CRM Operations Specialist

We are a tech-enabled growth firm–at the intersection of marketing, consulting & data intelligence–igniting revenue and brand recognition for leading and emerging companies around the world. As a people-first firm, we value diversity in backgrounds and experiences. We strongly believe our people and culture are key to our success. Our vision is to be recognized as the most valued and respected private growth marketing firm in the world–with a scalable brand, culture and services.

As a full-service growth marketing firm, we offer best-in-class services including: SEO, Content Marketing, Paid Media, Social Media Marketing, Programmatic + CTV, Public Relations, Influencer Marketing, Email + SMS, Conversion Rate Optimization, Retail Marketing, Creative, and Web Development. Here at Power Digital, we are hyper-focused on helping brands drive revenue growth and brand recognition, ultimately driving irrefutable value for our clients. 

At the heart of Power Digital is our proprietary technology, nova, which analyzes businesses through first-party data, simplifying investment planning for marketing and diligence in M&A––putting marketers in a strategic seat at the table––and providing value in unparalleled ways. 

Managing billions in media, our dynamic team––of consultative marketers, creatives, analysts and technologists––challenge traditional ways of planning and measurement through meticulous testing and data science across each milestone of the customer journey.

Position Overview: We are seeking a tech-savvy and detail-oriented Sales Support Specialist to join our San Diego office. In this role, you will support our Senior Loan Officers by managing lead distribution, optimizing sales tools, and ensuring efficient sales operations. Your contributions will enable our sales team to focus on client engagement and drive business growth.

Key Responsibilities:

• Manage and distribute leads within our CRM system
• Oversee unassigned mortgage applications and ensure timely allocation
• Optimize online review platforms and maintain accurate profiles for our sales team
• Administer appointment booking software and ensure seamless scheduling
• Supervise outbound communication tools and manage call distributions
• Coordinate our omnichannel communication systems to ensure cohesive client interactions
• Manage caller ID branding to maintain professional representation
• Collaborate with third-party lead vendors to ensure quality and compliance
• Configure contact views in our CRM to enhance sales team efficiency
• Generate and present weekly reports on lead conversion metrics

Qualifications:

• Proven experience in a sales support or operations role, preferably within the mortgage or financial services industry
• Proficiency in CRM systems, with a strong preference for HubSpot experience
• Demonstrated technical aptitude and ability to quickly learn new software tools
• Excellent organizational skills and attention to detail
• Strong analytical skills with the ability to interpret data and generate actionable insights
• Effective communication and interpersonal abilities
• Ability to work both independently and as part of a collaborative team

What We Offer:

• Competitive salary ranging from $72,000 to $92,000, commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• 401(k) with company match
• Opportunities for professional growth and development
• A dynamic and supportive work environment

Power Digital’s people and culture are at the core of our success, which is why diversity in our team’s backgrounds and experiences are paramount. We are an Equal Opportunity Employer and our employees are people with different strengths, experiences, and backgrounds, who strive to make an impact inside and outside of the workplace. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility.

Please be aware of fictitious job openings, consulting engagements, solicitations, or employment offers from suspicious sources. These engagements may be an attempt to obtain private information, or to induce you to pay a fee for services related to recruitment or training. Power Digital does NOT charge any application, processing, or training fee at any stage of the recruitment or hiring process. All genuine job openings will be posted on our careers page at https://powerdigitalmarketing.com/company/careers/. If you have any doubts about the authenticity of any messaging behalf of Power Digital, please send us an email at recruiting@powerdigital.com before taking any further action in relation to the correspondence.