CRM Strategist

CRM Strategist

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.

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.

• 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.

The ideal candidate possess the following skills, interest and experience:

• 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.

VisionPoint Marketing is committed to building a diverse and inclusive work environment and believes that skills are cultivated through a range of experiences. Even if your past work doesn’t meet all of the preferred qualifications, we still encourage you to apply if you are enthusiastic about this opportunity!

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.