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Crm Assistant Jobs in Remote, OR (NOW HIRING)

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Client Relationship Manager

OR · On-site

$80K - $85K/yr

... CRM software. · Ability to work independently and as part of a team in a fast-paced environment. · Willingness to adapt to changing priorities and customer needs. Why Join IBA? If you enjoy solving ...

Assess daily the stores' ability to meet/exceed customer expectations for ease of shopping, variety ... relationships with local community organizations in the surrounding area in which the store ...

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Update and maintain Customer Relationship Management (CRM) database for assigned projects ... Communicate with Sponsor/CRO and follow entire feasibility process through site selection. * Assist ...

National Account Manager - Hilton & IHG

OR · On-site

$91K - $117K/yr

Maintain Customer Relationship Management (CRM) records daily after every meaningful customer interaction. * Deliver consistent pipeline updates and forecasts to the Sr. Director, Hospitality.

Sales Manager

OR · On-site

$14/hr

Promote adoption of sales methodology, CRM discipline, and governance standards. Innovation and growth Identify new revenue streams through new products, partnerships, and account-led opportunities.

Sales Manager

OR · On-site +1

Customer satisfaction / NPS. * CRM hygiene and sales governance compliance. * Team performance, engagement, retention, and talent development. * Cross-functional collaboration and delivery of ...

Meticulously document all interactions in the CRM and track feedback to help our partners build a world-class experience. * Liaison & Coordination: Facilitate quick resolutions for site-specific ...

Meticulously document all interactions in the CRM and track feedback to help our partners build a world-class experience. * Liaison & Coordination: Facilitate quick resolutions for site-specific ...

Field Sales Representative

Roseburg, OR · On-site

$20.25 - $27.75/hr

... assist with claims and coverage Build a strong personal book of business Use our CRM tools to track activity and performance Work alongside a high-performing team that trains together and wins ...

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Crm Assistant information

Is CRM a remote job?

A CRM Assistant role can be performed remotely, depending on the employer and company policies. Many organizations offer remote or hybrid work options for CRM-related positions, especially those involving data entry, customer communication, and software tools like CRM platforms. Availability of remote work varies by company and job requirements.

What is the difference between Crm Assistant vs Customer Service Representative?

AspectCrm AssistantCustomer Service Representative
Required CredentialsHigh school diploma; CRM software knowledgeHigh school diploma; communication skills
Work EnvironmentOffice-based, CRM systemsCall centers, retail, office
Employer & Industry UsageMarketing, sales, customer relationsCustomer support across industries
Common Search & ComparisonCRM tasks, database managementCustomer support, client interaction

The main difference is that a Crm Assistant focuses on managing customer data within CRM systems, supporting marketing and sales efforts, while a Customer Service Representative primarily handles direct customer interactions and support. Both roles require strong communication skills, but the Crm Assistant emphasizes technical CRM knowledge, whereas the Customer Service Representative emphasizes interpersonal skills.

What are the key skills and qualifications needed to thrive as a CRM assistant, and why are they important?

To thrive as a CRM Assistant, you need a foundational understanding of customer relationship management, data entry, and analytical skills, often supported by a degree in business or a related field. Familiarity with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics, along with proficiency in Excel and basic database management, is typically required. Strong attention to detail, organizational abilities, and effective communication are crucial soft skills for managing customer data and supporting team initiatives. These skills ensure accurate data maintenance, efficient workflow, and positive customer interactions, all of which are vital for maintaining strong client relationships.

What is a CRM assistant?

CRM assistants are professionals who support the management and optimization of a company's Customer Relationship Management (CRM) system. They help maintain customer databases, ensure data accuracy, assist with marketing campaigns, and provide support to sales and customer service teams. Their role is crucial for streamlining communication, improving customer experience, and maximizing the efficiency of CRM tools within an organization.
What are the most commonly searched types of Crm jobs in Remote, OR? The most popular types of Crm jobs in Remote, OR are:
What job categories do people searching Crm Assistant jobs in Remote, OR look for? The top searched job categories for Crm Assistant jobs in Remote, OR are:
Infographic showing various Crm Assistant job openings in Remote, OR as of June 2026, with employment types broken down into 2% As Needed, 74% Full Time, 20% Part Time, 2% Temporary, and 2% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution.

Client Relationship Manager

International Benefits Administrators

OR • On-site

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

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Job description

CLIENT RELATIONSHIP MANAGER

International Benefits Administrators (IBA) is a leading third-party administrator specializing in self-funded health plan administration. We partner with employers, brokers, providers, and healthcare stakeholders to deliver innovative benefit solutions, accurate claims administration, and exceptional service. Our organization is committed to operational excellence, technology-enabled solutions, continuous improvement, and a culture of accountability and collaboration.

Description and Requirements
As a Client Relationship Manager, you will be responsible for the overall satisfaction, retention, and strategic management of an assigned book of business. You will serve as the primary relationship owner for clients and brokers, developing a deep understanding of each client’s benefit strategy, plan performance, organizational priorities, and service expectations.

The Client Relationship Manager works across internal departments and external partners to ensure issues are resolved effectively, commitments are met, and clients receive proactive, knowledgeable, and responsive support. Success in this role requires strong relationship management, communication, analytical skills, and ownership of the overall client experience.

Responsibilities:

Strategic Account Management: Develop a comprehensive understanding of each client’s benefit strategy, plan performance, organizational priorities, and service expectations. Proactively identify opportunities to improve the client experience, plan performance, and overall partnership.

Client Retention: Maintain a strong understanding of client satisfaction, service concerns, competitive threats, and renewal risk. Proactively identify at-risk relationships and develop action plans with leadership and internal stakeholders to strengthen the relationship and support retention.

Client Communication: Serve as the primary point of contact for client and broker inquiries, requests, and concerns. Maintain regular communication regarding relevant initiatives, projects, service matters, and organizational developments. Ensure escalated concerns are addressed promptly and effectively.

Relationship Building: Develop and maintain strong, trust-based relationships with clients and brokers. Build credibility as a knowledgeable and dependable partner while maintaining an

understanding of each client’s goals, expectations, and evolving needs.

Performance Reporting & Analysis: Coordinate and deliver recurring and ad hoc client reporting. Analyze utilization, financial, service, and operational performance to identify trends, emerging concerns, and opportunities. Translate data into clear, actionable insights for clients and brokers during monthly, quarterly, mid-year, and annual reviews.

Issue Resolution: Own the coordination of client-facing issues across internal departments and external partners, ensuring clear accountability, appropriate escalation, timely follow-up, and effective resolution. Identify recurring issues and work with internal teams to address underlying causes.

Implementation & Transition Support: Partner with the Implementation Manager during new client onboarding and significant plan changes to ensure relationship continuity, clear communication, and a successful transition to ongoing account management.

What We're Looking For

·       Must reside in New Jersey, New York, or Connecticut.

·       Associate degree or equivalent combination of education and relevant industry experience.

·       3-6 years previous experience in self-funded health plans.

·       Excellent communication skills, both verbal and written.

·       Strong problem-solving and decision-making abilities.

·       Ability to multitask, prioritize, and manage time effectively.

·       Proficiency in using computer systems and software applications, including CRM software.

·       Ability to work independently and as part of a team in a fast-paced environment.

·       Willingness to adapt to changing priorities and customer needs.

Why Join IBA?

If you enjoy solving complex benefit challenges, improving operational quality, and directly influencing how healthcare claims are administered and paid, IBA offers an opportunity to make a meaningful impact while working alongside experienced professionals in a collaborative environment.

Equal Employment Opportunity

International Benefits Administrators (IBA) is an Equal Opportunity Employer. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race, color, religion, creed, sex, pregnancy, childbirth or related medical conditions, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable federal, state, or local law.

IBA is committed to fostering an inclusive workplace where all employees are treated with dignity and respect and are provided equal opportunities to succeed.

Essential Functions Disclaimer

The duties and responsibilities described in this job description are intended to describe the general nature and level of work performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, or skills required. Management reserves the right to modify, assign, or remove duties and responsibilities as business needs dictate.

At-Will Employment (Recommended)

 

Employment Disclaimer

Nothing contained in this job description is intended to create a contract of employment, express or implied, or alter the at-will nature of employment. Employment with IBA is at will, meaning either the employee or the Company may terminate the employment relationship at any time, with or without cause or advance notice, subject to applicable law.


Company Description

In business since 1972, International Benefits Administrators (IBA) is a third party administrator that specializes in personalized health services and plan management.

IBA’s extensive experience in administering health plans is based on our principal of professionalism and total commitment to the client. IBA offers claim service from our experienced staff that provides quick and effective resources to claimant’s needs. A dedicated team of representatives is available to our clients ensuring that requests are handled in a professional and expedient manner. Our goal is to enhance the quality of our clients' benefit plans, incorporating all necessary guidelines, to ensure they are cost effective and well received by all employees.