As a CRM Strategist at VisionPoint, you’ll author high-level, full-service CRM strategies that guide and
support our higher education clients to achieve their enrollment goals. You’ll work collaboratively with
marketing strategists, research analysts, account directors, and project managers in direct consultation
with our clients to develop CRM strategy and ensure effective implementation. CRM projects will often
require you to exude passion for in-depth, creative approaches to develop innovative, data-driven
strategies, and achieve alignment with client objectives and goals. Your work will achieve a broad range
of CRM technical setup, implementation and evaluative goals. You will play a proactive role in creating
work plans with a clear, phased approach to task completion while identifying gaps, risks, and barriers as
you manage client expectations. Overall, you’ll ensure VisionPoint’s business success by contributing to
the pursuit of new business opportunities and expanding existing business within CRM strategy and


  • Conduct reviews of client CRM system, implementation, and use
  • Author high level CRM project goals and strategies for development and use of CRM systems
  • Provide expert guidance and support on execution of CRM strategy
  • Use technical knowledge of CRM data structures, data integrations, interfaces, and user experience to implement or improve client CRM systems
  • Lead optimization efforts in CRM:
    • Data management
    • Governance
    • Communications
    • Event management
    • Interaction tracking
    • Application and forms
    • Analytics and reporting
  • Contribute to CRM partnership programs
  • Develop reporting and analytics to measure system performance and ROI


  • Bachelor’s degree in marketing, business, communications, liberal arts, or relevant field. Master’s preferred
  • 5+ years of CRM experience using multiple CRM platforms
  • Strong oral, written, presentation and interpersonal skills
  • Tech-savvy with strong analytical problem-solving and decision-making skills
  • Ability to be a team player and work with others toward common goals
  • Impeccable time management, organizational skills, attention to detail, and follow-through
  • Quick learner and self-starter who delivers work that’s excellent and efficient
  • Sense of ownership and accountability to the goals, the client, and the team
  • Desire to thrive in a fast-paced, often changing environment
  • Thirst for knowledge and commitment to growth
  • Proficient in Microsoft Office Suite and/or the Google Drive Suite, especially Excel/Sheets.
  • Comfortable learning new software as needed.
  • Actively contribute to VisionPoint’s culture


Commensurate with experience.


At VisionPoint, we believe that a strong culture is as much a valued benefit as health insurance, PTO and 401k. That’s why it’s important to us that future team members connect with – and contribute to – our culture. Our communication, our collaboration, our satisfaction and our growth are largely dependent upon whether we all, as individuals, embrace and live out our values. We believe in the work we do, we support each other, we work hard and we like to have a bit of fun too. When it comes right down to it, happy and fulfilled team members produce better work, and better work is what drives us every day.

VisionPoint Marketing fully subscribes to the principles of Equal Employment Opportunity. It is our policy
to provide employment, compensation, and other benefits related to employment based on
qualifications, without regard to race, color, religion, national origin, age, sex, veteran status, genetic
information, disability, or any other basis prohibited by federal, state or local law.