Customer Relationship Management Specialist

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

About the job

Company DescriptionDataSeers provides AI-powered enterprise software for banks and fintechs, helping them streamline onboarding, ACH processing, BSA/AML, anti-fraud, compliance, reconciliation, and analytics. Its flagship product, FinanSeer®, transforms raw transaction data into actionable insights that support operational efficiency and customer protection. The platform connects organizational data silos, automates workflows, and improves performance across reconciliation, fraud and risk, compliance, customer support, and marketing. Deployed globally, FinanSeer® is designed to manage the entire customer lifecycle through a single, integrated solution, enabling financial institutions to operate more efficiently and make data-driven decisions.

Role Description

This is a full-time, IN OFFICE (100%) Customer Relationship Management Specialist role based in Alpharetta, GA. The specialist will manage and optimize CRM system, Zoho, to support client onboarding and implementation, data integrity, reporting, and lifecycle management for financial institution customers. Day-to-day responsibilities include customer requirements gathering, tracking customer interactions, analyzing usage patterns, and collaborating with sales, support, and product teams to improve customer satisfaction and retention. The role involves configuring CRM workflows, maintaining accurate records, generating insights for account growth, and ensuring that customer feedback is captured and acted on. The specialist will also assist in coordinating projects related to CRM enhancements and process improvements, and may contribute to documentation, training materials, and user support.

Qualifications

• Strong customer relationship management (CRM) skills, including hands-on experience with CRM platforms and managing customer lifecycles.
• Demonstrated analytical skills for interpreting data, identifying trends, and generating actionable insights to improve customer outcomes.
• Effective communication skills for engaging with customers and internal stakeholders, including clear written and verbal interaction.
• Sales and account support skills to assist in growth initiatives, upsell opportunities, and retention strategies.
• Project management capabilities to coordinate CRM-related projects, gather all customer requirements, prioritize tasks, issue tracking, cross departmental task management and meet deadlines in a dynamic environment.
• Familiarity with banking, fintech, or financial services operations, especially in areas such as compliance, fraud, or onboarding, is beneficial.
• Ability to work both independently and collaboratively in a hybrid setting, with strong organizational skills and attention to detail.
• Impeccable communication skills.
• Bachelor’s degree in Business, Information Systems, Marketing, or a related field, or equivalent practical experience.