CRM Strategist

CRM Strategist

Vision Point Marketing is on a mission to become higher education’s most trusted enrollment marketing partner. As a full-service agency, we collaborate with colleges and universities nationwide to strengthen brands, accelerate marketing performance, and drive measurable enrollment growth. Our award-winning work is showcased on national conference stages, but our greatest pride is making life easier—and more successful—for our client partners. Headquartered in Raleigh, NC, we operate as a remote-first company with Vision Pointers across every U.S. time zone, while offering hybrid and in‑person options for those near our headquarters.

As a CRM Strategist at Vision Point, you'll have the opportunity to shape how we develop and execute CRM strategies that drive meaningful results for our clients. As part of our Strategy Team, you'll work alongside marketing strategists to connect marketing strategy, customer journeys, and CRM technology, helping colleges and universities create better experiences for prospective students and achieve their enrollment goals.

This role offers a unique combination of strategic thinking and hands‑on execution. You'll be involved in developing the strategy, identifying opportunities, designing solutions, and bringing those solutions to life through CRM implementation and optimization. You'll have a voice in determining not just how we execute the work, but what we recommend to our clients and why.

As an official Slate and Element
451 partner, Vision Point works across multiple CRM platforms to ensure our clients have the right technology, strategy, and processes in place to achieve their goals. We remain intentionally CRM agnostic, and your expertise will help us support clients across a variety of platforms, including Salesforce and other CRM solutions.

You'll collaborate closely with marketing strategists, account directors, project managers, and other specialists while working directly with clients to understand their goals, develop solutions, and lead CRM implementations and optimization efforts.

Whether your background is in higher education or another industry, we're looking for someone who understands how CRM technology supports the customer journey and is excited about using that expertise to influence strategy, improve customer experiences, and deliver measurable results.

• Partner with Marketing Strategists to develop integrated marketing and CRM strategies that support client goals and improve the customer journey.
• Conduct audits of client CRM systems to assess current configuration, functionality, utilization, and opportunities for improvement.
• Develop CRM project goals, strategies, and implementation plans that translate client objectives into actionable solutions.
• Lead CRM implementations and optimization efforts, applying technical knowledge of CRM data structures, integrations, workflows, and user experience to translate strategy into effective solutions.
• Provide strategic guidance and hands‑on execution across key CRM functions, including
  • Data management
  • Governance
  • Lead capture, management, and nurture
  • Event management
  • Multip‑channel Orchestration
  • System integrations and workflow automation
• Interaction tracking
• Application and forms
• Analytics and reporting
• Audience segmentation and personalization
• Marketing automation and communication journeys
• Identify gaps, risks, and opportunities within client CRM systems and recommend solutions that improve performance and operational efficiency.
• Collaborate with clients and internal teams to establish project priorities, develop implementation plans, and ensure successful execution.
• Develop reporting and analytics to measure CRM performance, marketing…