role is with a partner company which may have its own distinct culture.

⚠️ Potential Challenges

• Managing multiple technical systems simultaneously requires strong multitasking abilities
• Balancing the needs of Senior Loan Officers who may have varying priorities
• Ensuring data quality across various lead sources
• Pressure to maintain efficient lead distribution that directly impacts business results
• Staying current with evolving CRM technologies and best practices

ASSUMPTION: These challenges are inferred from the job responsibilities and are common in similar CRM operations roles. The actual challenges may vary based on team dynamics and specific business circumstances.

📈 Similar Roles Comparison

This CRM Operations Specialist role focuses more on lead management and sales enablement than typical Marketing CRM roles which often emphasize campaign execution. It has elements of:

• Sales Operations Specialist: Similar focus on sales enablement, but this role is more specifically centered on CRM management
• Marketing Operations Analyst: Overlapping technical skills, but this role is more sales-focused than marketing-focused
• Lead Management Coordinator: Highly similar, but this role includes broader system administration responsibilities
• CRM Administrator: Technical similarities, but with added focus on lead distribution and sales support

ASSUMPTION: This comparison is based on standard industry role definitions and the specific responsibilities outlined in the job description.

📝 Sample Projects

• Designing and implementing a lead scoring system to prioritize high-value leads for faster follow-up
• Creating automated workflows in HubSpot to streamline the distribution of mortgage applications
• Developing a dashboard of key performance indicators to track lead conversion rates by source and sales representative
• Configuring integrated systems to ensure seamless data flow between appointment booking, CRM, and communication platforms
• Conducting an audit of online review platforms and implementing a standardized process for profile management

ASSUMPTION: These projects are illustrative examples based on the listed responsibilities and common CRM operations initiatives. Actual projects may vary based on business priorities.

❓ Key Questions to Ask During Interview

1. "What are the biggest challenges currently facing the sales team that this role would help address?"
2. "How do you measure success for this position, and what would you expect to see accomplished in the first 90 days?"
3. "Can you describe the current CRM ecosystem and integration points with other systems?"
4. "What is the typical volume of leads managed through the system, and how are they currently distributed?"
5. "How does this role collaborate with other departments beyond the sales team?"
6. "What opportunities exist for professional development and advancement for someone in this position?"

ASSUMPTION: These questions are suggested based on the role type and may need adaptation for specific interviews.