CRM Specialist

WESTconsin Credit Union; Menomonie (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Annual Healthy Living Fund

Student Loan Repayment Program

Competitive Salary

Impressive 401(k) Contribution and Mat

Paid Time Off Accrual

11 Paid Holidays

Job summary

WESTconsin Credit Union is seeking a System Lead to own the WEST360 strategy and roadmap, partnering with the Applications team to design and implement enhancements. You will use data to inform decisions and drive member growth through system capabilities.

The role emphasizes technical and interpersonal communication, with a focus on improving the member journey and delivering impactful system innovations within a trusted financial services environment.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3-5 years of related work experience.
• Experience with CRM and core financial systems.
• Strong technical and interpersonal communication skills.

Responsibilities

• Own the WEST360 System strategy and roadmap and drive ongoing execution.
• Serve as Primary System Expert and Business Lead.
• Partner cross-functionally on system enhancements with the Applications team.
• Leverage data to drive insights and decisions.
• Advance member growth and relationships by deepening system capabilities.
• Enhance the member experience through system innovation and improvements.

Skills

CRM experience

Interpersonal communication

Data-driven decision making

Cross-functional collaboration

System enhancement mindset

Education

Bachelor’s Degree or equivalent experience

Tools

CRM software

Core financial systems

Job description

At WESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference.

Ready to make an impact? Let’s grow together!

What You’ll Be Doing

• Own the WEST360 System Strategy & Roadmap the development and ongoing execution of the WEST360 enhancement
• Serve as Primary System Expert & Business Lead
• Partner Cross-Functionally on System Enhancements Collaborate closely with the Systems Applications team to design, test, and implement system enhancements
• Leverage data to drive insights and decisions
• Advance Member Growth & Relationship by deepening system capabilities
• Enhance Member Experience through system innovation. Continuously identify opportunities to improve the member journey within WEST360.

What You’ll Need To Be Successful

• Bachelor’s Degree or equivalent years of experience
• 3-5 years of related work experience required
• Prior knowledge and experience working in CRM and Core financial systems
• Strong technical and interpersonal communication skills

Why Choose WESTconsin

• Health, Dental, and Vision Insurance Plans
• Annual Healthy Living Fund Contribution
• Student Loan Repayment Program
• Competitive Salary
• Impressive 401(k) Contribution and Match Plan
• Paid Time Off Accrual
• 11 Paid Holidays

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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