CRM Support & Marketing Automation Specialist

Guaranteed Rate, Inc.; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

Vacation benefits

Medical, dental, vision benefits

Flexible benefits

Life insurance

Job summary

Guaranteed Rate, Inc. is seeking a Marketing Specialist to join our CRM support team, serving loan officers, marketing and operations in maximizing Total Expert platform effectiveness. Your responsibilities include end-to-end issue ownership, collaboration with Marketing, Sales and Design, and driving CRM usage improvements.

You will troubleshoot inquiries, prioritize tasks in a fast-paced environment, and support branch success by delivering accurate, timely responses and solutions.

Qualifications

• 1–2 years of experience in a Customer Service environment.
• Knowledge with CRM platforms – Total Expert would be preferred.
• Hands-on involvement with marketing automation, and data management.
• Strong written and verbal communication skills.
• Familiarity with mortgage industry workflows, terminology, and compliance standards is preferred.

Responsibilities

• Own a support request end to end by using all the resources at your disposal.
• Understand when to leverage the team to find solutions, ask questions.
• Troubleshoot issues, responding to inquiries, and resolving user problems in a timely manner.
• Collaborate with manager on pertinent issues.
• Partner with other teams, such as Marketing, Sales, and Design.
• Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment.
• Coordinate use of multiple platforms to resolve issues and assist customers with their needs.
• Identify opportunities for improving CRM usage and effectiveness.
• Interface, build and maintain positive relationships with internal and external customers.
• Implement and enforce company policies regarding data and marketing as applicable to a CRM.

Skills

Customer service

Communication skills

Team player

Marketing automation

Data management

Mortgage workflows

Microsoft Office

Tools

Total Expert CRM

Microsoft Office

Job description

Guaranteed Rate, Inc. is seeking a Marketing Specialist to join our CRM support team, serving loan officers, marketing and operations in maximizing Total Expert platform effectiveness. Your responsibilities include end-to-end issue ownership, collaboration with Marketing, Sales and Design, and driving CRM usage improvements.

You will troubleshoot inquiries, prioritize tasks in a fast-paced environment, and support branch success by delivering accurate, timely responses and solutions.