Customer Relationship Management Specialist

Roylo Partners; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Roylo Partners is seeking a Customer Relationship Management Specialist to support how customer information, communication, and ongoing relationships are managed across the business.

The role focuses on maintaining accurate records, coordinating follow-ups, monitoring activity, and ensuring information is organized and used effectively. Training on company systems will be provided, and experience with CRM platforms or data management is helpful.

Qualifications

• Detail-oriented with strong attention to accuracy and data quality.
• Good communication skills and comfortable coordinating with multiple teams.
• Experience with CRM platforms and handling customer information is helpful.

Responsibilities

• Maintain accurate customer profiles and account information.
• Update CRM records and ensure information is current.
• Monitor customer interactions, requests, and follow-up activity.
• Coordinate customer communications and scheduled follow-ups.
• Prepare customer reports and activity summaries.

Skills

Detail-oriented

Strong communication

CRM experience

Data accuracy

Tools

CRM platforms

Spreadsheets/Excel

Reporting tools

Microsoft Office

Job description

Customer Relationship Management Specialist

Turn Customer Information Into Stronger Relationships

We’re looking for a Customer Relationship Management Specialist to support the way customer information, communication, and ongoing relationships are managed across the business.

You’ll maintain accurate customer records, coordinate follow-ups, monitor account activity, and work with different teams to make sure customer information is organized and used effectively.

This role would suit someone who is detail-oriented, comfortable working with systems and customer information, and confident coordinating multiple requests and priorities.

A typical week could involve:

Maintaining accurate customer profiles and account information

Updating CRM records and ensuring information is kept current

Monitoring customer interactions, requests, and follow-up activity

Coordinating customer communications and scheduled follow-ups

Reviewing records to identify missing or outdated information

Working with sales, customer service, and other internal teams

Preparing customer reports, activity summaries, and account updates

Tracking customer requests, actions, and outstanding requirements

Supporting customer retention and relationship management initiatives

Helping organize customer lists, contact information, and account data

Identifying recurring customer requirements or information gaps

Supporting improvements to CRM processes and data management

Previous experience in customer relationship management, customer service, account coordination, sales support, administration, client services, or data management is helpful.

You’ll need strong attention to detail, good communication skills, basic computer confidence, and the ability to work accurately with customer information.

Experience with CRM platforms, spreadsheets, customer databases, reporting tools, Microsoft Office, or similar systems is helpful.

Training will be provided on company systems, CRM processes, and internal procedures.

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