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Customer Relationship Management Operations Manager Jobs in Tennessee

Clean Team

General Manager

Knoxville, TN · On-site

... management, operations management, workforce leadership, customer retention, and business ... M or workforce management software experience Work Environment Office-based with frequent client ...

RoofIT CRM

Software Sales Representative

Kodak, TN · On-site

The role involves understanding customer needs, presenting CRM features that solve their operational challenges, and maintaining ongoing communication with prospects and existing accounts. The ...

Posted today

Implify Inc

SAP CRM Architect Lead

Nashville, TN · On-site

$53.25 - $73.25/hr

SAP CRM Architect Lead Location: Nashville, TN Duration: 6 months+ 5 day onsite work week MUST have actual lead experience. SAP CRM 7.0 Web UI hands-on experience. Strong expertise in BOL/GENIL ...

CTI

Fighter Instructor SME/CRM

Memphis, TN

Review all aircraft and operations-related publications for updated information to be incorporated ... CRM research, and etc.) SUPERVISORY/MANAGEMENT RESPONSIBLITY None

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Customer Relationship Management Operations Manager information

What is the difference between Customer Relationship Management Operations Manager vs Customer Service Manager?

AspectCustomer Relationship Management Operations ManagerCustomer Service Manager
Primary FocusOverseeing CRM systems, data analysis, and process optimization to enhance customer relationshipsManaging customer service teams and ensuring customer satisfaction through direct support
Required SkillsCRM software proficiency, data analysis, process improvementCustomer support, communication, conflict resolution
Work EnvironmentCollaborates with sales, marketing, and IT departmentsLeads customer service teams, interacts directly with customers
Common Industry UsageUsed in industries with CRM systems like retail, finance, techCommon in retail, hospitality, and service sectors

The Customer Relationship Management Operations Manager focuses on optimizing CRM systems and processes to improve customer engagement, while the Customer Service Manager emphasizes managing support teams to ensure customer satisfaction. Both roles require strong communication skills but differ in their core responsibilities and work environments.

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For Customer Relationship Management Operations Manager jobs in Tennessee, the most frequently searched job titles are:

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The top searched job categories for Customer Relationship Management Operations Manager jobs in Tennessee are:

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Cities in Tennessee with the most Customer Relationship Management Operations Manager job openings:

Customer Relationship Management Operations Manager jobs near you
Infographic showing various Customer Relationship Management Operations Manager job openings in Tennessee as of June 2026, with employment types broken down into 55% Full Time, 37% Part Time, 4% Temporary, and 4% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution.

Client Relationship Manager with Wealth Management Exp.

Brentwood, TN • On-site

Talent Search PRO
Human Resources Consulting Services • 1 - 10 employees
Learn more about Talent Search PROexternal

Full-time

Retirement, PTO

Posted 12 days ago

Job description

Client Relationship Manager | Wealth Management Experience Required | Brentwood, TN

Wealth management clients are not just account numbers. They are families who have spent decades building something and they need someone in their corner who is organized, responsive and genuinely invested in their financial wellbeing.

This role is for the person who understands that and brings that level of care to every client interaction.

A wealth management and financial planning firm in Brentwood, Tennessee is looking for a Client Relationship Manager to serve as the bridge between clients and financial advisors. This is a role with a defined career path toward either Operations Management or a Financial Planner and Advisor track depending on where you want to take your career.

What you get:

  • $55,000 to $75,000 a year plus bonus potential
  • 401(k) with profit sharing
  • Paid time off and paid holidays
  • A defined career path toward Operations Management or Financial Planning and Advisory
  • Hands on exposure to investments, financial planning, account servicing and wealth management operations
  • A professional and collaborative environment where your contribution is seen and valued

What you will be doing:

  • Serving as the primary point of contact for wealth management clients
  • Building and maintaining long term client relationships while supporting financial advisors
  • Processing account maintenance requests and coordinating client paperwork
  • Preparing materials and information for client meetings
  • Scheduling and coordinating client appointments and advisor calendars
  • Following up on outstanding client requests and action items
  • Maintaining accurate client records in Salesforce CRM and internal systems
  • Handling confidential financial and personal information with discretion
  • Coordinating with internal and external partners to resolve account and service issues

What you need to bring:

  • Two to four years of administrative or client service experience in financial services
  • Experience in a financial planning, wealth management, investment or insurance environment strongly preferred
  • Bachelor's degree
  • Experience supporting financial advisors or other financial professionals preferred
  • Advanced proficiency in Microsoft Office
  • Familiarity with Salesforce CRM or similar client relationship management software
  • Strong organizational skills and excellent attention to detail