CRM Marketing Technology Senior Specialist

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The CRM Marketing Technology Senior Specialist is responsible for the configuration, integration, and ongoing optimization of marketing technology platforms. This role ensures that systems such as marketing automation tools, CRM, and other digital platforms are seamlessly connected, scalable, and aligned with CCM’s business objectives. The CRM Marketing Technology Senior Specialist works closely with the Marketing Department, Sales Department, IT Department, and external vendors, while supporting technical integrations, data accuracy, campaign execution, and performance tracking. This role empowers the Marketing and Sales teams to deliver personalized, measurable, and efficient customer experiences.

Job Responsibilities:

• Lead and manage multiple medium-to-large, moderately to highly complex projects, overseeing every phase from initial concept through to successful completion.

• Provide marketing and technology support to the digital and performance marketing teams, agencies, and third-party vendors.

• Design and implement marketing and technology best practices, guidelines and repeatable processes to optimize marketing and technology operations.

• Establish and maintain CRMs to integrate and align with other digital marketing technology solutions, enhancing revenue growth and optimizing client experience.

• Conduct research and gather documentation for requirements related to new CRM and marketing technology (MarTech) initiatives slated for implementation.

• Translate business requirements into clear technical specifications to support the development of reports and dashboards, leveraging data from multiple sources.

• Drive the integration and testing of complementary technologies that strength and expand the Marketing Technology network.

• Maintain detailed documentation of system configurations, workflows, and integrations to support scalability and knowledge sharing.

• Support the development, implementation, and management of automated workflows, multi-channel marketing assets (email, SMS, print), lead scoring models and automated marketing campaigns to optimize lead nurturing and conversion efficiency.

• Ensure all digital platforms comply with industry best practices and legal/regulatory requirements, including DNC, CAN-SPAM, GDPR, and CCPA.

• Create and manage proactive monitoring across all platforms to minimize potential disruptions, collaborating with developers and IT teams to ensure optimal performance, scalability, and well-structured data environments.

• Remain up-to-date with emerging CRM best practices and digital technologies to drive innovation, improve processes, and meet compliance guidelines.

Qualifications and Skills:

• Bachelor’s Degree in Marketing, Data Analytics, or related field.

• 4+ years of experience using marketing automation, CRM, and data integration tools.

• Mortgage experience with a solid understanding of mortgage processes, terminology, and regulatory requirements, preferred.

• Experience collaborating with personnel at all levels within an organization.

• Experience in concisely communicating complex information to internal and external audiences.

• Knowledge in APIs, integrations, and data flow between systems.

• Knowledge in HTML/CSS and email marketing best practices.

• Excellent communication, collaboration, and project management skills.

• Excellent problem-solving skills with a history of performing effectively under high pressure while meeting tight deadlines.

• Excellent critical thinking and attention to detail skills.

• Proficient in marketing technology platforms such as HubSpot, Marketo, Salesforce, and Mortgage CRMs.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.