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Sales Strategy and Support Manager (Contact Central) - Home Lending - Columbus, OH

Req #: 170040333
Location: Columbus, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Position Summary: The CRM Project Manager reports to the Lead Management Technology Director or the Sales Strategy Support Manager and may manage employees to support the lead management technology effort.


The following activities are assigned to this position:

•Act as the business owner for Contact Central, the proprietary Lead Management and Customer Relationship Management (CRM) system used by Chase Mortgage Banking, acting as the point of contact for prioritization of features and integrations.

•Partner with our developers and external technology partners to implement features.

•Act as the voice of Contact Central, to optimize adoption and usage.

•Actively participate in run-the-engine activities for Contact Central – vendor oversight, data integrations, escalations, new development, roadmap prioritization, etc

•Engage with Marketing and Sales partners to develop new programs and ensure existing programs are optimized.

•Manage the ongoing roadmap and maintain/develop the system to ensure optimal lead management.

•Recruit and Manage a team of Sales Support Managers

•Coach performance and lead employee career progression.  

•Assist with the construction of required reporting to monitor and illustrate sales performance

•Facilitate communication between the sales team and internal partners on active initiatives.

•Ability to lead client focused initiatives that require cross functional participation.

•As needed, manage projects to pursue additional growth strategies for mortgage.

•Represent the sales team’s and customers’ perspectives to all internal departments


This position requires a high level of strategy and analysis to translate initiatives in to action plans. 


Principal Duties and Responsibilities

1.Manage Contact Central, the CRM platform for Mortgage Banking Originations.

2.Become an expert in Contact Central and the sales teams’ usage of the tool, and be an advocate for the development roadmap.

3.Become an expert in the needs of our mortgage sales force, and translate those needs into technology enablement solutions.

4.People Management: Evaluate team’s activities and enhance team contributions to sales force effectiveness

5.Manage Sales Support Managers

6.Business Process Management: Simplify all sales business processes. Capture and communicate effects of all business decisions on Sales stakeholders

7.Participate in requests for strategic opportunities and provide analysis of strategic decisions

8.Coordinate routine sales reporting as needed on a periodic basis

9.Act as point of contact for internal partners and assist with information coordination




Experience in a sales (or sales management) role, preferably in Mortgage preferred.  Masters in Business or finance and 5+ years of mortgage or lead management/CRM technology experience is preferred.  Experience with marketing, technology program management, and project management preferred. 

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