Client Success & CRM Specialist

Broylman Memorial Group; Jonesboro (AR); On-site; USD 40,000 - 55,000; Full time

Job summary

Broylman Memorial Group is seeking a Customer Relations Specialist to strengthen client partnerships and ensure exceptional service delivery. You will be the liaison between clients and internal teams, shaping positive experiences and timely responses.

You will cultivate long-term relationships with families and financial partners, documenting interactions and outcomes to improve service. In this role you will manage CRM workflows, coordinate across sales, marketing and family services, and

Qualifications

• Experience with customer relationship management (CRM) systems.
• Strong project management skills in a fast-paced environment.
• Excellent written and verbal communication for client interactions.
• Experience in financial services a plus.

Responsibilities

• Manage and nurture client accounts using CRM systems, ensuring accurate data.
• Serve as primary contact for inquiries via email, phone, and internal tools.
• Collaborate across departments to coordinate client needs and orders.
• Document client interactions and share insights to drive improvement.

Skills

CRM experience

Project management

Excellent communication

Financial services experience (a plus)

Customer service problem-solving

Tools

CRM systems

Job description

Broylman Memorial Group is seeking a Customer Relations Specialist to strengthen client partnerships and ensure exceptional service delivery. You will be the liaison between clients and internal teams, shaping positive experiences and timely responses.

You will cultivate long-term relationships with families and financial partners, documenting interactions and outcomes to improve service. In this role you will manage CRM workflows, coordinate across sales, marketing and family services, and