TransPecos Banks
  • 13-Mar-2023 to 12-Apr-2023 (CST)
  • IT
  • San Antonio, TX, USA
  • Full Time

Job Description

Job Title: CRM Lead

Summary: We are seeking a highly skilled and experienced CRM Lead to join our organization. The successful candidate will be responsible for managing our customer relationship management (CRM) system and driving customer engagement and loyalty. As a CRM Lead, you must have experience with Salesforce and be able to use it to manage customer data, track customer interactions, and improve overall customer satisfaction.

Wage Type: Salaried

Organizational Structure:

Reports to: Head of Product

Provides guidance to other technical team members

Essential Duties & Responsibilities:

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Manage and maintain the company's Salesforce CRM system.
  • Ensure that customer data is accurate, complete, and up to date.
  • Develop and implement strategies to increase customer engagement and loyalty.
  • Work with cross-functional teams to ensure that customer data is used effectively across the organization.
  • Provide training and support to end-users on Salesforce and other CRM tools.
  • Develop and maintain documentation on Salesforce processes and procedures.
  • Monitor and analyze customer data to identify trends and opportunities for improvement.
  • Develop and implement customer segmentation strategies to improve targeting and personalization.
  • Work with marketing teams to develop and execute targeted campaigns based on customer data.
  • Collaborate with sales teams to develop and implement lead management processes.
  • Develop and implement strategies to improve customer satisfaction and loyalty.


Required Knowledge/Skills:

  • Minimum of 5 years of experience in CRM management, with a focus on Salesforce.
  • Strong understanding of CRM best practices and principles.
  • Experience with Salesforce administration, configuration, and customization.
  • Excellent analytical skills and the ability to analyze and interpret customer data.
  • Effective communication and interpersonal skills.
  • Ability to work independently and in a team environment.
  • Strong project management skills.
  • Attention to detail and the ability to manage multiple tasks simultaneously.


  • Strong project management and organizational skills.
  • Must be a self-starter and self-motivated individual that is goal oriented, organized, and analytical and can bring a positive impact to our organization.
  • Energetic, resourceful, and appropriate work intensity to get the work done
  • Strong people acumen and relationship skills; Naturally pre-disposed to quickly establish positive personal and professional relationship

Desired Experiences:

  • Background or familiarity with financial/banking systems and the associated regulatory requirements
  • Experience performing root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement.
  • Experience supporting and working with cross-functional teams in a dynamic environment.
  • Experience working in a start-up or rapidly growing organization


  • Bachelor's degree in Business Administration, Marketing, or a related field
  • Salesforce certifications are a bonus
  • Non-degree certifications are also considered.


  • Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
  • Must be able to lift to 20 pounds.

If you are a highly motivated individual with a passion for customer engagement and loyalty, then we encourage you to apply for this exciting opportunity. We offer a competitive salary, excellent benefits package, and opportunities for growth and development within our organization.

TransPecos Banks
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