Published: September 24, 2024 - The Customer Relationship Management Coordinator ensures seamless CRM operations, focusing on data integrity and effective campaign management. Specializes in utilizing SugarCRM and SugarMarket to optimize sales strategies and maintain database efficiency. Collaborates with developers to enhance CRM functionalities, meeting the dynamic needs of sales and marketing efforts.
Tips for Customer Relationship Management Coordinator Skills and Responsibilities on a Resume
1. CRM Coordinator, BrightPath Solutions, Seattle, WA
Job Summary:
- Enters approved days and payer authorizations into Allscripts starting on 1st day of authorization through end of the last covered day.
- Enters action taken either approved as IP or approved as OP in Allscripts.
- Runs morning reports. Assigns Allscripts tasks.
- Updates Allscripts of P2P outcomes.
- Acts as primary contact for walk-ins.
- Evaluates walk-in clients for needs and assigns request to manager or case manager as appropriate.
- Coordinates stat requests for clinical by tasking utilization review nurses and communicating with UM manager
- Scans and uploads CCRFs into each Allscripts encounter.
- Faxes CCRFs for IC status accounts to revenue control/PFS.
- E-mails ID status accounts to admitting.
- Contacts payer to determine receipt of clinical information.
Skills on Resume:
- Allscripts Data Entry (Hard Skills)
- Report Management (Hard Skills)
- Customer Interaction (Soft Skills)
- Needs Assessment (Soft Skills)
- Task Coordination (Hard Skills)
- Document Management (Hard Skills)
- Communication Skills (Soft Skills)
- Payer Liaison (Hard Skills)
2. CRM Coordinator, NextGen Technologies, San Diego, CA
Job Summary:
- Takes advantage of difficult or unusual situations to develop unique approaches and useful
- Maintains composure amid challenges, develops, applies, and adheres to standard operating procedures.
- Effectively manages work and resources to meet timelines and goals amid competing priorities. Consistently demonstrates organization and time management skills.
- Provides timely and consistent follow-up.
- Upload, set up and test email and SMS campaigns to ensure an error-free and optimal user experience
- Understanding of and experience with building out lists and segments
- Schedule CRM campaigns to send to segmented audiences
- Collaborate with E-commerce team to ensure a seamless user experience and align with the website experience
- Collaborate with Creative team to support in driving the overall CRM vision
- Provide daily, weekly and monthly email performance reports, make recommendations and adjustments as needed to the email experience
- Support in the CRM A/B testing strategies to drive incremental revenue and improve performance (send times, dates, subject lines, creatives, etc.)
- Keeping up-to-date with email best practices
- Support the CRM Manager with ad-hoc requests for data downloads, feedback, etc.
- Support loyalty and brand communication initiatives
Skills on Resume:
- Unique Problem Solving (Hard Skills)
- Composure Maintenance (Soft Skills)
- Resource Management (Hard Skills)
- Time Management (Soft Skills)
- Campaign Testing (Hard Skills)
- Audience Segmentation (Hard Skills)
- Collaborative Working (Soft Skills)
- Performance Reporting (Hard Skills)
3. CRM Coordinator, Horizon Analytics, Atlanta, GA
Job Summary:
- Submits any review(s) sent that are unsuccessful or over 30 minutes.
- Assigns clinical requests to utilization review nurses.
- Assigns retro incomplete list accounts to dedicated nurse.
- Communicates incorrect admit dates to payers, utilization RN and admitting.
- Enters authorized days in Allscripts and interacts all day with payers.
- Works payer logs daily for authorizations, denials, and additional information and communicates to appropriate RN.
- In partnership with the CRM leadership team, and the orientation committee, develops and maintains orientation, on-boarding and continuing education programs for administrative staff consistent with the learning needs of front office employees.
- Works with department leadership to prioritize educational topics, based on assessed needs of administrative associates.
- Performs troubleshooting and problem resolution, handles and resolves inquiries and complaints from internal and external customers appropriate to the position.
- Provides excellent customer service in keeping with the mission, vision and values of MWHC.
Skills on Resume:
- Clinical Request Assignment (Hard Skills)
- Communication Skills (Soft Skills)
- Data Entry (Hard Skills)
- Authorization Management (Hard Skills)
- Program Development (Hard Skills)
- Educational Planning (Hard Skills)
- Problem Resolution (Soft Skills)
- Customer Service (Soft Skills)
4. CRM Coordinator, Elevate Strategies, Minneapolis, MN
Job Summary:
- Own and deliver the full CRM marketing plan for the region - on time, to agree requirements
- Work closely with the regional team to ensure plans are delivered efficiently and effectively to achieve business goals
- Support the workload of others within the CRM team
- Support the delivery of the CRM strategy and roadmap
- Execute elements of projects as per an already defined brief
- Monitor and report on CRM performance, tests and contribution to business targets
- Collaborates with stakeholders to ensure delivery of campaigns is aligned with expectations
- Identify and escalate challenges, unexpected data trends and opportunities
- Keep up to date on industry trends and case studies
- Close collaboration with the Marketing, central Marketing and Commercial teams to maintain and follow internal campaign processes
- Be an ambassador for best practices within this field - keep up to date with the latest developments in data driven CRM and martech
Skills on Resume:
- CRM Marketing Planning (Hard Skills)
- Team Collaboration (Soft Skills)
- CRM Strategy Support (Hard Skills)
- Project Execution (Hard Skills)
- Performance Monitoring (Hard Skills)
- Stakeholder Collaboration (Soft Skills)
- Trend Analysis (Hard Skills)
- Industry Knowledge (Hard Skills)
5. CRM Coordinator, Innovate Systems, Denver, CO
Job Summary:
- CRM implementation and integration with relevant databases developments planning, testing and release
- Daily support to local markets in order to ensure the good quality of the database
- Manage the clienteling application in boutiques (compliant with GDPR practices) by working closely with internal departments, external agencies, and local markets to improve features and follow usage
- Identify customer journeys and define relevant audiences to create an engaging experience and coordinate the mailing calendar with the marketing team
- Plan and execute weekly customer contact communications and ensure timely scheduling of all campaigns
- Assist in creating content for user guides, in-app learning tools, or training presentations
- Lead the planning and co-ordination of training sessions within the Commercial business
- Support users in basic data issues in both salesforce.com and GlobalView, and in creating basic reports
- Work closely with the Clients Success team to deliver both short- and long-term projects
- Assist in administrative work with the team including supporting users in day-to-day salesforce tasks.
Skills on Resume:
- CRM Implementation (Hard Skills)
- Database Quality Assurance (Hard Skills)
- Clienteling Management (Hard Skills)
- Audience Segmentation (Hard Skills)
- Campaign Scheduling (Hard Skills)
- Content Creation (Hard Skills)
- Training Coordination (Hard Skills)
- User Support (Soft Skills)
6. CRM Coordinator, Quantum Consulting, Richmond, VA
Job Summary:
- Ensure CRM configurations and settings are setup to attain business goals and drive user-adoption
- Create and update user forms, workflows, views, and reports
- Set up and monitor user access and security rights
- Research CRM-related technologies to provide recommendations on new opportunities
- Participate in CRM vendor calls, trainings, and customer forums
- Advocate for the use of data in helping to drive business decisions
- Collaborate and strategize with CRM team and key department stakeholders on campaign strategy, implementation, and evaluation
- Develop reports to measure the progress and success of CRM campaigns and other projects
- Monitor CRM usage by sales and service reps to ensure proper protocols are followed
- Work with Digital Strategy and Marketing teams to ensure incoming leads are captured, qualified, and engaged
- Assist with daily user support, requests, and inquiries
Skills on Resume:
- CRM Configuration (Hard Skills)
- Workflow Management (Hard Skills)
- Security Management (Hard Skills)
- Technology Research (Hard Skills)
- Data Advocacy (Hard Skills)
- Campaign Strategy (Hard Skills)
- Collaboration (Soft Skills)
- User Support (Soft Skills)
7. CRM Coordinator, Synergy Partners, Nashville, TN
Job Summary:
- Maintain, develop and administer CRM data records, looking for continuous improvement to increase the functionality and accuracy of data captured to meet business requirements
- Increase the CRM utilization through user engagement, develop CRM workflows to support business processes.
- Manage the organization’s relationship with the WW CRM team to ensure the efficient planning and delivery of new updates, modification, change requests and the implementation of best practice policies.
- Provide support and CRM training to the store staff, cascading “how to” guides along with troubleshooting user issues and dealing with support functions
- Plan and deliver CRM strategies encouraging customer retention, customer loyalty and recovery
- Manage all one to one clientelling projects including gifting, build up relationship programs and recruiting
- Define and monitor CRM budget
- Produce tailored reports and implement a mid-long term strategy to improve the CRM tools across all business requirements
- Create and update training documentation and materials
- Collect, cleanse, and import data from various sources while minimizing duplication
Skills on Resume:
- CRM Data Administration (Hard Skills)
- Workflow Development (Hard Skills)
- Stakeholder Management (Hard Skills)
- CRM Training (Hard Skills)
- Strategy Planning (Hard Skills)
- Clienteling Management (Hard Skills)
- Budget Monitoring (Hard Skills)
- Data Cleansing (Hard Skills)
8. CRM Coordinator, Vantage Point Solutions, Orlando, FL
Job Summary:
- Manage, execute & test customer segmentation audiences for acquisitions and retention channels
- Assist with executing customer loyalty programs including liaising with mail houses, brand ambassadors, Retail Marketing and Creative
- Support in building charts and graphs for CRM reporting
- Partner with DY finance team on processing invoices and billing management
- Develop store directives for CRM clientelling initiatives
- Monitors customer journeys across systems to help deliver consistent quality guest experience
- Assist in the build out of customer lists and segments for CRM and Loyalty initiatives
- Build and maintain strong relationships with global teams, vendors/partners, and cross-functional departments
- Perform routine data hygiene to remove duplicates and outdated information
- Monitor and ensure data integrity within the CRM database and Orlando Magic data warehouse
Skills on Resume:
- Customer Segmentation (Hard Skills)
- Loyalty Program Management (Hard Skills)
- CRM Reporting (Hard Skills)
- Billing Management (Hard Skills)
- Clientelling Initiatives (Hard Skills)
- Data Hygiene (Hard Skills)
- Relationship Building (Soft Skills)
- Data Integrity Monitoring (Hard Skills)
9. CRM Coordinator, Apex Strategies, Columbus, OH
Job Summary:
- Undertaking daily administrative tasks to ensure the functionality and coordination of the department’s activities
- Supporting marketing team in organizing various projects to support the business across digital, retail, wholesale & CRM.
- Conducting benchmarking and analyzing customer reports including but not limited to, data capture reporting, customer voice reporting, retention & reactivation reporting, email marketing reporting (US, CA & MX)
- Execute the following CRM reports and analysis: Weekly, Monthly and Quarterly Data Capture Report for Exec and Retail Team, VIP Customer Analysis & Reporting, Email Marketing Reporting & Heat-Mapping to Evaluate Effectiveness of Marketing Campaigns, CRM Client List Pulls for Retail
- Create Audiences for Efficient Targeting for Email and Other Marketing Communications
- Sweepstakes Template Building & Reporting
- Collaborate with CRM manager and work within Customer Data Platform’s (CDP) to update, build and analyze customer insights related to CRM KPIs (ex. retention rate, database growth, etc.)
- Assist in the organizing of Community Marketing & Grassroots Marketing events and digital campaigns and attend them to facilitate success
- Prepare Marketing & CRM presentations and collect necessary reporting from all team members
- Work with marketing team to manage brand and marketing initiatives.
- Develop and execute marketing campaigns.
Skills on Resume:
- Administrative Coordination (Hard Skills)
- Project Support (Hard Skills)
- Data Analysis (Hard Skills)
- CRM Reporting (Hard Skills)
- Audience Creation (Hard Skills)
- Collaborative Working (Soft Skills)
- Event Organization (Soft Skills)
- Campaign Development (Hard Skills)
10. CRM Coordinator, Momentum Group, Dallas, TX
Job Summary:
- Setting up campaigns, tournaments and related player CRM communications via Email, SMS, Push and all other messaging channels
- Working with Content Management Systems to set up site campaigns
- Launching and testing processes for campaigns & promotions across multiple devices
- Utilize customer list management skills for A/B testing and segmentation to discover best practices within each customer segment
- Ensuring compliance with all applicable regulations and legislations
- Responsible for Banner schedules and curating the Website Banners
- Compiling and presenting reports on CRM stats – Deliverability, Open and Click rates etc
- Optimizing customer promotional Journeys and Experience
- Implementing automated CRM programs for agreed campaigns
- Identifying gaps in current tool capabilities and suggesting/requesting improvements
- Maintaining Lifecycle communications
Skills on Resume:
- Campaign Management (Hard Skills)
- CMS Operation (Hard Skills)
- A/B Testing (Hard Skills)
- Regulatory Compliance (Hard Skills)
- CRM Analytics (Hard Skills)
- Experience Optimization (Hard Skills)
- Problem Solving (Soft Skills)
- Effective Communication (Soft Skills)
11. CRM Coordinator, Catalyst Consulting, Portland, OR
Job Summary:
- Delivering targeted, offline mailers to the customer file to engage customers, including creative execution, customer selection and test activity to achieve the sales plan.
- Working in collaboration with colleagues in other departments to ensure the seasonal plans are implemented effectively, efficiently, on time and within budget.
- Weekly results reporting and analysis to ensure performance is optimised in season.
- Implementing the segmentation of the brand database to drive customer programmes and improve long term quality and profitability of the customer file.
- Briefing external creative agencies to create engaging and inspiring mailings.
- Appraising creative to ensure product ranges and offers are on brand.
- Ensuring that all communications are consistent across all channels, delivering the best customer experience possible.
- Execute shared tasks across brands
- Ensure timely delivery and flawless quality on all tasks handled
- Update and optimize site content on a day to day basis
Skills on Resume:
- Creative Execution (Hard Skills)
- Customer Segmentation (Hard Skills)
- Data Analysis and Reporting (Hard Skills)
- Project Management (Hard Skills)
- Cross-Departmental Collaboration (Soft Skills)
- Creative Briefing (Soft Skills)
- Quality Control (Soft Skills)
- Consistency and Brand Alignment (Soft Skills)
12. CRM Coordinator, Proactive Insights, Salt Lake City, UT
Job Summary:
- Execute direct mail campaigns in partnership with Merkle (Rewards Sweeps, Birthday postcards, reactivation postcards, etc)
- Create CRDs (list of lists/exact segmentation criteria), CRFs (campaign request form), QA & approve waterfall customer counts
- Create audiences for DM, email, and ad campaigns (in partnership with Analyst for SQL support)
- Manages operational DM tasks (list delivery and print vendor management where needed, sweeps logistics)
- Manage invoicing for the entire Marketing & Communications team and budget management across the various accounts
- Performs clerical functions as needed: faxing, copying, answering phones.
- Performs pre-bill follow-up as needed, participates in pre-bill meeting weekly.
- Participates in interdisciplinary performance improvement teams
- Coordinating the campaign execution with both content and design teams to deliver high-quality campaigns in a timely manner.
- Participate executing deployment project tasks with FLU stakeholders and global experts
Skills on Resume:
- Direct Marketing Campaign Execution (Hard Skills)
- Audience Segmentation (Hard Skills)
- Data Analysis and Reporting (Hard Skills)
- Vendor Management (Hard Skills)
- Budget Management (Hard Skills)
- Communication (Soft Skills)
- Team Coordination (Soft Skills)
- Attention to Detail (Soft Skills)
13. CRM Coordinator, Strategic Vision, Charlotte, NC
Job Summary:
- Support FLU CRM key users in the area of business process and solution functionalities
- Provide planned and on-demand training to CRM key users
- Run/participate/support FLU end user training in CRM deployment projects
- Contribute to global CRM solution development (and other agreed development projects)
- Act as CRM subject matter/business process expert towards IT support teams in IT support model
- Participate/organise meetings with: Key user community, other solution coordinators, groomings
- CRM data score reporting and analysis of key findings
- Coordinate the planning and design of new CRM projects from an omnichannel perspective
- Define, implement and maintain all workflows within the CRM platform
- Optimize the user's customer journey across the different touchpoints
- Oversee the implementation and maintenance activities related to the platform
Skills on Resume:
- CRM Training (Hard Skills)
- CRM Solution Development (Hard Skills)
- Data Analysis (Hard Skills)
- Workflow Management (Hard Skills)
- Project Coordination (Hard Skills)
- Expert Communication (Soft Skills)
- Problem Solving (Soft Skills)
- Team Collaboration (Soft Skills)
14. CRM Coordinator, Fusion Solutions, Kansas City, MO
Job Summary:
- Be in charge of highlighting all the components of destination (parks, hotels, attractions, food, merchandise, shows, new products) according to the marketing priorities on different CRM & Social Media channels and on all priority markets
- Collaborate in the development of the CRM strategy and manage the creation and production of emails addressed to customers and prospects in database (marketing campaigns or emails related to the life cycle)
- Analyze, present and interpret CRM campaign performance in relation to the teams involved (monitoring key indicators and results).
- Perform CRM Benchmark and develop new content ideas.
- Participate in the development and creation of content for the following social networks: Facebook, Instagram, Tik Tok, YouTube, Snapchat, Pinterest with internal partners and in compliance with procedures.
- Animate the different communities according to the identified topics (respond to comments, start conversations)
- Embody certain productions, when necessary, by offering a voice over or appearing on the video/photos to help make the experience more real (holding things, wearing products, appearing on screen in the park...)
- Work with Brand and UX teams to create automated customer journeys.
- Working with the data to find ways to solve problems and monitor performance of in-market campaigns.
- Provide input to marketing briefs, collaborate with creative team to develop creative assets, partner with technical teams for engagement
Skills on Resume:
- CRM Strategy Development (Hard Skills)
- Social Media Management (Hard Skills)
- Content Creation (Hard Skills)
- Data Analysis (Hard Skills)
- Community Engagement (Soft Skills)
- Creative Collaboration (Soft Skills)
- Problem Solving (Soft Skills)
- Communication (Soft Skills)
15. CRM Coordinator, Insightful Technologies, Louisville, KY
Job Summary:
- Responsible for providing high level qualification of new business enquiries (Leads), allowing for the discovery of new customers and needs.
- Drive high quality leads into sales managers for conversion to opportunities.
- Create new contacts and customer records on CRM when passing highly qualified leads (MQL) to relevant sales managers
- Monitor CRM quality of data and work with sales managers to ensure accurate and effective use of CRM is adopted by all.
- Directly manage lower value instrument sales and consumable items to improve speed of response and customer service.
- Recognise relevant service / spare parts enquiries and pass over to the service team in a timely manner.
- Provide analytical sales insights into conversion rates, and kill rates, and follow enquiry through to win/loss outcomes.
- Support monthly reporting requirements for the ONE HORIBA sales & marketing team, SCI segment and HUK finance.
- Work closely with the Business Development Manager, regional sales and Industry Sector sales managers providing sales and CRM support
- Participate in promotional sales events, customer service, and product training.
- Look to develop and introduce a suitable lead scoring system to assist sales managers with priorities.
Skills on Resume:
- Lead Qualification (Hard Skills)
- CRM Management (Hard Skills)
- Sales Analysis (Hard Skills)
- Lead Scoring Development (Hard Skills)
- Communication (Soft Skills)
- Collaboration (Soft Skills)
- Customer Service (Soft Skills)
- Time Management (Soft Skills)
16. CRM Coordinator, Unity Marketing Group, Sacramento, CA
Job Summary:
- Serve as internal system admin for CRM System
- Load and execute targeted sales emails to support box campaigns and other special marketing initiatives for sales
- Ensure data integrity through the appropriate use of de-duping and data loading tools for bulk imports of date
- Maintain database to remain below allowed contact threshold
- Work with CRM developers to create workflows and improvements on the CRM
- Assist with CRM overflow needs - reassignment, password reset, issue leads, etc.
- Determine and implement data acquisition logic, selecting appropriate categorization and assignment within SugarCRM
- Load and launch targeted sales emails to support box campaigns and other special marketing initiatives for sales through SugarMarket
- Maintain record lifespan logic to keep database within size limits and optimize platform performance
- Maintain reference files and configure campaigns for Opportunity creation
Skills on Resume:
- CRM System Administration (Hard Skills)
- Data Integrity Management (Hard Skills)
- Workflow Development (Hard Skills)
- Data Acquisition and Categorization (Hard Skills)
- Problem Solving (Soft Skills)
- Communication (Soft Skills)
- Team Collaboration (Soft Skills)
- Attention to Detail (Soft Skills)