FULL TIME CRM & MARKETING AUTOMATIONS PRO

WHO WE ARE AND WHAT WE DO:
Fivestar Tax Pros (FTP) is a United States based family-owned Tax Software Service Bureau with over 15 years’ experience in the tax industry. As a Service Bureau we are committed to our mission of helping TaxPros win and have established 32 TaxPro Partners representing over 100 tax offices. We are looking grow our dynamic team with a dedicated CRM Manager to boost our digital marketing efforts to set our business apart. We believe in family, teamwork, and diversity and we’re excited to welcome the selected CRM Manager to the Fivestar family.

POSITION OVERVIEW:
The CRM Manager will be our reliable, go-to source for all things CRM taking 100% ownership and accountability and will report directly to the co-owners. The CRM Manager leads all operational aspects and technical interfaces for CRM success.
The CRM Manager will apply Fivestar Tax Pros’ business objectives to implement, monitor and improve CRM processes to capture and retain leads/clients.

QUALIFICATIONS AND SKILLS FOR SUCCESS
-Minimum of 2 years’ CRM experience with Subject Matter Expert level understanding of CRM functionality, automated marketing workflows and pipelines to include SMS text, and email campaigns.
-Proficient written and verbal English
-Familiarity with API, website development, and SEO
-Up to date knowledge of industry best practices related to CRM and digital marketing
-Ability to collaborate with a team and build productive working relationships
-Proactive, results driven problem solver with attention to detail and deadlines
CRM OWNERSHIP & CAMPAIGN EXECUTION
-Adapt to established CRM software and oversee execution of timely campaigns
-Communicate upcoming CRM management initiatives
-Manage CRM marketing from end to end to include testing, pipelines, workflows, linking, etc.
-Perform CRM maintenance and troubleshoot automation deliverability and data flow triggers
-Execute client facing and analytical CRM campaigns from leads to paying clients
-Communicate CRM expert opinions, recommendations and best practices
-Recommend marketing and customer insights
-Ensure messaging alignment with Fivestar TaxPro business goals.

GENERATE & MANAGE LEADS AND CONTACTS
-Generate leads for marketing efforts to convert leads from nurture stage to conversion
-Capture and filter leads
-Monitor CRM contacts to ensure data is captured in applicable marketing automation.
-Track interactions with leads and clients
-Automate client feedback such as surveys and Google reviews

AUTOMATE REPETITIVE TASKS & COMMUNICATION TO IMPROVE SALES
-Execute automated email and SMS text marketing
-Execute customized leads nurturing email campaigns
-xecute automated email and SMS text marketing campaigns
-Automate set reminders for sales reps and tax preparers to follow up with leads and clients
-Automate prerecorded messages and emails
-Monitor campaign performance metrics and adjust accordingly
-Filter potential leads, making it easier for sales rep to target the right leads.

TOOLS FOR SUCCESS:
Our goal is to build a long-term relationship built on trust. We understand that your success in this role requires commitment on our end as well. The list below is not all inclusive, but summarizes some of the training and resources you can expect from us to ensure your long term success:

-Immediate access to all Tools and Systems
-Written and video training resources
-Standard operating procedures guide
-Open communication and feedback
-Paid Performance bonuses