CRM Coordinator

CRM Coordinator FMSbonds, Inc. Boca Raton, FL Job Details Full-time 15 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Life insurance Qualifications Teamwork Microsoft Excel WordPress Attention to detail Data entry Organizational skills Mailchimp Full Job Description Position Overview The CRM (Customer Relationship Management) Coordinator is part of a team that manages and optimizes the company's CRM system to improve customer engagement, retention, and overall sales performance. This role involves data management, reporting, and cross-team collaboration Responsibilities Maintain and update customer data within the CRM system to ensure accuracy and completeness Monitor and assign incoming web leads Support brokers with CRM updates and system questions Answer incoming calls (client login help, routing, basic troubleshooting) Monitor shared inboxes and route requests appropriately Send approved offerings and communications Track new accounts and pending documents Update website (WordPress) Assist with email marketing campaigns (Mailchimp) Enter new bonds/CUSIPs into internal systems Help keep internal reports and spreadsheets accurate You'll work in Outlook, Excel, Teams, our proprietary systems, and marketing tools. Skills & Qualifications Strong attention to detail Experience with CRM platforms (we use proprietary software) Proficiency in Microsoft Outlook, Excel, and Teams Comfortable learning multiple systems Basic understanding of email marketing and automation tools Able to carefully follow processes in a regulated environment Excellent communication and organizational skills Ability to manage multiple tasks and deadlines. Key Competencies Demonstrates a genuine interest in professional growth and continuous improvement, beyond simply completing assigned tasks Actively seeks opportunities to learn, improve, and take on increasing responsibility over time Self-starter who looks for solutions before escalating issues Demonstrates confidence to seek clarification and ask questions without being overly directive or defensive, fostering a positive and collaborative work environment

Benefits:

401(k) Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance

Experience:

WordPress:

1 year (Required)

Mailchimp:

1 year (Preferred) Ability to

Commute:

Boca Raton, FL 33431 (Required)

Work Location:

In person