Marketing Operations Coordinator: CRM & Client Success Lead

Jobtailor; San Diego (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in San Diego seeks a detail-oriented CRM and producer management coordinator to support current and new clientele, manage producer appointments, contracts, and licensing, and oversee distribution.

You will collaborate across teams, maintain accurate producer information in Arrowhead CRM, and deliver prompt customer service while tracking KPIs and contributing to continuous improvement initiatives.

Qualifications

• Organized and detail-oriented, able to work under deadlines and manage multiple tasks.
• Excellent verbal and written communication skills.
• Strong interpersonal, problem solving and analytical skills.
• Proficiency with Microsoft Office products (Outlook, Excel, PowerPoint, Word).
• Ability to interface with diverse employee and customer groups.

Responsibilities

• Support current and new clientele with prompt, professional customer service.
• Manage producer appointments, contracts, and licensing for new and existing producers.
• Oversee distribution management.
• Maintain producer information in Arrowhead CRM with accuracy.
• Deliver customer service across channels while meeting KPIs for response time and satisfaction.
• Address inquiries and interpret business needs for producers and clients.
• Maintain timely follow-up between divisions and producers.
• Manage workload independently while supporting team priorities and departmental targets.
• Participate in training and continuous improvement initiatives.
• Handle high-volume data and phone support.
• Own departmental projects, develop procedures, and adapt to changing priorities.
• Participate in team meetings, share insights, track KPI progress.
• Perform additional responsibilities as assigned.

Skills

Customer Service

CRM Management

Interpersonal Skills

Problem Solving

Verbal Communication

Written Communication

Organizational Skills

Detail-Oriented

Analytical Skills

Tools

Arrowhead CRM

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Jobtailor in San Diego seeks a detail-oriented CRM and producer management coordinator to support current and new clientele, manage producer appointments, contracts, and licensing, and oversee distribution.

You will collaborate across teams, maintain accurate producer information in Arrowhead CRM, and deliver prompt customer service while tracking KPIs and contributing to continuous improvement initiatives.