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Manager, Customer Relationship Management

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Manager of Customer Relationship Management leading the CRM team and strategy for Everwise. Responsible for product success, roadmap management, and stakeholder collaboration.

Posted 7/4/2026full-timeCarmel • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Define and refine the strategy for the enterprise-wide CRM solution.
  • Develop and manage the roadmap for the enterprise-wide CRM solution.
  • Perform market research to identify CRM trends and latest strategies.
  • Manage relationships with the CRM Vendor (Creatio) and the CRM Implementation Partner (Solutions Metrix).
  • Develop and enforce CRM governance policies and procedures.
  • Oversee the implementation and ongoing operation of the CRM solution.
  • Identify areas for CRM solution improvements / innovations working closely with the Department CRM Owners.
  • Capture stakeholder needs and manage expectations.
  • Identify relevant CRM use-cases according to organizational strategic goals and objectives collaborating with leaders in marketing, sales, servicing, and operations departments.
  • Identify and prioritize epics and user stories for the CRM Product Backlog in collaboration with the Department CRM Owners and the CRM Analyst.
  • Manage the CRM Analyst, set goals, and conduct performance reviews.
  • Assume additional responsibilities as necessary for the continued growth and advancement of Everwise.

Requirements

What you’ll need
  • Bachelor’s degree in information technology, business administration or equivalent work experience.
  • 2+ years leadership experience.
  • 4+ years’ experience working with Customer Relationship Management (CRM) solutions.
  • Experience in a credit union or financial services environment strongly preferred.
  • Knowledge of financial services products and services, member acquisition and retention strategies, and experience interacting with financial services members and prospects.
  • Experience working with Business Process Management (BPM) solutions preferred.
  • Experience working with Agile methodologies.
  • Experience with the Creatio CRM solution is highly appreciated.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and collection management software.
  • Product Manager Certification preferred.
  • Possession of certification from Creatio Academy or other product management certifications are highly appreciated.

Benefits

Comp & perks
  • Everwise is an equal opportunity employer.
  • Committed to creating an inclusive environment for all employees.

ATS Keywords

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Hard Skills & Tools
Customer Relationship ManagementBusiness Process ManagementMarket ResearchCRM Governance PoliciesUser Story PrioritizationStakeholder Needs CaptureCRM Product Backlog ManagementFinancial Services KnowledgeMember Acquisition StrategiesPerformance Review Management
Soft Skills
Relationship ManagementExpectation ManagementCollaborationGoal Setting
Certifications
Product Manager CertificationCreatio Academy Certification