CRM Coordinator: Build Strong Customer Relationships

Roylo Partners; Dallas (TX); On-site; USD 42,000 - 59,000; Full time

Job summary

Roylo Partners in Dallas, TX seeks a Customer Relationship Management Specialist to maintain customer records, coordinate follow-ups, and support teams in delivering a professional customer experience.

You'll organize customer data, track inquiries, and collaborate with sales, support, and operations to ensure timely follow-ups and accurate reporting.

Previous experience in customer service or administration is helpful; training on internal CRM systems will be provided.

Qualifications

• Clear written and verbal communication skills.
• Good organization and attention to detail.
• Basic computer skills and confidence using spreadsheets and email.
• The ability to maintain accurate records and manage follow-up tasks.
• A professional approach to handling customer information.
• Good time management and the ability to meet deadlines.
• The ability to work independently and collaborate with a team.
• Previous experience in customer service, administration, sales support, account coordination, data entry, or office support is useful. Familiarity with CRM software is an advantage, but training on internal systems and procedures will be provided.

Responsibilities

• Maintain and update customer profiles and contact information in internal systems.
• Review customer records to ensure information is accurate and complete.
• Track customer enquiries, interactions, and follow-up activities.
• Coordinate communication between customers and relevant internal teams.
• Monitor outstanding requests and follow up on agreed next steps.
• Prepare customer activity summaries and routine reports.
• Identify missing information or inconsistencies in customer data.
• Support customer retention and engagement initiatives.
• Assist with preparing presentations, account updates, and internal documentation.
• Help ensure customer information is handled appropriately and confidentially.
• Support improvements to customer recordkeeping and relationship management processes.

Skills

Clear communication

Organized

Attention to detail

CRM software familiarity

Team collaboration

Tools

CRM software

Job description

Roylo Partners in Dallas, TX seeks a Customer Relationship Management Specialist to maintain customer records, coordinate follow-ups, and support teams in delivering a professional customer experience.

You'll organize customer data, track inquiries, and collaborate with sales, support, and operations to ensure timely follow-ups and accurate reporting.

Previous experience in customer service or administration is helpful; training on internal CRM systems will be provided.