Beem Credit Union: Banking for every journey Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we've united to create a financial partner that offers both digital ease and people-first service.Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.As one of BC's largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration. If you're passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.Learn more: What this role is all about:The CRM Strategy & Analytics Manager is the business owner of Beem's CRM platform and its analytical outcomes. This role ensures CRM is designed, prioritized, and used to drive measurable member, growth, and operational results. The role owns the CRM business roadmap, requirements, and success measures, translating enterprise strategy, member journeys, and frontline needs into clear platform priorities, workflows, and actionable insight. As Beem's CRM insight authority, the role connects data across D365, core banking, and marketing platforms to guide decision-making, next-best actions, and lifecycle management.What you'll do:CRM Vision, Roadmap & Platform OwnershipOwn the CRM business vision and roadmap, ensuring the platform continuously supports member experience, growth, and efficiency.Define and maintain a forward-looking CRM business and analytics roadmap, aligned to over analytics strategy, member journeys, lifecycle management, and growth priorities.Balance immediate business needs with longer-term CRM capability development (e.G., lifecycle design, next-best-action enablement).Prioritize initiatives based on enterprise value and readiness, not request volumePartner with IT to sequence delivery while preserving business intentOwn CRM success measures, lifecycle definitions, workflows, and outcome alignmentOwn CRM Analytics Intake, Discovery, and PrioritizationServe as the single point of intake for CRM analytics, workflows, and enhancementsLead discovery sessions to clarify decisions, outcomes, success measures,



and constraintsTranslate requests into outcome-based problem statements and executable requirementsMaintain and manage the CRM business backlog aligned to strategy, quarterly priorities, and delivery capacityCRM Data into Decisions and ActionConvert D365 CRM, core banking, and marketing data into insights that inform frontline, product, and growth decisionsIdentify and validate behavioural and lifecycle patterns across data sourcesEnable segmentation, trigger design, predictive use cases, and next-best-action logicEmbed test-and-learn and measurement loops that link CRM actions to conversion, engagement, and retentionEnsure every analysis, dashboard, and model is tied to a clear business decision or outcomeDrive Enterprise Adoption, Governance, and Value from CRMBuild CRM literacy across leaders and frontline teams, including lifecycle logic, workflows, and outcome-based measurementPromote consistent definitions, responsible data use, and clear interpretation of CRM insightsEnsure governance supports trust, comparability, and decision-making rather than bureaucracyPartner across IT, Growth, Product, Marketing, and Enterprise Data to ensure CRM operates as a coordinated enterprise platformReinforce the Analytics CoE operating model, focused on translation, literacy, and outcome alignmentWhat you'll bring:Bachelor's degree in Data Science, Statistics, Economics, Business, Computer Science, or related field; master's degree preferredHands-on experience with Microsoft D365 CRM, including lifecycle stages and data structuresStrong understanding of segmentation, behavioural data, and CRM data modelsExperience integrating CRM with enterprise data (core banking, marketing platforms, etc.)Strong applied analytics (pattern detection, lifecycle analysis, experimentation)Power BI or equivalent visualization focused on decision-supportSQL and Python/R an assetFinancial services experience preferred, loyalty, payments, insurance, or retail also relevantYour Total Rewards:Compensation,



Performance & RecognitionAnnual salary range: $100,000 - $137,000.Pay is based on your skills, experience, and the value you bring, with annual salary reviews. We recognize strong performance through meaningful recognition and, where applicable, performance bonuses tied to shared goals.Health & wellness and Time awayWe support your well-being with extended health and dental coverage, mental health support, and disability coverage. Rest matters. Enjoy vacation and personal days to recharge and take care of life outside of work.Retirement & financial well-beingPlan confidently with generous RRSP contributions, optional employee contributions, and access to in-house financial advice. In addition, you'll have access to Beem member perks: Enjoy free banking, preferred lending and mortgage rates, and other exclusive member benefits.The bottom lineOur Total Rewards reflect who we are — investing in your growth, recognizing success, and supporting you at work and beyond.At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we doBuild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.Own It: You are ready to take charge, drive change, and deliver outstanding results.Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.Driven by Curiosity: You are eager to explore, learn, and shape the future.Ready to join?Visit us at to learn more about what it's like to work for Beem Credit Union We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business workplace for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.

📌 Crm Strategy - C$100,000 - C$137,000 A Year (Vancouver)
🏢 Beem Credit Union
📍 Vancouver