Overview In this role you drive CRM and marketing-tech initiatives to deliver an excellent member experience for USAA's Real Estate business. You will translate business needs into system solutions, tune CRM configurations, and use data insights to optimize lead distribution and communications. You'll partner with cross-functional teams to assess performance and risk, delivering dashboards and analyses that inform product and planning. This is a mission-driven, impact-focused opportunity to shape mortgage-related technology at scale.
Compensation / Benefits- medical, dental and vision plans
- 401(k) and pension
- parental benefits and adoption assistance
- paid time off and holidays
- paid volunteer hours
- wellness programs
Responsibilities- Partner with cross-functional teams to assess profit goals and lead prioritization rules against metrics
- Advise operational leadership on information impacting business goals
- Collaborate with stakeholders across Marketing, Operations, Legal, Digital platforms, etc.
- Improve CRM capabilities through enhancements and configuration with IT/CRM teams
- Conduct data analyses to assess product feasibility and inform decisions
- Run moderate statistical models and present results to senior leadership as needed
- Develop product dashboards and metrics with Product Manager
- Analyze performance results to inform forecasting and planning
- Identify and monitor risks per risk and compliance policies
Key requirements- Bachelor's Degree in Business, Marketing, Supply Chain, or Statistics; or 4 years of relevant education/experience
- 4 years of industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services
- Minimum 1 year of experience leveraging data and providing requirements to data teams
- Knowledge of applicable product-related regulations and compliance requirements
- Knowledge of federal regulations including HMDA, TILA/REG Z, RESPA, FDPA, Reg B, SCRA
- Strong business partnership and influence across cross-functional teams
- Executive-level communication and presentation skills
- Independent initiative and self-management
- CRM administration and configuration
- Experience with Velocify and/or Salesforce Marketing Cloud
- Data analysis and reporting
