Freelance CRM Specialist – Surefire CRM

The Client Cube; United States; On-site; USD 60,000 - 80,000; Part time

Job summary

The Client Cube, a fast-paced marketing consultancy, seeks a freelancer with expertise in Surefire CRM for mortgage and financial services. Responsibilities include managing CRM tasks, facilitating communication, and improving campaign strategies. Ideal candidates will have previous experience with mortgage lenders and possess strong organizational skills.

Qualifications

• Hands-on experience specifically using Surefire CRM.
• Experience working in-house at a mortgage lender or bank.
• Familiarity with marketing automation best practices.

Responsibilities

• Set up and modify contact journeys and automation workflows.
• Troubleshoot CRM issues or field client questions.
• Provide strategic input on campaign improvements.

Skills

Communication

Task Management

Marketing Automation Best Practices

Tools

Surefire CRM

Total Expert

Job description

This range is provided by The Client Cube. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$30.00/hr - $50.00/hr

Direct message the job poster from The Client Cube

Turn key marketing solutions for mortgage, banking and homebuilding.

About the Role:

We’re a fast-paced, boutique marketing consultancy working primarily in the mortgage and financial services space. We’re looking to bring on a freelancer with direct experience using Surefire CRM by Top of Mind to help support our client work.

This role is ideal for someone who has previously worked with a mortgage lender or marketing department and is familiar with the ins and outs of Surefire—from email journeys and campaigns to content management and LO support.

What You'll Do:

• Set up and modify contact journeys and automation workflows
• Upload and manage contact lists
• Edit or schedule campaigns in Surefire
• Troubleshoot CRM issues or field client questions
• Provide strategic input on campaign improvements

What We’re Looking For:

• Hands-on experience SPECIFICALLY using Surefire CRM (must-have)
• Experience listed on your resume working in-house at a mortgage lender or bank (must-have)
• Strong communication and task management skills
• Ability to work independently and meet quick deadlines
• Available for weekly check-ins and project updates
• Experience with Total Expert or other mortgage-focused CRMs
• Familiarity with marketing automation best practices

To Apply:

Click below and share your resume or LinkedIn profile + a brief summary of your experience SPECIFICALLY with the Surefire CRM. Please also list the mortgage lender you supported, and how many approximate loan officers or branches. Experience with other CRM platforms will not be considered. Portfolio links or screenshots of past campaign work are welcome!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

• Industries

  Advertising Services, Financial Services, and Real Estate

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