PenAir Credit Union · 1 day ago
CRM Administrator
Pensacola, FL, US
Full-time
Onsite
Mid Level
$85K/yr - $85K/yr
3+ years expPenAir Credit Union is a community-focused financial institution that has been serving its members since 1936. The CRM Administrator will manage and maintain the CRM platform, ensuring it meets business needs through data flows, API integrations, and custom automation workflows while collaborating closely with the CRM Product Owner and member experience team.
BankingFinancial ServicesSecurity
Responsibilities
Administrate and maintain the CRM platform ensuring data integrity, system performance, and user access / privileges
Develops, implements, and maintains automated workflows and required API integrations to support business processes
Collaborate with member experience team to identify CRM needs and implement technology solutions
Analyzes potential needs and recommends improvements and/or modifications to the CRM platform
Develops, defines, and documents procedures, processes, and best practices related to CRM database
Troubleshoots problems and delivers ongoing technical support and training for system users
Develop and maintain API integrations and webhook layers between the core Symitar system, data warehouse, and external data sources using API Management platform (BOOMI)
Collaborate with the CRM vendor team to support ongoing enhancements, troubleshoot issues, and implement software patches, while maintaining a strong understanding of the overall CRM architecture and functionality
Ensure accurate member data entry, segmentation, and deduplication
Generate reports and analytics to support marketing campaigns, member outreach, and operational decisions
Monitor KPIs and provide insights to improve member engagement and retention
Integrated Power BI with CRM Platform to create a centralized data access system for the Member Experience team, enabling streamlined reporting and improved decision-making
Work with IT and vendors to integrate CRM with core systems, marketing platforms, and other tools
Ensure CRM practices comply with data privacy regulations and credit union policies
Collaborate with CRM Product Owner to oversee CRM management, including user access, configuration, and data integrity
Work closely with CRM Product Owner and cross functional teams to plan and phase system enhancements, integrations with credit union systems, and vendor coordination
Performs other job-related duties as assigned
Qualification
Required
3–5 years in CRM Administrator, or Data & Analytics experience, preferably within financial services or credit union environments
Experience managing cross-functional initiatives and working with Business stakeholders on system enhancements
Bachelor's degree in computer science, or related field required
Strong communication and relationship-building skills across technical and non-technical teams
Ability to translate business needs into system requirements and foster collaboration between departments
Familiarity with CRM platforms and integrations (e.g., HubSpot, Creatio, Microsoft)
Skilled in data and API management using Boomi, with hands-on experience in analytics and reporting tools such as Power BI
Experience with Agile/Scrum methodologies and backlog management tools (e.g., Jira, Azure DevOps)
Preferred
Technical Certifications in CRM platforms (e.g., Creatio, Microsoft Dynamics, Salesforce, HubSpot etc.)
Benefits
Up to $15K available for continuing education
Student Loan Paydown
Adoption Assistance Reimbursement
Wellness Programs
Gym membership reimbursement
Formal Career Development Resources
Financial Wellness Resources
Purchase assistance with computers and fitness equipment.
Generous PTO Plan—20 days for new hires
Paid Maternal & Parental Leave
Competitive Retirement Plan
Competitive medical, dental & vision plans
Company paid Telehealth services.
Company paid Short Term Disability
And more……….!
Company
PenAir Credit Union
At PenAir Credit Union we’ve been Enhancing Lives since 1936.
201-500 employees
H1B Sponsorship
PenAir Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Galen Counselman
SVP / CIO
Recent News
2023-12-24
Company data provided by crunchbase