CRM Strategist

• Partner with Marketing Strategists to develop integrated marketing and CRM strategies that support client goals and improve the customer journey.
• Conduct audits of client CRM systems to assess current configuration, functionality, utilization, and opportunities for improvement.
• Develop CRM project goals, strategies, and implementation plans that translate client objectives into actionable solutions.
• Lead CRM implementations and optimization efforts, applying technical knowledge of CRM data structures, integrations, workflows, and user experience to translate strategy into effective solutions.
• Provide strategic guidance and hands-on execution across key CRM functions, including
• Data management
• Governance
• Lead capture, management, and nurture
• Event management
• Multip-channel Orchestration
• System integrations and workflow automation
• Interaction tracking
• Application and forms
• Analytics and reporting
• Audience segmentation and personalization
• Marketing automation and communication journeys
• Identify gaps, risks, and opportunities within client CRM systems and recommend solutions that improve performance and operational efficiency.
• Collaborate with clients and internal teams to establish project priorities, develop implementation plans, and ensure successful execution.
• Develop reporting and analytics to measure CRM performance, marketing effectiveness, and return on investment.
• Contribute to VisionPoint’s CRM methodologies, best practices, and technology partnership programs.
• Support new business opportunities by providing CRM expertise during discovery, solution development, and client presentations.

Whether your background is in higher education or another industry, we’re looking for someone who understands how CRM technology supports the customer journey and is excited about using that expertise to influence strategy, improve customer experiences, and deliver measurable results., * Bachelor’s degree in relevant field.

• 3+ years of hands-on CRM experience, including system configuration, implementation, administration, or optimization.
• Strong working knowledge of at least one major CRM platform, such as Slate, Element451, Salesforce, HubSpot, or a comparable solution. Experience across multiple platforms is a plus.
• Experience developing and implementing CRM workflows, marketing automation, communication journeys, and reporting solutions.
• Strong understanding of how CRM technology supports marketing strategy, customer journeys, lead management, and broader business objectives.
• Ability to translate strategic goals and client needs into practical CRM solutions, with an interest in contributing to both strategy development and hands-on execution.
• Strong oral, written, presentation, and interpersonal skills with a proven ability to communicate complex CRM concepts clearly to both external clients and internal teammates.
• Tech-savvy with strong analytical, problem-solving, and decision-making skills.
• Ability to collaborate effectively with marketing strategists, technical specialists, and other team members toward common goals.
• Strong time management, organizational skills, attention to detail, and follow-through.
• Quick learner and self-starter who delivers excellent work efficiently and takes initiative in learning new technologies.
• 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 professional growth.
• Proficient in Google Workspace, particularly Google Sheets, with the ability to learn and adapt to new technologies and software platforms.
• Actively contribute to VisionPoint’s culture.

Not to mention our company offers an outstanding benefit package that includes options for health, dental, vision, matching 401k, paid time off and some other cool stuff. No, we’re not able to match a huge corporate salary, but we are competitive. To be honest, if money is your primary motivation, you won’t be a good fit here. We’re looking for people who want to create amazing work, contribute to an amazing culture and serve clients who are making a critical difference in people’s lives., Invitation for Job Applicants to Self-Identify as a U.S. Veteran

• A “disabled veteran” is one of the following:
• a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
• a person who was discharged or released from active duty because of a service-connected disability.
• A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service.
• An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
• An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

VisionPoint Marketing is a marketing agency that helps colleges, universities and community colleges meet their admissions, branding, fundraising and communication goals. Our commitment to strategy, diverse understanding of all marketing disciplines and ability to build consensus across scores of stakeholders enables us to form deep, long standing client relationships., VisionPoint Marketing boasts a team of really smart people who work collaboratively - without allowing egos or company politics to get in the way. We work in tandem with clients to help make them successful. We work comfortably in an environment of constant change, and we thrive under the pressure of deadlines., Our portfolio will show you award-winning branding, marketing and website design (among other work). Year over year, we’re invited to share our work at many of higher education’s preeminent marketing conferences around the country. We’re proud of that work, but we know we can make it even better. Maybe you can help. View our portfolio!, We’re a small company - dozens, not hundreds - with an outstanding group of bright, passionate and just downright good people. Since 2001, we’ve worked hard to build a culture in which everyone has a voice and everyone has an impact. You’re one of a handful of influencers at VisionPoint, not one in a crowd. Meet our team!, 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., As a CRM Strategist at VisionPoint, you’ll have the opportunity to shape how we develop and execute CRM strategies that drive meaningful results for our clients. As part of our Strategy Team, you’ll work alongside marketing strategists to connect marketing strategy, customer journeys, and CRM technology, helping colleges and universities create better experiences for prospective students and achieve their enrollment goals.

This role offers a unique combination of strategic thinking and hands-on execution. You’ll be involved in developing the strategy, identifying opportunities, designing solutions, and bringing those solutions to life through CRM implementation and optimization. You’ll have a voice in determining not just how we execute the work, but what we recommend to our clients and why.

As an official Slate and Element451 partner, VisionPoint works across multiple CRM platforms to ensure our clients have the right technology, strategy, and processes in place to achieve their goals. We remain intentionally CRM agnostic, and your expertise will help us support clients across a variety of platforms, including Salesforce and other CRM solutions.

You’ll collaborate closely with marketing strategists, account directors, project managers, and other specialists while working directly with clients to understand their goals, develop solutions, and lead CRM implementations and optimization efforts., At VisionPoint, we believe that a strong culture is as much a valued benefit as health insurance, PTO and 401k. That’s why it’s important to us that future team members connect with - and contribute to - our culture. Our communication, our collaboration, our satisfaction and our growth are largely dependent upon whether we all, as individuals, embrace and live out our values. We believe in the work we do, we support each other, we work hard and we like to have a bit of fun too. When it comes right down to it, happy and fulfilled team members produce better work, and better work is what drives us every day.