CRM Lead / Patient Executive Manager at Smile 360 Dental Specialists

Role Overview

• As the CRM Lead, you will be responsible for driving customer engagement, improving patient experience, and optimizing our CRM strategies. 
• This role is critical in managing our customer relationships, ensuring efficient lead generation, and increasing bookings that directly impact our bottom line.

Key Responsibilities

• Develop and execute CRM strategies to enhance patient engagement and retention.
• Oversee CRM system management (Salesforce, HubSpot, Microsoft Dynamics, etc.) to ensure data accuracy, segmentation, and reporting.
• Lead cross-functional collaboration between marketing, sales, and customer service teams.
• Implement automation workflows and optimize customer touchpoints.
• Analyze CRM performance metrics and develop insights for decision-making.
• Ensure alignment between CRM tools and business growth objectives.

What You Bring
Education: 

• Bachelor's Degree in Business Administration, Marketing, Communications, or a related field.

Experience:

• 5+ years in CRM management or a related role.
• Hands-on experience with CRM platforms like Salesforce, HubSpot, Microsoft Dynamics, or Zoho CRM.
• Strong background in sales processes, customer service strategies, and marketing automation.
• Leadership experience managing teams or cross-functional projects.
• Proficiency in data analysis and performance tracking for CRM effectiveness.

Skills & Competencies:

• CRM Software Expertise – Customization, automation, and reporting.
• Data Management & Analytics – Understanding customer behavior and performance tracking.
• Project Management – Experience in implementing CRM initiatives.
• Communication & Problem-Solving – Ability to engage stakeholders and improve processes.
• Customer-Centric Approach – Focused on enhancing the patient experience.

Preferred Certifications (Good to Have):

• Salesforce Certified Administrator or Developer.
• HubSpot CRM Certification.
• Microsoft Certified: Dynamics 365 Fundamentals.
• Google Analytics Certification.

Why Join Us?
This role is critical to our business's success. You will:

• Strengthen customer relationships and brand loyalty.
• Maximize CRM tools for improved patient experience.
• Align marketing and sales strategies for better results.
• Leverage data-driven insights for smarter business decisions.
• Increase revenue and optimize customer lifecycle management.

What We Offer

• Competitive salary based on experience.
• Performance-based bonuses.
• Health and dental benefits.
• Career growth opportunities.
• A flexible and supportive work environment.