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Customer Relationship Management Specialist

Wealth Financial investing Group

Chattanooga (TN)

Remote

USD 40,000 - 60,000

Full time

3 days ago
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Job summary

Wealth Financial Investing Group is seeking a Customer Relationship Management Specialist for a full-time remote position based in Chattanooga, TN. This role involves managing CRM systems, analyzing client data for improved relationships, and implementing strategies to enhance customer satisfaction. Ideal candidates will possess strong analytical, communication, and problem-solving skills, along with a bachelor's degree in a relevant field.

Qualifications

  • Experience in Customer Relationship Management (CRM) and Project Management.
  • Excellent attention to detail with remote work capability.
  • Experience in the financial services industry is a plus.

Responsibilities

  • Manage Customer Relationship Management (CRM) systems and interactions.
  • Analyze client data to improve relationships and drive sales.
  • Develop and implement CRM strategies for customer retention.

Skills

Analytical Skills
Communication
Sales
Problem-solving

Education

Bachelor's degree in Business Administration, Marketing or related field

Job description

Customer Relationship Management Specialist

Chattanooga, TN

Customer Relationship Management Specialist

Wealth Financial investing Group Chattanooga, TN

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Role Description

This is a full-time remote role for a Customer Relationship Management Specialist. The specialist will manage Customer Relationship Management (CRM) systems and ensure that all interactions between the company and its clients are maintained and updated in the CRM software. Their tasks will include analyzing client data to improve customer relationships, driving sales, and working closely with project management teams to oversee successful project deliveries. Daily responsibilities also involve developing and implementing CRM strategies to increase customer retention and satisfaction.

Qualifications

  • Analytical Skills for analyzing client data and improving customer relationships
  • Strong Communication and Sales skills
  • Experience in Customer Relationship Management (CRM) and Project Management
  • Excellent problem-solving skills and attention to detail
  • Ability to work independently and remotely
  • Bachelor's degree in Business Administration, Marketing, or related field
  • Experience in the financial services industry is a plus
Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time

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