CRM Specialist: Fintech Lifecycle & Insights

Prismhr Hire; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

DataSeers seeks a Customer Relationship Management Specialist in Alpharetta, GA to manage and optimize Zoho CRM for client onboarding and implementation across financial institution customers.

You will maintain data integrity, create reports, and drive lifecycle management while collaborating with sales, support, and product teams to improve customer satisfaction and retention. The role blends independent work with a collaborative, hybrid approach.

Qualifications

• CRM skills with platforms and managing customer lifecycles.
• Demonstrated analytical skills for interpreting data, identifying trends, and generating insights to improve customer outcomes.

Responsibilities

• Manage and optimize Zoho CRM to support client onboarding and implementation, data integrity, reporting, and lifecycle management for financial institution customers.
• Configure CRM workflows, maintain accurate records, generate insights for account growth, and ensure customer feedback is captured and acted on.
• Coordinate CRM-related projects, assist in documentation, training materials, and user support, and collaborate with sales, support, and product teams.

Skills

CRM management

Zoho CRM

Onboarding

Data analysis

Account growth

Cross-team collaboration

Education

Bachelor’s degree or equivalent experience

Job description

DataSeers seeks a Customer Relationship Management Specialist in Alpharetta, GA to manage and optimize Zoho CRM for client onboarding and implementation across financial institution customers.

You will maintain data integrity, create reports, and drive lifecycle management while collaborating with sales, support, and product teams to improve customer satisfaction and retention. The role blends independent work with a collaborative, hybrid approach.