CRM Manager, Small Business Capital (SBA)
Byline Bank

Job Info

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Notice Regarding Covid Vaccine-Mandate:

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the Bank’s vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape.

To that end, we have concluded that the best way to ensure the safety of these individuals is to mandate that all of our newly-hired employees be fully vaccinated for COVID-19. Therefore, when considering whether to apply for this position, please know that in order to become employed by Byline (if otherwise eligible), you must provide satisfactory proof, such as a vaccine card or other documentation, that you are fully vaccinated for COVID-19. You will not be required to provide this proof unless and until requested by Byline.

Individuals are considered fully vaccinated:

- Two weeks after receiving the second dose of a two-dose vaccine (e.g., Pfizer or Moderna); or

- Two weeks after receiving one dose of a single-dose vaccine (e.g., Johnson and Johnson).

Please also know that Byline will provide accommodations to qualified individuals who cannot receive the COVID-19 vaccination because of a sincerely held religious belief or due to a medical issue and/or disability, individuals for whom the vaccine is medically contraindicated for them, or if medical necessity requires a delay in vaccination.

The CRM Manager will deliver on the strategic direction of Byline Bank’s Small Business Capital (SBC) CRM program by bringing use cases to life for customers and associates in all channels, delivering on our vision of real-time "1 to 1 marketing." Support CRM tactics to drive accountability in partners from technology, analytics, channel support, pricing, finance and project management.

Essential Duties and Responsibilities:

• Support the planning and delivering of CRM strategies across the Bank encouraging customer retention and customer loyalty.
• Oversee direct communications with customers through the CRM.
• Maximize customer lifetime value strategies ensuring maximum profitability.
• Utilize customer segments to effectively target marketing activities.
• Develop testing strategies for all aspects of the CRM to ensure the most effective approach for the company
• Manage the overall delivery of CRM campaigns across channels.
• Generate CRM reports and analyze results to provide guidance on future marketing actions based on analysis.
• Conducts research and provides insight on marketing campaigns by using data from different channels and platforms, as well as from customer research.
• Define marketing requirements for targeted audiences by collaborating with cross-functional teams.
• Prioritize and plan use cases for upcoming campaigns and initiatives in driving engagement with respect to established marketing critical metrics
• Partner with other departments to identify, consolidate, and integrate customer and business needs and customer insights to prioritize project needs and requirements.
• Implement best in class digital experiences and ensure progress is being made against project goals.
• Contribute to process changes, decisions and business shifts necessary to achieve success through personalization.
• Ensure that value propositions, tactics, and messaging are coordinated and consistent with overall marketing and channel strategies.

Education & Experience:

• Bachelor's degree in Marketing or related field or equivalent combination of education and experience
• 5+ years marketing experience
• Strong cross-functional experience
• Understanding of CRM marketing standard methodologies
• Excellent oral and written communications skills
• Advanced proficiency with Microsoft Office Applications (Excel, Word, PowerPoint, etc.)

Preferred Qualifications:

• Graduate education in strategy, marketing, analytics or related business field
• Customer experience design and management through roles in marketing, corporate strategy, digital technology or communications fields

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