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Full Time Remote Crm Jobs (NOW HIRING)

Cerity Partners

CRM Data Analyst

Louisville, KY · On-site +1

Provide CRM conversion project team support. This includes: * Scheduling project calls, trainings ... Proven history of being a "self-starter," and a track record of working effectively in a remote ...

OUTLOOK GROUP

CRM & Lifecycle Manager

Glendale, CA · On-site +1

$115K - $130K/yr

What We're Looking For: We're looking for a CRM & Lifecycle Manager to join our team. This role will be focused on building strategic, data driven and customer centric programs that drive long term ...

ForgeFit

Remote Customer Service Specialist

New Haven, CT · On-site +1

$17 - $22.75/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Louisville, KY · On-site +1

$16.25 - $21.50/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Rochester, MN · On-site +1

$17.25 - $22.75/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Orlando, FL · On-site +1

$15.75 - $21/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Sacramento, CA · On-site +1

$18.25 - $24/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Memphis, TN · On-site +1

$16.50 - $21.75/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Hampton, VA · On-site +1

$16.50 - $21.75/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

ForgeFit

Remote Customer Service Specialist

Milwaukee, WI · On-site +1

$16.75 - $22.25/hr

S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness ... Keep accurate records of customer interactions using CRM * Proactively follow up on customer needs ...

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Full Time Remote Crm information

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How much do full time remote crm jobs pay per year?

As of Jun 16, 2026, the average yearly pay for full time remote crm in the United States is $124,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,000.00 and $164,000.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Remote Crm vs Full Time Remote Customer Support Specialist?

AspectFull Time Remote CrmFull Time Remote Customer Support Specialist
Required CredentialsCRM certifications, experience with CRM platformsCustomer service training, communication skills
Work EnvironmentRemote, CRM software-focusedRemote, customer interaction-focused
Industry UsageSales, marketing, customer relationship managementCustomer service, technical support

Full Time Remote Crm roles focus on managing customer relationships through CRM platforms, requiring specific certifications and technical skills. Customer Support Specialists handle direct customer interactions, emphasizing communication and problem-solving. Both roles are remote but serve different functions within the customer experience ecosystem.

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Full Time Remote Crm jobs near you
CRM Data Analyst

CRM Data Analyst

Cerity Partners

Louisville, KY • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Primary Responsibilities
As a member of the CRM conversion project team your responsibilities would include the following activities:
  • Provide CRM conversion project team support. This includes:
    • Scheduling project calls, trainings, and other adhoc meetings with all stakeholders
    • Follow up emails documenting all action items, decisions made, important notes (following project calls, initial training, CRM access, etc.)
    • Launching new project Asana boards and notifying all associated parties
    • Keeping all Asana timelines and tasks up to date
    • Preparing for project calls/project call follow ups
    • Update training decks with Salesforce features as deployments occur
    • Keeping internal documentation up to date: Confluence, Smartsheet, Merger Cheat sheets, etc.
  • Support the integration of new advisors on to the Salesforce system. This includes:
    • Onboarding set up within Salesforce platform for incoming teams
    • Updating users after tech over - Salesforce & DocuSign
    • Validation of all conversion related data
    • Miscellaneous project specific tasks
  • During the life of the project, help serve as a point of contact for all questions for advisor teams, and third-party solution providers.
  • Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the CRM platform.
  • Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
  • Assist with improvement projects, ad-hoc projects and complete assigned research projects.
  • Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies.

Required Qualifications:
  • Proven history of being a "self-starter," and a track record of working effectively in a remote/virtual environment, with a distributed team.
  • Ability to "manage up" and have direct, open, and progressive conversations with Management and Partners across the firm.
  • An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
  • Team player who welcomes feedback with the goal of continuous improvement.
  • Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
  • Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
  • Proficiency in technology/applications a must - experience with Salesforce and Excel required.
  • Bachelor's degree in Business or related field required.
  • 1-3 years related investment services industry experience preferred.
  • Experience with other CRM softwares such as Hubspot, Wealthbox, Dynamics a plus.
  • Experience with project management a plus.

Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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