CRM Experience Manager

Company: Consumers Credit Union
Location: Gurnee
Posted on: May 24, 2023

Job Description:

DescriptionJoin a Great Place To Work certified company! Consumers Credit Union (CCU) is hiring - join our team as a CRM Experience Manager!
This is an exciting new opportunity that plays a critical part in both the successful build and long-term development of our new CRM (customer relationship management) platform, Creatio.
What you'll do in this role:
As the CRM Experience Manager, you'll work with the CRM end-users to understand the user experience and identify areas for improvement in workflows and interfaces. This includes collaborating with different business units to achieve both operational and strategic goals through CRM integrations and related initiatives. You'll also maintain and develop the CRM platform roadmap, evaluate future enhancements, and support new feature testing and release procedures.
This is a "flex" position with potential work from home days along with onsite days based at our Gurnee corporate office. In 2024, we will move to our new location in Lake Forest but will still offer a flex schedule!
This work includes:

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• Working with CRM platform end-user teams to understand the current and target user experience. Documenting points of friction in existing user journeys and proactively identify opportunities to improve the user experience and related workflows.
  
• Collaborating with business units to pursue strategic goals through CRM integrations, development, related apps, and initiatives.
  
• Working closely with the CRM business analyst and system administrator to document, refine, and prioritize platform enhancements and fixes.
  
• Collaborating with learning & development, and service delivery teams to proactively inform, train, and embed new user features and workflows.
  
• Providing key input and recommendations to the CRM steering committee to align on platform roadmap and priorities. Developing and maintaining CRM platform roadmap.
  
• Proactively evaluate coming platform release notes and recommend immediate and potential future enhancements with the help of the system administrator and business analyst. Supporting new feature testing and release procedures.
  
  What we're looking for:
  
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  • Bachelor's Degree in business, Information Systems, Technology or Related- Preferred
    
  • 4+ years' experience in financial services - Preferred
    
  • 2+ years' experience in CRM Platform Management; role in a product management or platform admin function- Preferred
    
  • 2+ years' experience working with Creatio - Preferred
    
  • Ability to build effective relationships across the organization
    
  • Excellent problem solving, time management, and organizational skills
    
  • Experience matching platform release features with business needs
    
    At CCU you'll enjoy:
    An awesome culture that appreciates hard work and delivers on fun, collaboration, respect, and innovation. Add competitive pay and a company that believes in developing our employees to their fullest potential and we're the total package!
    CCU offers a comprehensive benefits package designed with you and your family in mind:
    
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    • FREE basic life, short term and long-term disability insurance. And we have a FREE employee-only fitness center!
      
    • Multiple plan options for medical and dental, vision coverage, tax-advantaged spending accounts, employee assistance program, tuition assistance, student loan assistance and more.
      
    • Time for rest, relaxation, volunteer activities, and personal interests with 11 company paid holidays, plus CCYou Day - a paid day off when you can focus on your wellbeing and generous paid time off - accrue up to 4 weeks of PTO in your first year!
      
    • Retirement plans - We've got two of them to help provide for long term financial stability! A 401k with company matching, and a pension plan that is fully funded by CCU.
      
      More about CCU
      We're Consumers Credit Union (CCU) and our mission is to empower our members to live better lives.
      We're a financial institution just like a bank, except not exactly. Banks have customers, but because we're a not-for-profit, member-owned credit union, we have members. And because we're not a bank, we don't drive up profits just because shareholders demand it. Instead, we focus on driving up member happiness through low loan rates, high deposit rates and low- or no-fee products and services. We focus on things like transparency, simplicity, helpfulness, integrity, positivity and inclusion - and we always put our members first.
      In fact, we serve over 200,000 members and have over $3 billion in assets. We employ nearly 500 people in the Chicago area and have 16 branch locations in Illinois. We offer access to a national shared branching network, and more than 80,000 surcharge-free ATMs worldwide. And although we've been around for over 90 years, we're just getting started!
      Equal Opportunity Employer
      CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.
      We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: or 877-275-2228.
      
      

Keywords: Consumers Credit Union, Waukegan , CRM Experience Manager, Executive , Gurnee, Illinois