Customer Relationship Management Specialist

J & J Staffing Resources; Newtown (PA); Hybrid; USD 30,000 - 52,000; Part time

Benefits offered by this job

Weekly pay

Direct Deposit

Medical

Dental

Vision Benefits

Paid Time Off

Referral Bonus

Job summary

J & J Staffing Resources in the United States is seeking a part-time CRM Specialist to support our team on a 2–3 month contract. The role starts at 10 hours per week with potential to grow to 20, focusing on CRM maintenance and Redtail Financial Software.

You will manage databases, generate reports, assist with CRM optimization, and collaborate with internal teams to improve workflows and data quality. A BS/BA degree and strong organizational and communication skills are required.

Qualifications

• Previous experience as a CRM Specialist, CRM Administrator, or similar role.
• Proficiency with Redtail Financial Software required.
• Strong understanding of CRM management, data analysis, and reporting.
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple priorities.
• Strong communication and problem-solving skills.

Responsibilities

• Manage and maintain CRM databases, ensuring data accuracy and integrity.
• Utilize Redtail Financial Software to track, update, and analyze customer and financial information.
• Generate reports and provide insights to support business operations and decision-making.
• Assist with CRM optimization, workflows, and system improvements.
• Maintain customer records and ensure timely updates to account information.
• Support data cleanup, migration, and ongoing CRM administration tasks.
• Collaborate with internal teams to improve processes and user adoption.
• Troubleshoot CRM-related issues and provide recommendations for enhancements.

Skills

CRM Management

Data analysis

Communication

Education

Bachelor's Degree (BS/BA) or equivalent experience

Tools

Redtail Financial Software

Job description

Schedule: Flexible, 10-20 hours per week

Duration: 2-3 Month Contract

Location: Remote/Hybrid (as applicable)

Position Overview

We are seeking an experienced CRM Specialist to support our team on a part-time contract basis. This role will initially require a minimum of 10 hours per week, with the opportunity for increased hours based on business needs. The ideal candidate will have experience managing CRM systems and a strong background working with Redtail Financial Software.

Responsibilities

• Manage and maintain CRM databases, ensuring data accuracy and integrity.
• Utilize Redtail Financial Software to track, update, and analyze customer and financial information.
• Generate reports and provide insights to support business operations and decision-making.
• Assist with CRM optimization, workflows, and system improvements.
• Maintain customer records and ensure timely updates to account information.
• Support data cleanup, migration, and ongoing CRM administration tasks.
• Collaborate with internal teams to improve processes and user adoption.
• Troubleshoot CRM-related issues and provide recommendations for enhancements.

Qualifications

• Previous experience as a CRM Specialist, CRM Administrator, or similar role.
• Proficiency with Redtail Financial Software required.
• Strong understanding of CRM management, data analysis, and reporting.
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple priorities.
• Strong communication and problem-solving skills.

Requirements

• Bachelor's Degree (BS/BA) or equivalent experience required.
• Available to work a minimum of 10 hours per week, with flexibility to increase up to 20 hours as needed.
• Reliable internet connection and ability to work independently if remote.

For more information regarding this position or other opportunities contact J & J at:[e-mail] or [phone]

Why Join J & J?

J & J is a veteran founded and owned company honored by Forbes as one of the nation’s Best Professional Recruiting Firms.

Since 1972 J & J Staffing Resources has specialized in finding great jobs for great people. Every year we place thousands of candidates with thriving local companies. J & J works to put you in the best position to succeed. We provide access to top jobs, competitive compensation, and benefits. Stay on top of every opportunity - whenever you choose - even on the go. Download J & J’s Buzz app and get 1-tap apply, notifications of AI-matched jobs, and much more. Get Started at: www.JJStaff.com.

We Specialize in: Office, Skilled Industrial, Technical/IT, Healthcare, Legal, Accounting & Finance, Academic, Pharmaceutical, & Professional.

Benefits

• weekly pay
• Direct Deposit
• Medical
• Dental
• Vision Benefits
• Paid Time Off
• Referral Bonus