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Crm Financial Jobs (NOW HIRING)

Practice Builders

CRM

The CRM executes the established scope of plan, delivering solutions to the client within the determined project SLA. Responsible for coordinating timeline and all resources internally to achieve ...

Unilode Aviation Solutions

Govern financial impact indicators (penalties, disputes, claims, cost of escalations). * Use ... The CRM role acts as the primary interface between the customer and internal teams, driving trust ...

Analysis Group, Inc.

CRM Manager

Boston, MA

Since 1981, we have provided expertise in economics, finance, health care analytics, and strategy ... The CRM Manager serves as the primary business owner of the firm's CRM, ERM, and relationship ...

Populus Financial Group

CRM Specialist

Irving, TX · On-site

Our mission is to provide a broad range of quality financial products and services delivered with ... The CRM Specialist will work on email, SMS, and push programs for our various brands. This role ...

Ten Group

CRM Manager

New York, NY · On-site

As CRM Manager (Customer Relationship Management), you will play a critical role in leading the delivery of our CRM program across the Americas/EMEA/LAC/APAC region while driving major strategic ...

CONCEPT SERVICES, LTD

CRM Consultant

Akron, OH · On-site

$90K - $110K/yr

The CRM Consultant may also become aware of confidential information related to company decisions, personnel matters, accounts, or financial issues, and is expected to always maintain complete ...

Holley Performance

CRM Manager

Bowling Green, KY · On-site

Position Summary The CRM Manager supports Holley's Customer 360 vision by executing the hands on work required to build, maintain, and optimize CRM programs in HubSpot. This role focuses on daily ...

Canopy Service Partners

CRM Manager

Chicago, IL

$100K - $115K/yr

As a CRM Manager, you will play a key role in optimizing and managing Canopy's core CRM and Field Service Management (FSM) platforms, ensuring operational consistency and supporting the company ...

Carmeuse

CRM Manager

Pittsburgh, PA

$150K - $167K/yr

The CRM Manager drives the ongoing, phased development and execution of the Customer 360 roadmap, enhancing business processes and enabling stronger insights and reporting in close collaboration with ...

Carmeuse

CRM Manager

Pittsburgh, PA · On-site

$150K - $167K/yr

The CRM Manager drives the ongoing, phased development and execution of the Customer 360 roadmap, enhancing business processes and enabling stronger insights and reporting in close collaboration with ...

The Aspen Group

Manager, CRM

Chicago, IL · On-site

$110K - $125K/yr

Support the development and execution of CRM strategies aligned with brand and marketing objectives, owning priority customer journey touchpoints and lifecycle to guide messaging, timing, and ...

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All JobsCrm Financial Jobs

Crm Financial information

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$39K

$102.1K

$172K

How much do crm financial jobs pay per year?

As of Jun 9, 2026, the average yearly pay for crm financial in the United States is $102,130.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $132,000.00 per year, depending on experience, location, and employer.

What is a CRM Financial specialist?

A CRM Financial specialist is a professional who manages and optimizes customer relationship management (CRM) systems specifically for financial institutions, such as banks or investment firms. Their main role is to help organizations improve client interactions, streamline sales and marketing efforts, and ensure regulatory compliance within the financial sector. They analyze customer data, implement CRM software solutions, and provide training to staff. By leveraging CRM technology, they aim to increase customer satisfaction and drive business growth.

How does a CRM Financial professional typically collaborate with other departments within a financial organization?

A CRM Financial professional often works closely with departments like sales, marketing, compliance, and IT to ensure client data is accurately maintained and leveraged for business growth. They coordinate with sales teams to streamline lead management, collaborate with marketing for targeted campaigns, and work with compliance to ensure data handling meets industry regulations. Additionally, they partner with IT to implement and optimize CRM software solutions, ensuring seamless integration with existing systems. This cross-functional collaboration is key to enhancing customer experience and achieving organizational goals.

What is the difference between Crm Financial vs Crm Analyst?

AspectCrm FinancialCrm Analyst
Required CredentialsFinance-related certifications, such as CFA or CPAData analysis certifications, like CRM or data analytics courses
Work EnvironmentFinance departments, client financial analysisMarketing, sales, customer data analysis
Employer & Industry UsageFinancial institutions, banks, corporate financeRetail, marketing agencies, tech companies
Common Search & Comparison IntentFinancial performance, budgeting, reportingCustomer insights, data trends, reporting

Crm Financial professionals focus on financial data, budgeting, and reporting within finance departments, often requiring finance certifications. Crm Analysts analyze customer data to improve marketing and sales strategies, typically with data analysis skills. While both roles involve CRM systems, their core functions and industry applications differ significantly.

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

To thrive as a CRM Financial Specialist, you need a strong understanding of customer relationship management principles, finance or accounting knowledge, and typically a bachelor's degree in business, finance, or a related field. Familiarity with major CRM platforms like Salesforce or Microsoft Dynamics, as well as proficiency in financial analysis tools and data management systems, is essential. Excellent communication, problem-solving skills, and attention to detail help you build client trust and tailor financial solutions effectively. These skills are vital for optimizing client relationships, ensuring accurate financial management, and driving business growth.
More about Crm Financial jobs
What cities are hiring for Crm Financial jobs? Cities with the most Crm Financial job openings:
What job categories do people searching Crm Financial jobs look for? The top searched job categories for Crm Financial jobs are:
Crm Financial jobs near you
Infographic showing various Crm Financial job openings in the United States as of June 2026, with employment types broken down into 71% Full Time, and 29% Part Time. Highlights an 100% In-person job distribution, with an average salary of $102,130 per year, or $49.1 per hour.

CRM

Practice Builders

Remote

Other

Posted 3 days ago

Job description

Job SummaryThe Alta Client Revenue Manager work and support their assigned team in Revenue Cycle Services for their assigned clients. The CRM executes the established scope of plan, delivering solutions to the client within the determined project SLA. Responsible for coordinating timeline and all resources internally to achieve timely results.

Works closely with the software Implementation Specialists to coordinate software and billing deadlines and go-lives. Works with US based and overseas CRM managers on the RCS team, coordinating work as needed. The CRM is required to manage multiple projects and project types concurrently.

Scope of work will include new & current client implementation agreements change orders for additional services post implementation.?. The CRM oversees new & existing credentialing updates, customer/patient support team & offshore team daily functions. CRM works to clarify communication, address questions and concerns, mediate conflict, and maintain order.'Essential Functions Serve as a manager liaison between IOC & Alta offices to ensure smooth delivery on all client deliverables according to contracts

Oversee client invoicing process and ensure client profitability. Partake in client kick-off calls with the ECL Implementation Specialists, driving the enrollment and registration process for all medical billing needs. Provide innovative solutions to both clients & internal teams in revenue cycle process.

Oversee the E-bridge batch routing process and ensure TAT for all batches, including query resolution, improvement practices, ETC. Work as a communication agent between the client and EDI Specialist, confirming all enrollment forms (paper and digital) are processed Manage client termination requests including documentation, team work flow, PMS access terminated, Final reports sent, E-bridge, Smartsheet, etc. Coordinate weekly or bi-weekly meetings with clients, specifically their billing staff.

Provide training & education to both Alta & IOC offices where required. Onboard all new clients into RCM related processes and ensure smooth delivery on all areas. Oversee setup and registration for clearinghouse, patient statements, ERA/EFT Enrollment, credentialing, payor portals for new and existing clients Standardize work-flow processes throughout the revenue cycle to assist in achieving consistency Write or revise client Standard Operating Procedures (SOPs).

Obtain all technical setup for the RCS team from the clients or ECL Supports IT (RDP connections, software logins, VPNs) Identify and achieve quarterly goals (rocks) based upon the Rockefeller methodology. Actively monitor KPI's and TAT across the team scopes Knowledge KSAs Medical billing experience and Revenue Cycle Service experience required Associates Degree or +5 years experience preferred Demonstrate success in a client facing role with a medical practice. Experience working successfully with Off & On shore operations.

Strong verbal and written communication skills Moderate skills in Microsoft Excel, Word, Powerpoint, Teams, & Outlook Experience with EMR, PM, Optical, or ASC software preferred Medical clinic workflow experience beneficial

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