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Panorama Mortgage Group

Jr CRM

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We are seeking a Junior CRM to join our growing marketing team. Reporting to the Marketing Manager, you will support the day-to-day operation of our CRM systems, helping keep data clean, campaigns running smoothly, and internal teams supported. This role is ideal for someone who is organized, detail-oriented, and excited to learn how CRM platforms power modern marketing and sales efforts.


At Panorama, we live by the slogan “Simpler Process. Better Pricing.” We are a forward-thinking team of doers who value clarity, momentum, and getting things done right. Our marketing department is collaborative, fast-paced, and constantly evolving. With guidance from senior team members, you’ll have the opportunity to grow your technical and operational skills while contributing to impactful marketing initiatives across the business.



In this role, you will:

  • Support the day-to-day administration of the CRM platform, including user setup, permissions, basic configurations, and data control.
  • Assist with the execution of CRM campaigns, email journeys, workflows, and automations in collaboration with the marketing team
  • Maintain accurate contact lists, segments, tags, and records to ensure data consistency and organization
  • Provide first-level support to internal teams using the CRM, helping resolve basic issues and escalating more complex requests when needed
  • Track CRM performance metrics such as open rates, click-through rates, and lead activity, and assist in building reports or dashboards
  • Collaborate with marketing, sales, and operations teams to support CRM-related requests and ensure processes are followed correctly
  • Help document CRM workflows, processes, and best practices to improve efficiency and support onboarding
  • Show curiosity and interest in learning deeper CRM configuration (automations, forms, fields) and participating in process improvement projects over time

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