Position Details
About this role
This role involves managing CRM operations and integrating CRM with LOS and other enterprise platforms to ensure seamless data flow and operational efficiency.
Key Responsibilities
- Administer CRM objects and automations
- Design and maintain integrations with LOS
- Manage APIs and webhooks
- Ensure data quality and compliance
- Develop reports and dashboards
Technical Overview
The technical scope includes CRM systems, APIs, webhooks, iPaaS tools, and data governance frameworks, supporting mortgage and financial data processes.
Ideal Candidate
The ideal candidate is a mid-level CRM administrator with 4+ years of experience managing data integrations between CRM and LOS platforms, with strong API and webhooks skills, preferably in mortgage or financial services.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of CRM administration experience, No experience with LOS platforms, Less than 4 years of relevant experience, No API or webhooks knowledge
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