CRM Systems Lead — WEST360 Growth & Insights

WESTconsin Credit Union; Menomonie (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Healthy Living Fund Contribution

Student Loan Repayment Program

401(k) Contribution and Match

Job summary

WESTconsin Credit Union is seeking a system-focused professional to own the WEST360 strategy and roadmap, acting as the primary system expert and business lead. You will collaborate with the Systems Applications team to design, test, and implement enhancements, and leverage data to drive insights for member growth.

This role emphasizes cross-functional collaboration, improving the member journey, and delivering innovative system solutions that strengthen relationships and financial wellness.

Qualifications

• 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.

Responsibilities

• Own the WEST360 System Strategy & Roadmap and drive its development.
• Serve as Primary System Expert & Business Lead.
• Partner cross-functionally to design, test, and implement system enhancements.
• Leverage data to drive insights and decisions.
• Advance member growth and relationship by deepening system capabilities.
• Enhance member experience through system innovation.

Skills

CRM expertise

Data analysis

Cross-functional collaboration

System strategy & roadmap

Education

Bachelor's degree or equivalent

Tools

CRM software

Core banking systems

Job description

WESTconsin Credit Union is seeking a system-focused professional to own the WEST360 strategy and roadmap, acting as the primary system expert and business lead. You will collaborate with the Systems Applications team to design, test, and implement enhancements, and leverage data to drive insights for member growth.

This role emphasizes cross-functional collaboration, improving the member journey, and delivering innovative system solutions that strengthen relationships and financial wellness.