Customer Relationship Management Job Description
Customer Relationship Management Duties & Responsibilities
To write an effective customer relationship management job description, begin by listing detailed duties, responsibilities and expectations. We have included customer relationship management job description templates that you can modify and use.
Sample responsibilities for this position include:
Customer Relationship Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Relationship Management
List any licenses or certifications required by the position: CRM, MCSA, ITIL, MCSE, MS, SFDC, TOGAF, PMP
Education for Customer Relationship Management
Typically a job would require a certain level of education.
Employers hiring for the customer relationship management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Technical, Education, Computer Science, Communication, Business/Administration, Management, Engineering, Information Technology
Skills for Customer Relationship Management
Desired skills for customer relationship management include:
Desired experience for customer relationship management includes:
Customer Relationship Management Examples
Customer Relationship Management Job Description
- Implement an annual CRM execution calendar in cooperation with BU, BA, and Sales
- Driving brand first while still maintaining a commercial balance
- Member Engagement– Partner with the Consumer Marketing Leadership Team, Consumer Experience Team, and Product Innovation Team, to architect an integrated Product Marketing and Member Engagement strategy and activation roadmap
- Team Development – Organize,supervise and develop a team consisting of direct marketing professionals, campaign management professionals, and customer strategists
- Assist with overall project management activities on a large size project, including planning, organizing, monitoring and communicating project deliverables as governed by the project schedule
- Assist with meeting coordination, including scheduling, technology setup, creation of agendas, minutes, individual responsibilities and action items
- Ability to effectively communicate with project teams including management and business owners on project status timelines and identified risks
- Create marketing announcement lists and perform marketing maintenance tasks
- Adding and maintaining key additional information that the business unit has identified, such as industry profiles, employee profiles, websites
- Data cleanup tasks include monitoring the system for duplicate contacts, merging duplicate contacts, and ensuring that people are associated to companies
- Receive mentorship from an experienced team member and partner with a manager on professional development
- Proven track record implementing IT CRM marketing systems to drive customer acquisition and engagement
- Input insight and opinion to set the rules of engagement for consumer contact/direct communications in partnership with all stakeholders
- Manage CRM Campaign KPI t to ensure the campaign effectiveness and further improvement
- Closely cooperate with BU, BA, and Sales to implement CRM activities as according to the CRM calendar
- Facilitate collaboration with brand partners CRM Database (Event, Department store, Football clubs, Fan clubs, ) to maximize business opportunity
Customer Relationship Management Job Description
- Responsible for ensuring system and processes are complaint and the integrity of patient data is maintained
- Develop scalable ALEX/Patient Services reporting processes and querying data sources to conduct ad hoc analyses
- Be responsible for the providing strategic direction to the development of standard deliverables and processes
- Creates social infrastructure on the corporate and local level, as appropriate, including establishment of processes, procedures, code of ethics for social engagement
- Establish and manage brand principles that drive business tactics and decision-making
- Define, pilot, and rapidly iterate customer-facing omnichannel retention marketing strategies with an understanding of all internal/external factors and influences
- Guide technical design and development for all owned projects
- Troubleshoot real and perceived system issues, accurately reporting issue identification, cause, resolution and future mitigation
- Make process improvement recommendations to strengthen the CRM Infrastructure and minimize production issues
- Guide quality assurance for installs and lead testing efforts
- Ability to engage with different culture, especially within South East Asia
- Experience with Client Relationship Management (CRM) systems (Salesforce.com, Microsoft Dynamics CRM, NetSuite, etc) highly desirable
- Consulting – Ideally,Consulting experience with one of the large, global firms premium/specialized boutique firms (e.g., McKinsey, BCG, Bain, Accenture, Deloitte Monitor) in a Consultant or Associate capacity
- Ability to lead complex initiatives and work in a highly matrixed organization with effective management skills to plan, track and communicate
- Working knowledge of Microsoft Office is required and MS Project and Visio is a plus
- Experience working with data architects to build organization-wide data hierarchies and improve data quality
Customer Relationship Management Job Description
- Leads large, geographically distributed, cross-line-of-business teams
- Manages client executive stakeholders, has strong negotiation skills and has advanced communication skills, including experience in building Senior Executive relationships
- Executes programs effectively amidst significant business and technical challenges
- Complex program management process, methods and tools experience with large programs involving complex systems integration or custom development, with rapid or agile development and package integration
- Can oversee two to three projects for delivery excellence along with finding new opportunities in Microsoft CRM or Microsoft Internet of Things solution suite
- Leading engagements with clients – leading small A&M teams and quickly becoming accepted as part of the fabric of the client’s management team in order to deliver exceptional quality of excution
- Assist in the creation and execution of various campaigns centered around onboarding, account management, product adoption, retention and more leveraging customer segmentation to maximize relevancy and response rates
- Work with external marketing agencies
- Successfully navigate across the organization, interfacing with key stakeholders, including channel and product owners, legal and compliance, operations and more
- Assist with the procurement process and budgeting
- Proven Financial Background
- Minimum 4 years of online and offline marketing experience
- BA/BS in Marketing/Business, or related degree
- Deep understanding of marketing levers and tactics with a proven track record of delivering value and measuring how marketing contributes to business goals
- 4+ years’ marketing experience, ideally at a consumer technology or digital company
- Solid experience running multiple CRM programs and complex multi-variant testing
Customer Relationship Management Job Description
- Expected travel estimated at 10%-20% of the time
- Customer Interaction Decision Management (CIDM) – The team is responsible for executing marketing campaigns to ensure the right communication gets to the right customers
- Marketing Analytics – The team is responsible for analyzing and optimizing marketing efforts to ensure we are effective and efficient
- Marketing analysis to drive the right offer to the right client at the right time
- Direct interface with patient services leadership and Sales and Marketing Senior Management required
- Assesses a client's need and identifies the appropriate technical process to create solutions that fit client requirements
- Act as functional lead and provide advice on the CRM solution design to the clients
- Identifies, proposes, and manages primary research, as needed, to inform market opportunities, creative execution
- Initiate and oversee all campaign offer, targeting and creative testing (A/B, multi-variate, ) including response analysis and reporting
- Support the Sales organization with CRM needs, understand business requirements and translate them into detailed technical requirements, roll out new products and features
- Experience in leading teams of size > 10
- Ability to build effective relationships with customers, matrix teams, suppliers, partners
- 3-5 years’ experience in relevant customer service, CRM areas
- Preferably with business, sales or marketing backround
- Can clearly articulate how a business need drives business value
- Understands how to speak to various levels of audiences from technology to business
Customer Relationship Management Job Description
- Own of all technical aspects of Salesforce.com, including data migrations, data quality, systems integrations, 3rd party applications and AppExchange products
- Provide day-to-day support to our rapidly growing pool of users on incidents, work with the technical teams on problem resolution and provide effective communication
- Support the Sales team in designing reports on pipeline, reach and frequency, sales performance, time to close, sales cycle, lifetime value of the customer
- Lead design discussions, build prototypes, implement solutions, develop training plans, release notes and documentation
- Healthcare B to B experience preferred
- Project management experience is important
- Business process reengineering experience a big plus
- Complex CRM implementation experience a big plus
- Partner with Analytics to perform customer & campaign analysis predictive & segmentation modelling to help highlight opportunities and resulting strategies
- Under the guidance of the Head of Region, define and implement a monthly dashboard embracing all Customer Service related activities in the region
- Ability to understand complex data & data flows for operational capacity, efficiency, and performance management
- CRM platform experience
- 5+ years of presales experience is preferred, or 5+ years of deep solution knowledge from working with applicable solutions (ERP, Sales and Distribtuion, CRM or Ecommerce) as an end user or business analyst
- Strong recent experience in Customer Behavior Analytics - Acquisition, Churn and Retention, Commercial and pricing modelling, and Business Transformation
- Proficiency in Customer Strategy & Customer Lifecycle Management
- Innovation and experience in building customer business models ensuring operational improvement through data analytics, modelling and instant business improvements