CRM Strategist

As a CRM Strategist at VisionPoint, you'll author high-level, full-service CRM strategies that guide and support our higher education clients to achieve their enrollment goals. You'll work collaboratively with marketing strategists, research analysts, account directors, and project managers in direct consultation with our clients to develop CRM strategy and ensure effective implementation. CRM projects will often require you to exude passion for in-depth, creative approaches to develop innovative, data-driven strategies, and achieve alignment with client objectives and goals. Your work will achieve a broad range of CRM technical setup, implementation and evaluative goals. You will play a proactive role in creating work plans with a clear, phased approach to task completion while identifying gaps, risks, and barriers as you manage client expectations. Overall, you'll ensure VisionPoint's business success by contributing to the pursuit of new business opportunities and expanding existing business within CRM strategy and implementation. What You'll Do

• Conduct audits of client CRM system, implementation, and use.

• Author high level CRM project goals and strategies for development and use of CRM systems.

• Provide expert guidance and support on execution of CRM strategy.

• Use technical knowledge of CRM data structures, data integrations, interfaces, and user. experience to implement or improve client CRM systems.

• Lead optimization efforts in CRM:

• Data management

• Governance

• Communications

• Event management

• Multi-channel Orchestration

• Interaction tracking

• Application and forms

• Analytics and reporting

• Email/Lead Nurture

• Gap/Risk Identification

• Contribute to CRM partnership programs.

• Develop reporting and analytics to measure system performance and ROI., Job Description: Overview The Senior Portfolio Strategist partners with Wealth associates on the management of high net worth clients. Serves as the primary investment relation…

• 1 month ago

• Bachelor's degree in relevant field. Master's preferred.
• 3+ years of CRM experience using multiple CRM platforms.
• Strong oral, written, presentation and interpersonal skills.
• Tech-savvy with strong analytical problem-solving and decision-making skills.
• Ability to be a team player and work with others toward common goals.
• Impeccable time management, organizational skills, attention to detail, and follow-through.
• Quick learner and self-starter who delivers work that's excellent and efficient.
• Sense of ownership and accountability to the goals, the client, and the team.
• Desire to thrive in a fast-paced, often changing environment.
• Thirst for knowledge and commitment to growth.
• Proficient in Microsoft Office Suite and/or the Google Drive Suite, especially Excel/Sheets. Comfortable learning new software as needed.
• Actively contribute to

VisionPoint Marketing is on a mission to become higher education's most trusted enrollment marketing partner. As a full-service agency, we collaborate with colleges and universities nationwide to strengthen brands, accelerate marketing performance, and drive measurable enrollment growth. Our award-winning work is showcased on national conference stages, but our greatest pride is making life easier-and more successful-for our client partners. Headquartered in Raleigh, NC, we operate as a remote-first company with VisionPointers across every U.S. time zone, while offering hybrid and in-person options for those near our headquarters., © 2026 Careerjet All rights reserved