Marketing Specialist / CRM Coordinator

Marketing Specialist / CRM Coordinator Job ID: 87823 Location: Boca Raton, Florida Overview: We are seeking a highly detail-oriented CRM Coordinator to support the day-to-day management and ongoing enhancement of our CRM platform. This role plays a key part in maintaining data integrity, supporting internal users, and helping drive efficient communication across teams. The ideal candidate thrives in a structured environment and enjoys working with systems, data, and process-driven tasks. What you will be doing: Maintain, audit, and update customer records within the CRM to ensure data accuracy and consistency Review, distribute, and track incoming web leads in a timely manner Provide internal support for CRM-related updates, questions, and basic troubleshooting Manage inbound inquiries, including call handling, login assistance, and request routing Oversee shared inboxes and ensure proper follow-up and assignment of requests Distribute approved client communications and monitor account activity Track new account setups and outstanding documentation requirements Assist with website updates using WordPress Support execution of email campaigns through marketing platforms such as Mailchimp Input and maintain financial instruments (e.g., bonds/CUSIPs) within internal systems Maintain internal trackers, reports, and spreadsheets with a high level of accuracy Systems & Tools Microsoft Outlook, Excel, Teams CRM platforms (proprietary systems) WordPress (basic updates) Email marketing tools (e.g., Mailchimp) What you must have: Prior experience working within CRM systems or data management environments Strong proficiency in Microsoft Office, particularly Excel and Outlook Exceptional attention to detail and organizational skills Ability to manage multiple priorities in a fast-paced setting Strong written and verbal communication skills What We're Looking For Proactive and resourceful; takes initiative to resolve issues independently Naturally curious with a desire to learn systems and improve processes Accountable and dependable with a strong sense of ownership over work Collaborative team player who communicates effectively across departments Open to feedback and motivated by continuous growth and development Nice to have: Exposure to email marketing platforms or automation tools Experience working in regulated or compliance-driven environments Familiarity with financial services or similar industries Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit. For more information about TEEMA and to consider other career opportunities, please visit our website at www.teemagroup.com