Customer Relationship Management (CRM) Analyst jobs in United States
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Mercantile Bank · 2 days ago

Customer Relationship Management (CRM) Analyst

Mercantile Bank is a community bank focused on building strong relationships and innovation. They are seeking a Customer Relationship Management (CRM) Analyst to design, onboard, and optimize their new CRM system, ensuring full functionality and user training while enhancing customer engagement.

BankingFinancial ServicesLendingMobile Apps
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Senior Management

Responsibilities

Work with Jack Henry to design and onboard a new CRM system to Mercantile Bank
After onboarding, be the Administrator for the bank's new CRM System, Synapsys
Optimize system capabilities and train staff to ensure the system's full functionality is utilized
Partner with the vendor on upgrades and rollouts
Monitor CRM performance, troubleshoot data and workflow issues, and develop insightful reports and dashboards to inform business decisions
Provide training and support to end-users, ensuring they leverage the full functionality of the CRM system
Coordinate with Jack Henry vendor support for seamless upgrades and feature rollouts
Promote compliance with regulatory standards
Participate in cross-functional projects aimed at enhancing the overall customer experience

Qualification

CRM systems experienceCustomer relationship managementJack Henry systems familiarityAnalytical skillsProblem-solving skillsOrganizational skillsAgile practicesCommunication skillsTime managementTeam collaboration

Required

2+ years of experience working with CRM systems, preferably in a financial institution
Bachelors' Degree
Strong understanding of customer relationship management principles and banking operations
Excellent communication, problem-solving and organizational skills
Ability to travel to Mercantile locations throughout the state as needed
Ability to manage multiple priorities and work independently or in a team environment

Preferred

Experience with Jack Henry Core Systems (e.g. SilverLake, Symitar) and Jack Henry EWF
Prior experience administering CRM or similar systems including user management, configuration and system maintenance
Experience collaborating on teams using Agile practices including sprint planning and backlog refinement

Benefits

Competitive compensation
Bonus opportunities
Best-in-class benefit options
Minimum of 3 weeks' vacation
Sick time
11 paid holidays
Generous 401k match of 5%
Company paid life insurance
Tuition reimbursement
IVF and adoption assistance
Zero-interest loans for fitness equipment and business attire
Discounted bank services
Employee stock purchase plan
529 savings plans
Health savings accounts
Flexible spending accounts
Legal protection
Exceptional training and development opportunities
Encouragement to connect with community through volunteer opportunities

Company

Mercantile Bank

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Mercantile Bank of Michigan was founded in 1997 by Directors and Bankers who firmly believe that customers, employees, and the communities they live in, are best served by financial institutions with local roots.

Funding

Current Stage
Public Company
Total Funding
$90M
Key Investors
U.S. Bancorp
2025-12-24Post Ipo Debt
2022-01-14Post Ipo Debt· $15M
2021-12-15Post Ipo Debt· $75M

Leadership Team

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Michael Price
CEO
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Chuck Christmas
EVP - Chief Financial Officer
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Company data provided by crunchbase