CRM Manager

CRM Manager## CRM Manager Apply:
On Site:
Lebanon, TN:
Full time:
Posted Yesterday:
JR1000214

It's fun to work in a company where people truly BELIEVE in what they're doing!  We're committed to bringing passion and customer focus to the business.
** CRM Manager
***
* LOCATION:

Lebanon, TN*
* ** If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.
**** ABOUT US
** Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated.

Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
** ABOUT THE POSITION
**** Power Behind the Promise
** If Retail is the face of our brand, Operations is the heartbeat that keeps everything moving. In an Operations role, you’re the unseen hero ensuring every process runs smoothly so customers experience consistency and trust every single day. You may not interact with customers directly, but your impact is undeniable—you’re the reason the organization stays strong, secure, and ready for whatever challenges come our way.

Think of yourself as part of the vital system that keeps the big picture alive, year after year. When you thrive, the entire organization thrives.  
** POSITION SUMMARY
** The CRM Manager maintains the Customer Relationship Management (CRM) system, verifies data integrity, and creates reporting. This position supports marketing campaigns and sales opportunities by creating and presenting training, maintaining system codes, and preparing reports. The CRM Manager reports to the Enterprise Deposit Strategist and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
** POSITION DUTIES AND RESPONSIBILITIES
*** Maintain the CRM system by verifying data integrity daily to include confirming data is accurate
* Monitor and maintain system configuration on a daily, weekly and monthly basis and create and revise templates as needed
* Provide leadership to team members including training, coaching, and mentoring
* Add or remove employee profiles, assist with building dashboard, and reset passwords as needed
* Monitor daily data load execution to include loading of third-party file
* Support marketing campaigns and sales opportunities by creating and presenting training, maintaining codes, fields, groups, etc., and preparing reports
* Support the sales incentive program and compensation through tracking of referrals, cross-sell, etc.
* Responsible for training new and current system users
* Manage CRM system enhancements
* Assist with development and implementation of new phases as future capabilities are introduced, collaborate with business units to develop enhancements as workflow changes
* Partner with vendor regarding enhancements and automation projects to include staying informed of new CRM releases
* Organize releases, testing, and communication regarding releases
* Serve as point of contact for team member questions regarding system functionality, proper usage, and data-related questions
* Collaborate with cross-functional leadership and partnerships to optimize customer experience, sales results, and operational efficiencies
* Maintain professional and…