WebBank

CRM & Systems Integration Specialist

WebBank$70K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Marketing, Business, Information Systems, or related field, or equivalent experience
  • 3-5+ years in marketing operations, CRM administration, or business systems management
  • Strong Salesforce expertise, including customization, configuration, reporting, automation, and integrations
  • Experience with marketing automation platforms like HubSpot, Pardot, or Marketo
  • Familiarity with identity/access tools (ex. miniOrange, Okta) preferred
  • Strong problem-solving and analytical skills focused on data accuracy and process improvement
  • Demonstrated ability to work independently while prioritizing tasks.

Responsibilities

  • Administer and enhance Salesforce through configuration, dashboards, and reports.
  • Lead Salesforce integration projects and third-party application connections.
  • Design and optimize lead generation and lifecycle management processes.
  • Manage the digital ecosystem of marketing, sales, and customer service platforms.
  • Identify process improvements for enhanced performance and usability.
  • Enhance reporting to track lead generation and funnel performance.
  • Support and optimize customer-facing digital tools for quoting and order management.

Benefits

  • Cross-functional collaboration with Marketing, Sales, and Engineering teams.
  • Opportunities to design scalable and efficient solutions that support growth.
  • Work in a self-directed environment that values independent responsibility.
Full Job Description
We are seeking a CRM & Systems Integration Specialist to design, manage and enhance our marketing and commercial systems including Salesforce, HubSpot, Partner Portal, lead-gen automation, customer service tools, pricing systems, and digital sales enablement tools.

This role works cross-functionally across Marketing, and Sales to build and maintain automated integrations that improve data quality and enhance customer experience. The ideal candidate combines strong Salesforce expertise, systems thinking, and business acumen to deliver scalable, efficient solutions that support growth.

Key Responsibilities

Salesforce System Administration
  • Administer and enhance Salesforce, including configuration (objects, fields, flows, validation rules, dashboards, and reports)
  • Lead Salesforce projects, including integrations and third-party applications
  • Design and optimize lead generation, routing, scoring, and lifecycle management processes
  • Provide insights to improve marketing effectiveness and business outcomes


Systems Integration
  • Manage the digital ecosystem of marketing, sales, customer service, and digital platforms (CRM, marketing automation, partner portal, and product configurator)
  • Identify and implement process improvements to enhance performance, usability, and reporting
  • Enhance and maintain reporting to track lead generation, funnel performance, and revenue impact
  • Ensure consistency and accuracy of pricing, product data, and workflows across platforms
  • Provide insights to improve marketing effectiveness and business outcomes


Customer-facing Digital Tools Management
  • Support and optimize customer-facing digital platforms used for quoting and order management, including access based on user roles and permissions
  • Partner with Sales, Marketing, and Engineering to ensure systems are integrated, scalable, and aligned with business processes across the customer lifecycle
  • Ensure seamless integration across platforms and troubleshoot system issues as needed


Qualifications
  • Strong problem-solving and analytical skills with a focus on data accuracy and process improvement
  • Effective communication and cross-functional collaboration
  • Familiarity with identity/access tools (ex. miniOrange, Okta) preferred
  • Experience with pricing, quoting, or order management systems a plus
  • A demonstrated ability to work in a self-directed and independent manner, prioritizing work appropriately


  • Bachelor's degree in Marketing, Business, Information Systems, or related field (or equivalent experience)
  • 3-5+ years of experience in marketing operations, CRM administration, or business systems management
  • Strong Salesforce expertise (customization, configuration, reporting, automation and integrations) including APIs and data flow
  • Experience with marketing automation platforms (HubSpot, Pardot, Marketo, or similar)

About WebBank

WebBank is a Utah-chartered Industrial Bank that was founded in 1997. The bank provides consumer and commercial banking services, including deposit accounts, loans, and credit cards. WebBank is known for its partnerships with fintech companies, providing the technology and infrastructure for online lending platforms and other financial services. The bank has been recognized for its innovation and has won several awards for its work in the fintech industry.
Learn more about WebBank
Size
500 employees
Industry
Net Income
$50 million
Founded
1997
5 Year Trend
+5%
Revenue
$1 billion

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