Head of CRM
CXM Direct LLC
AI assistant
Job Description
CXM is looking for a Head of CRM to own our CRM system as the operational backbone of the business. This is not a campaign role. You will design, implement and run the processes inside the CRM that drive Sales, Business Development and Marketing. The goal is that every client-facing team works inside the CRM every day, and that those processes lead to measurable financial results.
You will work closely with our Marketing Analytics specialist, who owns end-to-end attribution, customer journey mapping, and lead and client scoring. Your job is to make sure that data is used where it matters: in the hands of Sales Managers and BDMs, at the moment they need it.
What You’ll Do
CRM ownership and implementation
- Own the full setup, configuration and ongoing development of the CRM: data structure, pipelines, deal stages, automations, permissions and reporting.
- Lead implementation projects and integrations with our trading platforms, back office, marketing