CRM Administrator

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
Mid level
Financial Services
Here to Guide You Home | Equal Housing Lender | Company NMLS ID 643114
The Role
Maintain CRM data integrity, configure and optimize workflows, build and deploy marketing campaigns and automated journeys, develop audience segmentation and triggers, produce KPI reporting, troubleshoot CRM issues, document processes, collaborate cross-functionally, and provide user training.
Summary Generated by Built In
Our team is redefining the industry – and creating a culture of excellence.

Founded in 2011, Atlantic Coast Mortgage embodies a people-first culture rooted in commitment, character, and innovation. What began as a small team has grown into a thriving organization where our people remain the driving force behind our mission to redefine the mortgage industry. We believe individuals do their best work in an environment designed for success—and we’re proud to be recognized by The Washington Post as a Top Workplace. As we continue to grow, we’re not just hiring employees—we’re looking for driven, energetic, and creative problem-solvers. If that sounds like you, and you're ready to build your career with a company committed to making meaningful change in our industry, we’d love to connect.


Atlantic Coast Mortgage is seeking a CRM Administrator to support day-to-day management, optimization, and execution of marketing initiatives. This role is responsible for maintaining CRM data integrity, building and deploying marketing campaigns, supporting automated customer journeys, and ensuring CRM workflows operate efficiently.

The ideal candidate is analytical, organized, technically capable, and comfortable working across teams to translate business needs into effective CRM execution. Candidates are strongly encouraged to have prior experience using NextWave CRM, including campaign management, workflow automation, and CRM data maintenance. This is a mid-level individual contributor role suited for someone who is both detail-oriented and proactive in identifying opportunities to improve systems, campaigns, and processes.


Job Responsibilities

  • Manage and optimize CRM workflows, configurations, and data integrity to support marketing and sales performance
  • Build, deploy, and monitor campaigns and automated marketing journeys
  • Develop audience segmentation and logic-based communication triggers that improve engagement and conversion
  • Support the design and improvement of customer lifecycle journeys within the CRM
  • Create and maintain KPI-driven reporting to evaluate campaign effectiveness and identify improvement opportunities
  • Proactively diagnose and resolve CRM issues impacting campaign execution, reporting, or user experience
  • Document processes, standards, and best practices to support scalability and consistency
  • Collaborate cross-functionally with other teams to translate business goals into CRM solutions
  • Deliver training and enablement support to help users maximize CRM capabilities


Qualifications

  • Experience administering CRM systems and executing marketing automation campaigns
  • Strong understanding of audience segmentation, customer journeys, and data-driven marketing execution
  • Ability to think logically and strategically about automation workflows and communication triggers
  • Experience translating data and performance metrics into actionable improvements
  • Strong problem-solving mindset with the ability to troubleshoot technical issues independently
  • Excellent organizational skills and strong attention to detail
  • Effective communicator who can work with both technical and non-technical stakeholders
  • Self-starter who takes ownership and follows projects through to completion
  • Experience in mortgage or financial services is a plus, but not required


ACM promotes an Equal Employment Opportunity (EEO) workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other status protected by law. If you are disabled and need assistance in the application process, please contact the ACM Human Resources department.

Skills Required

  • Experience administering CRM systems and executing marketing automation campaigns
  • Strong understanding of audience segmentation, customer journeys, and data-driven marketing execution
  • Ability to think logically and strategically about automation workflows and communication triggers
  • Experience translating data and performance metrics into actionable improvements
  • Strong problem-solving mindset with ability to troubleshoot technical issues independently
  • Excellent organizational skills and strong attention to detail
  • Effective communicator who can work with both technical and non-technical stakeholders
  • Self-starter who takes ownership and follows projects through to completion
  • Prior experience using NextWave CRM (campaign management, workflow automation, data maintenance)
  • Experience in mortgage or financial services
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The Company
HQ: Fairfax, VA
317 Employees
Year Founded: 2011

What We Do

Simple. Easy. Stress-Free. We believe that a closed loan is not the end of our relationship - it’s just the beginning. Built on commitment, character, and innovation we are a next generation, customer-focused lender driven by a mission to make the homebuying process simple, easy, and stress-free for our clients. Offering a proprietary blend of technologies, systems, and processes we not only help our clients close on time; we also provide them with free tools and information to continue guiding and helping them make smart decisions around how to manage and more importantly how to leverage their home investment to their benefit. With the most reliable and effective customer support, we offer a wide range of standard to niche-based products to ensure our clients are matched with the best-fit loan to meet their unique needs. To best serve our homebuyers, we maintain complete control of the entire loan process from beginning to end. This provides our clients with the knowledge they need to feel confident in every decision throughout their entire homebuying journey. At ACM, our goal is to help our clients make their next move – be their best move! -------------------------- Atlantic Coast Mortgage, LLC (“ACM”) is an Equal Housing Lender Company NMLS 643114 (For licensing information, go to: www.nmlsconsumeraccess.org) Privacy Policy: www.acmllc.com/privacypolicy Licensure & Product Disclaimers/Disclosures: www.acmllc.com/legal Doing business in Pennsylvania under the trade name ACM, LLC of PA Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to the California Financing Law.

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