Customer Relationship Management Specialist
Roylo Partners
Customer Relationship Management Specialist
Chicago, IL
Full-time | Monday–Friday | On-site
Stronger Relationships Start With Better Follow-Through.
A customer relationship doesn’t end after the first conversation. It develops through consistent communication, accurate information, and making sure commitments are followed through.
We’re looking for a Customer Relationship Management Specialist in Chicago, IL to help maintain customer records, coordinate follow-ups, and support the processes that keep business relationships moving forward.
This role combines communication, organization, and data management. You’ll work with customer information, monitor outstanding interactions, and collaborate with different teams to ensure enquiries and relationship-related tasks are handled efficiently.
A Typical Week Could Involve
- Maintaining and updating customer profiles in CRM systems.
- Reviewing customer records to identify missing, outdated, or inconsistent information.
- Tracking follow-up activities, outstanding requests, and important contact dates.
- Coordinating communication between customers, sales teams, and internal departments.
- Monitoring customer interactions and recording relevant updates.
- Preparing CRM reports, contact summaries, and activity updates.
- Helping organize customer lists, account information, and communication histories.
- Identifying opportunities to improve data accuracy and record-keeping procedures.
- Supporting customer retention initiatives and relationship-building activities.
- Following up with team members to ensure agreed actions are completed.
- Assisting with CRM system updates, data cleanup, and process improvements.
- Handling customer information responsibly and maintaining appropriate confidentiality.
What You’ll Need
We’re looking for someone who is comfortable working with information, communicates professionally, and understands the importance of keeping customer records accurate.
- Strong organizational skills and attention to detail.
- Clear written and verbal communication.
- Comfortable using spreadsheets, databases, and CRM platforms.
- Good analytical skills when reviewing records and identifying discrepancies.
- Able to manage multiple follow-ups and competing priorities.
- A professional approach to customer information and confidentiality.
- Comfortable working independently and collaborating with different teams.
- Previous experience in CRM administration, customer support, sales operations, account coordination, or data management is beneficial.
Training will be provided on internal systems, customer relationship processes, and reporting procedures.
If you’re looking for a Customer Relationship Management Specialist position in Chicago, IL where you can develop your CRM knowledge, strengthen customer relationships, and help improve the way information is managed, submit your current resume for consideration.
We are an equal opportunity employer and consider qualified applicants in accordance with applicable law.
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