Customer Relationship Management Specialist

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

Customer Relationship Management Specialist

Full-time | Monday Friday | 8:30am 5:00pm

Office-based | Permanent position

Stronger Relationships Start With Better Communication.

Building lasting customer relationships takes organization, clear communication, and consistent follow-through. We’re looking for a Customer Relationship Management Specialist in Dallas, TX to help maintain customer information, coordinate follow-ups, and support the team in delivering a professional and consistent customer experience.

This role would suit someone who enjoys working with people, keeping information organized, and using systems to make sure enquiries and requests don\'t get overlooked. You\'ll help maintain accurate customer records, coordinate communication, and work with different teams to keep customer relationships moving in the right direction.

Day to Day

• 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
• Help organize customer lists, account information, and communication records
• 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

What’s Important

We\'re looking for someone who is organized, approachable, detail-oriented, and confident communicating with different people.

We\'ll need

• 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 customer relationship management (CRM) software is an advantage, but training on internal systems and procedures will be provided.

Working Week

Monday to Friday

8:30am 5:00pm

Full-time, permanent

Office-based in Dallas, TX

If you\'re looking for a Customer Relationship Management Specialist position in Dallas, TX where you can develop your customer communication, recordkeeping, and coordination skills, please submit your current resume for consideration.

We are an equal opportunity employer and consider qualified applicants in accordance with applicable law.