Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they're woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You'll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? 

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

1. Up to $15K available for continuing education
2. Student Loan Paydown
3. Adoption Assistance Reimbursement
4. Wellness Programs
5. Gym membership reimbursement
6. Formal Career Development Resources
7. Financial Wellness Resources
8. Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

1. Generous PTO Plan—20 days for new hires
2. Paid Maternal & Parental Leave
3. Competitive Retirement Plan
4. Competitive medical, dental & vision plans
5. Company paid Telehealth services.
6. Company paid Short Term Disability
7. And more……….!

The starting salary for this role is $85,376. 

About the role:

The CRM Administrator will manage, support and maintain PenAir's CRM platform. This role is critical to ensure the CRM platform meets the needs of the business through data flows, API integrations, and custom automation workflows. Works closely with CRM Product Owner to ensure strategic alignment. The ideal candidate will have experience in CRM administration within a financial services or credit union environment and a passion for improving member experience through data-driven solutions.

Major Duties and Responsibilities:

• CRM System Administration -Administrate and maintain the CRM platform ensuring data integrity, system performance, and user access / privileges. Develops, implements, and maintains automated workflows and required API integrations to support business processes. Collaborate with member experience team to identify CRM needs and implement technology solutions. Analyzes potential needs and recommends improvements and/or modifications to the CRM platform.  Develops, defines, and documents procedures, processes, and best practices related to CRM database. Troubleshoots problems and delivers ongoing technical support and training for system users. Develop and maintain API integrations and webhook layers between the core Symitar system, data warehouse, and external data sources using API Management platform (BOOMI). Collaborate with the CRM vendor team to support ongoing enhancements, troubleshoot issues, and implement software patches, while maintaining a strong understanding of the overall CRM architecture and functionality. 
• Data & Reporting -Ensure accurate member data entry, segmentation, and deduplication. Generate reports and analytics to support marketing campaigns, member outreach, and operational decisions. Monitor KPIs and provide insights to improve member engagement and retention. Integrated Power BI with CRM Platform to create a centralized data access system for the Member Experience team, enabling streamlined reporting and improved decision-making. 
• Integration & Compliance -Work with IT and vendors to integrate CRM with core systems, marketing platforms, and other tools. Ensure CRM practices comply with data privacy regulations and credit union policies. 
• System Oversight & Enhancement Planning- Collaborate with CRM Product Owner to oversee CRM management, including user access, configuration, and data integrity. Work closely with CRM Product Owner and cross functional teams to plan and phase system enhancements, integrations with credit union systems, and vendor coordination. 
• Performs other job-related duties as assigned.

Minimum Qualifications:

Experience

• 35 years in CRM Administrator, or Data & Analytics experience, preferably within financial services or credit union environments. Experience managing cross-functional initiatives and working with Business stakeholders on system enhancements.

Education/Certifications/Licenses

• Bachelor's degree in computer science, or related field required. Technical Certifications in CRM platforms (e.g., Creatio (Preferred), Microsoft Dynamics, Salesforce, HubSpot etc.).

Interpersonal Skills

• Strong communication and relationship-building skills across technical and non-technical teams. Ability to translate business needs into system requirements and foster collaboration between departments.

Other Skills:

• Familiarity with CRM platforms and integrations (e.g., HubSpot, Creatio, Microsoft). Skilled in data and API management using Boomi, with hands-on experience in analytics and reporting tools such as Power BI. Experience with Agile/Scrum methodologies and backlog management tools (e.g., Jira, Azure DevOps).

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status

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