Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call. * Provide training support internally on department processes and system ...
Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call. * Provide training support internally on department processes and system ...
Entry Level Sales Consultant
Marion, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Quick apply
Entry Level Sales Consultant
Marion, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Entry Level Sales Consultant
Marion, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Quick apply
Entry Level Sales Consultant
Marion, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Entry Level Sales Consultant
Muscatine, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Quick apply
Entry Level Sales Consultant
Muscatine, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Entry Level Sales Consultant
Muscatine, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Quick apply
Entry Level Sales Consultant
Muscatine, IA · On-site
$40K - $70K/yr
As an Entry Level Direct Sales Associate at Summit, you'll play a pivotal role in establishing ... Enter business client information weekly into CRM At Summit, we offer endless opportunities for ...
Maintain accurate client records, pipeline activity, and relationship updates within CRM systems. Education & Experience Required * Bachelor's degree in Finance, Business, Agriculture, or a related ...
Maintain accurate client records, pipeline activity, and relationship updates within CRM systems. Education & Experience Required * Bachelor's degree in Finance, Business, Agriculture, or a related ...
Maintain accurate client records, pipeline activity, and relationship updates within CRM systems. Education & Experience Required * Bachelor's degree in Finance, Business, Agriculture, or a related ...
Maintain accurate client records, pipeline activity, and relationship updates within CRM systems. Education & Experience Required * Bachelor's degree in Finance, Business, Agriculture, or a related ...
Entry-Level Wealth Manager
Des Moines, IA · On-site
As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both ... CRM tools is helpful. • FINRA Series 7 & 63/66 is a plus (not required to apply)
Entry-Level Wealth Manager
Des Moines, IA · On-site
As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both ... CRM tools is helpful. • FINRA Series 7 & 63/66 is a plus (not required to apply)
... CRM systems and onboarding records • Assist fraud prevention and compliance investigations • Generate reports and maintain documentation Required Skills • KYC / KYB / AML experience • ...
... CRM systems and onboarding records • Assist fraud prevention and compliance investigations • Generate reports and maintain documentation Required Skills • KYC / KYB / AML experience • ...
Entry-Level Admin Assistant
Waterloo, IA · On-site
$16.75 - $23/hr
Growth and advancement opportunities Responsibilities • Manage scheduling and customer communication • Track lawn care progress and service updates • Support QuickBooks and CRM data entry • ...
Entry-Level Admin Assistant
Waterloo, IA · On-site
$16.75 - $23/hr
Growth and advancement opportunities Responsibilities • Manage scheduling and customer communication • Track lawn care progress and service updates • Support QuickBooks and CRM data entry • ...
Customer Service Representative
Johnston, IA · On-site
$16 - $18/hr
Familiarity with CRM systems and customer support tools #ZR
Quick apply
Customer Service Representative
Johnston, IA · On-site
$16 - $18/hr
Familiarity with CRM systems and customer support tools #ZR
Support QuickBooks and CRM data entry * Assist with quotes, ordering, and office coordination * General administrative support as needed Qualifications: * Strong communication skills with a customer ...
Quick apply
Support QuickBooks and CRM data entry * Assist with quotes, ordering, and office coordination * General administrative support as needed Qualifications: * Strong communication skills with a customer ...
Entry Level Sales Consultant
Fort Dodge, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Quick apply
Entry Level Sales Consultant
Fort Dodge, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Entry Level Sales Consultant
Burlington, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Quick apply
Entry Level Sales Consultant
Burlington, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Customer Support Representative
Johnston, IA · On-site
$18 - $20/hr
Document all interactions in CRM/case management systems * Process custom/special orders and coordinate with internal teams * Build and maintain strong customer relationships * Schedule follow-ups ...
Quick apply
Customer Support Representative
Johnston, IA · On-site
$18 - $20/hr
Document all interactions in CRM/case management systems * Process custom/special orders and coordinate with internal teams * Build and maintain strong customer relationships * Schedule follow-ups ...
Entry Level Sales Consultant
Fort Dodge, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Quick apply
Entry Level Sales Consultant
Fort Dodge, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Entry Level Sales Consultant
Burlington, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Quick apply
Entry Level Sales Consultant
Burlington, IA · On-site
$40K - $70K/yr
Position: Entry Level Insurance Agent Company Overview: Join our dynamic team at Summit Business ... Short sales cycle, typically less than 3 business days. * CRM and classroom and field training.
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Quick apply
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Understand how to document and submit sales call information in CRM (Customer Relationship Management System).Assist with inventory control of products offered at the location. * Maintain inventory ...
Entry Level Crm information
See Iowa salary details
$38K - $42.2K
4% of jobs
$42.2K - $46.4K
6% of jobs
$46.4K - $50.6K
14% of jobs
$50.8K is the 25th percentile. Wages below this are outliers.
$50.6K - $54.8K
12% of jobs
$54.8K - $59K
6% of jobs
$59K - $63.1K
5% of jobs
The median wage is $64.8K / yr.
$63.1K - $67.3K
5% of jobs
$67.3K - $71.5K
16% of jobs
$72.7K is the 75th percentile. Wages above this are outliers.
$71.5K - $75.7K
20% of jobs
$75.7K - $79.9K
5% of jobs
$79.9K - $84.1K
5% of jobs
$38K
$63.1K
$84.1K
How much do entry level crm jobs pay per year?
What is an entry level CRM?
An Entry Level CRM (Customer Relationship Management) job involves helping businesses manage customer interactions, data, and relationships using CRM software. Responsibilities may include data entry, updating customer records, assisting with customer support, and analyzing customer trends. This role often requires strong communication skills, attention to detail, and basic knowledge of CRM platforms like Salesforce or HubSpot. It is a great starting point for a career in sales, marketing, or customer service.
What are the typical responsibilities of an entry level CRM?
As an Entry Level CRM specialist, your daily tasks usually revolve around updating customer records, assisting with data entry, supporting marketing or sales campaigns, and preparing reports based on customer activity. You may also help resolve customer inquiries and collaborate closely with sales, marketing, and customer service teams to ensure the CRM database remains accurate and up to date. This role offers a dynamic environment where attention to detail and good organization are essential. Over time, you can expect to gain experience with more advanced CRM functions and potentially move into roles like CRM analyst or manager.
What are the key skills and qualifications needed to thrive in an entry level CRM position, and why are they important?
To thrive as an Entry Level CRM professional, you need a basic understanding of customer relationship management principles, data entry accuracy, and a relevant bachelor's degree is often preferred. Familiarity with popular CRM platforms like Salesforce, HubSpot, or Zoho, as well as proficiency in Excel or other data management tools, is valuable. Strong communication, attention to detail, and an eagerness to learn help newcomers excel in this collaborative role. These skills are essential for maintaining accurate customer records, supporting sales and marketing teams, and ensuring a positive customer experience.
How to start a career in CRM?
Is entry level CRM a hard job?
What are the most commonly searched types of Crm jobs in Iowa?
The most popular types of Crm jobs in Iowa are:
What job categories do people searching Entry Level Crm jobs in Iowa look for?
The top searched job categories for Entry Level Crm jobs in Iowa are:
What cities in Iowa are hiring for Entry Level Crm jobs?
Cities in Iowa with the most Entry Level Crm job openings:

Full-time
Re-posted 29 days ago
Job description
The Advisor Relationship Manager serves as a liaison to our current clients and team members, guiding functionality and creating memorable customer experiences. Their knowledge base and ability to troubleshoot in the moment helps create an impactful trust and rapport while supporting others. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally. To be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.
Essential Job Functions
Serve as a key point of contact for customers, clients and other representatives. Handles complex and escalated phone calls from representatives and customers to resolve issues.
Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
Provide training and support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer.
Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
Utilize the CRM (Client Relationship Management) tool to accurately collect records, comments and notes from each call.
Provide training support internally on department processes and system navigation.
Participate in special projects as assigned.
Document and update current procedures to ensure future alignment
Other duties as assigned.
Experience and Education
Two to four years Financial Industry experience is required.
Associate's degree (A.A.) from an accredited location: or two to four years related experience and/or training; or equivalent combination of education and experience.
Iowa Insurance license required within first 60 calendar days of employment
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.