CRM Manager - Hybrid

Colonial Group; Sarasota, Northern (FL, KY); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Colonial Group is seeking a CRM Manager in Sarasota, FL to own the CRM strategy, governance, and optimization across the sales organization. You will ensure system integrity, reporting, and adoption while partnering with IT, Analytics, and Sales to drive growth.

The role requires 3+ years in CRM strategy and governance, strong analytical skills, and proficiency in Microsoft Dynamics and Power BI. This on-site position reports to the Director of Sales Operations and offers a collaborative,

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years in CRM strategy, governance, and optimization.
• Proven analytics and data-driven decision-making.
• Proficiency with Microsoft Dynamics and Power BI.

Responsibilities

• Own CRM strategy and governance, roadmaps, and enhancements.
• Lead as CRM product owner with workflows, integrations, and budgets.
• Establish data governance standards for accuracy and hygiene.
• Design and deliver CRM training for all user levels.

Skills

CRM strategy

Governance

Analytics

Reporting

Training & enablement

Cross-functional collaboration

Communication

Time management

Education

Bachelor’s degree in Business/Marketing or related field

Tools

Microsoft Dynamics

Power BI

Job description

Position Description

Title: CRM Manager

Department: Sales

Location: Sarasota, FL

Immediate Supervisor: Director of Business Performance & Sales Operations

Status: Non-Exempt Salaried

Position Purpose: Own the strategy, governance, and optimization of the CRM platform to ensure it drives business growth and operational efficiency. This role serves as the CRM subject-matter expert, responsible for system integrity, reporting, and adoption across the organization.

Principle Accountabilities

• Own the CRM strategy and governance, including defining roadmap and prioritizing enhancements to align with business objectives, ensuring CRM is a functional tool for the sales organization.
• Serve as the CRM product owner by providing clear direction on workflows, integrations, and enhancements; validate business requirements; lead business cases and justifications to secure appropriate budgets for system improvements; and hold IT and vendor partners accountable for timely, accurate delivery.
• Establish and enforce data governance standards, including deduplication, validation processes, and compliance monitoring ensuring accuracy, hygiene, and compliance across teams.
• Serve as the CRM subject-matter expert by designing and delivering training programs for all user levels, including onboarding and ongoing enablement, ensuring adoption and compliance with CRM best practices.
• Create and maintain reporting and dashboards that provide actionable insights for leadership and sales teams, deprecating those that no longer meet business needs to keep reporting streamlined and effective.
• Hold sales teams and SMEs accountable for proper CRM usage and data integrity by setting clear expectations, monitoring compliance via reporting, and escalating gaps in engagement or adherence to standards, providing guidance on process improvement where relevant.
• Lead continuous improvement initiatives by assessing system usage, training effectiveness, and evolving business needs.
• Actively research and evaluate CRM platform enhancements and industry best practices, incorporating relevant updates into system strategy and training programs.
• Related tasks as requested by supervisor

Essential Skills and Experience

• Bachelor’s degree in Business, Marketing, or related field (or equivalent experience).
• 3+ years of CRM strategy, governance, and optimization, including cross-functional adoption initiatives.
• Strong analytical and decision-making skills with the ability to translate data into strategic recommendations.
• Proficiency in CRM platforms (Microsoft Dynamics preferred), and reporting tools (Power BI preferred).
• Excellent communication and facilitation skills to influence and drive change across teams.
• Exceptional organizational and time management skills with a focus on accountability and continuous improvement.