CRM Specialist

POSITION SUMMARY:

The Marketing Communications team at Milliman encompasses a wide range of omnichannel marketing experiences that amplify our firm’s client‑tailored solutions. Our people are passionate, driven by curiosity, and enjoy tackling big challenges. Joining our team means you will play an integral role in helping to increase awareness, drive demand, and create value by managing data and processes affiliated with our Client Relationships Management (CRM) tool.

Milliman’s CRM program is integral to the continued growth of the firm. We are seeking a tech‑savvy, data‑driven professional to join our CRM team as a CRM Specialist. This individual will act as the primary point‑of‑contact for ensuring accurate client data hygiene, managing ongoing data maintenance tasks, and performing analysis and identifying areas for improvement.

• Manage the quality and transfer of source data to CRM system (Microsoft Dynamics)
• Monitor data hygiene and perform data audits and analysis. Identify opportunities to implement processes to improve data quality
• Responsible for data maintenance tasks
• Collaborate with marketing team to identify and build customer data segments for marketing campaigns and analytics using CRM queries

• Triage user support requests, resolve where possible and work in partnership with other team members when necessary
• Help maintain training material and user documentation
• Manage new user onboarding including license set up and leading introductory training
• Support analysis of system modifications. Document requirements, support development of test plans, execute test scenarios, and track results

• Participates in marketing planning and status meetings and reports regular work status and performance analysis
• Identifies reporting needs, documents requirements and monitors data for valuable trends and insights on behavior and preferences
• Documents business rules, segmentation strategies and campaign workflows

• Bachelor’s degree
• Minimum 1 year of experience with database marketing projects and analysis
• The ideal candidate must have intermediate working knowledge of Microsoft Word, Excel, PowerPoint and Outlook; working knowledge of SharePoint and One Note
• The ideal candidate must have the understanding of querying data and creating meaningful reports
• Must have excellent verbal and written communication skills
• Must be able to organize a multitude of tasks, projects, and information simultaneously within time constraints, while maintaining high attention to detail

• Prior experience with Client Relationship Management (CRM) tools
• Working knowledge of database marketing and customer segmentation strategy

Independent for over 70 years, Milliman delivers market‑leading services and solutions to clients worldwide. Today, we are helping companies tackle some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance.

• Medical, dental and vision coverage for employees and their families, including eligible domestic partners
• A 401(k) plan with matching program
• Paid parental leave up to 12 weeks
• Profit sharing as a discretionary contribution to employees’ retirement accounts
• Paid time off (PTO) starts accruing on the first day of work and can be used for any reason
• Adoption assistance
• Milliman covers 100% of the premiums for life insurance, AD&D, and both short‑term and long‑term disability coverage
• Flexible spending accounts allow employees to set aside pre‑tax dollars to pay for dependent care, transportation, and applicable medical needs