About Tava Health:

Tava Health, a leading online mental health platform, is committed to fostering meaningful connections between providers and their clients. For providers, Tava offers an integrated suite featuring an electronic medical record, caseload management, telehealth, comprehensive billing, and streamlined referral management. For individuals seeking care, Tava ensures access to quality mental health care through various coverage options, including those made possible through Tava's employer and insurance partners. Joining Tava Health means being part of a team that is revolutionizing the mental health industry and making a real difference in people's lives.

About the Role:

We are looking for a detail-oriented and highly organized CRM Operations Manager to join our team at Tava Health. In this role, you will be responsible for managing all aspects of our customer relationship management (CRM) systems (Iterable and Hubspot), ensuring its effectiveness and efficiency across the organization. Your expertise will be crucial in optimizing our lifecycle and sales processes and workflows, streamlining operations, and enabling a seamless customer experience.

Responsibilities:

• CRM Strategy: Develop and implement a comprehensive CRM strategy to support Tava Health's business objectives and drive customer engagement for both providers and clients.
• CRM Campaign Management: Create, code, and execute campaigns via email, SMS, direct mail, and other channels to drive conversion, engagement, retention, and revenue.
• CRM System Management: Oversee and maintain the CRM system, including database management, workflows, triggers, user access, data integrity, and system configurations.
• Process Improvement: Identify opportunities for process improvements within the CRM system and implement best practices to increase workflow efficiency and effectiveness.
• Collaboration: Work closely with cross-functional teams, including Sales, Engineering, Product, Marketing, and Customer Success, to align CRM strategies and ensure seamless integration and communication between systems.
• Data Analysis: Analyze CRM data to gain insights into customer behavior, trends, and opportunities, providing recommendations for targeted marketing and sales efforts.
• Training and Support: Provide training and support to internal users to ensure comprehensive understanding and utilization of the CRM system.
• Reporting and Dashboards: Develop and maintain custom reports and dashboards to track key CRM metrics and provide actionable insights to stakeholders.
• Vendor Management: Collaborate with CRM software vendors to resolve technical issues and implement system enhancements.