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CRM Engagement Specialist

Frisco, TX 75034

Posted: 11/07/2025 Employment Type: Contract Industry: Financial Services Job Number: 17681 Field of Expertise: Accounting & Finance Remote Friendly: No

Job Description

Our client, a large financial services company, is seeking an experienced CRM Engagement Specialist  for a 8+ month contract assignment in either Frisco, TX or Charlotte, NC.  This role is fully onsite.

The CRM Engagement Specialist serves as the business liaison between the Wealth Distribution business and IT, supporting the processes associated with the Client Relationship Model (CRM) transformation strategy and execution. This job works closely with the business and key stakeholders to ensure the CRM is an effective tool to manage and grow existing and new relationships and monitor the client experience.

Key Responsibilities and Duties
  • Supports the CRM transformation strategy and the execution of this strategy, with an emphasis on optimizing the technologies and processes to drive a seamless associate and client experience.
  • Represents the Wealth Distribution business in reinforcing the need for the CRM transformation strategy to increase the integration and efficiency of technological partnerships and sales tools.
  • Serve as a support liaison between Wealth Distribution leadership and IT partners within workstreams to drive innovation in technology tools & processes.
  • Ability to work with minimal supervision and develops strong relationships with program leadership, sponsors, and workstream leaders.
  • Supports leadership by staying connected to trends in the business and industry pertaining to the development of the CRM transformation strategy.
  • Demonstrates ability to make recommendations of new techniques for addressing client needs and attracting new business.
  • Monitors the associate and client experience through the CRM transformation.
Requirements
  • University degree preferred
  • 5+ years of experience required; 7+ years preferred
Pay Rate- $66.75- $68.75
 

Meet Your Recruiter

Trista Wearing
Senior Director Recruiting

Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee.  She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).    

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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About Frisco, TX

Ready to embark on an exciting career journey in Frisco, Texas? Explore our job opportunities in this dynamic city nestled in the heart of the Lone Star State. Known for its vibrant community, top-rated schools, and proximity to iconic landmarks like the Dr Pepper Ballpark and The Star, home of the Dallas Cowboys headquarters, Frisco offers a blend of Texas charm and urban sophistication. Enjoy a thriving arts scene at the Frisco Discovery Center, catch a show at the Toyota Stadium or indulge in some Texan BBQ. Join us in Frisco – where career growth meets a rich cultural tapestry waiting to be explored!