CRM Manager

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 accurateMonitor and maintain system configuration on a daily, weekly and monthly basis and create and revise templates as neededProvide 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 reportsSupport the sales incentive program and compensation through tracking of referrals, cross-sell, etc.Responsible for training new and current system usersManage CRM system enhancementsAssist with development and implementation of new phases as future capabilities are introduced, collaborate with business units to develop enhancements as workflow changesPartner with vendor regarding enhancements and automation projects to include staying informed of new CRM releasesOrganize releases, testing, and communication regarding releasesServe as point of contact for team member questions regarding system functionality, proper usage, and data-related questionsCollaborate with cross-functional leadership and partnerships to optimize customer experience, sales results, and operational efficienciesMaintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associationsAttend training as requestedAdhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering ProgramParticipate in outside community activities as requiredPerform other duties as assigned Required Qualifications High School diploma or GED5 years of CRM system experienceKnowledge of sales, marketing, and operations as relates to the overall use of the CRM systemProficient with Microsoft Office and other standard software applicationsAbility to handle a heavy workflow in a courteous and professional mannerAbility to build relationships with customers and internal teammatesAdvanced organization and time management skillsAbility to develop and maintain knowledge of Bank products, services, policies, procedures, and systemsMaintain a professional demeanor at all timesAbility to work on multiple projects simultaneously while accomplishing daily tasksEffective verbal and written communication skillsExcellent interpersonal skillsCritical thinking and problem-solving skillsHigh standards for integrity, honesty, professionalism, and work ethicCommitment to service excellenceAbility to work independently while demonstrating excellent organization and follow throughDemonstrate flexible and efficient time management and ability to prioritize workloadAbility and willingness to work with purpose and a strong sense of urgencySelf-motivated, positive, and enthusiasticSelf-starter with a strong desire to exceed expectations and capable of supporting a teamMaintain confidentiality discretionAbility to effectively work in collaboration with others to achieve business objectivesWilling to grow and be challenged Comprehensive Benefits & Recognition We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide. GROW WITH US “Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.