What does a customer relationship specialist do?

A customer relationship specialist is responsible for providing the highest quality services for the customers by responding to their inquiries and concerns and resolving their complaints. Customer relationship specialists document calls, update the account information of the customers on the database, and coordinate with the sales team in developing promotional techniques to sell goods and services for the customers. These specialists process orders, post payments, and confirm details with the customers. A customer relationship specialist must have excellent communication and organizational skills, especially in achieving customer satisfaction for business goals and objectives.
Customer relationship specialist responsibilities
Here are examples of responsibilities from real customer relationship specialist resumes:
- Used deductive reasoning, decision-making, and CRM technology to appropriately manage customer accounts and facilitate customer retention.
- Used SQL to generate customize reports.
- Clarify Georgia Medicaid policies and procedures to members and providers.
- Advise what items are need to complete Georgia Medicaid enrollment package.
- Used SQL to export data from older dates to do analysis, spot trends and forecast.
- Provide information to clients and help maintain FSA, HSA, HIA, and HRA accounts.
- Work with operational and sales areas to troubleshoot field inquiries and provide solutions to support sales initiatives.
- Perform policy changes and apply payments to policies while adhering to HIPPA laws, state mandates and departmental policies.
- Support customers by accepting full responsibility for their groceries during bagging, and taking groceries to the customer's car.
- Provide passion for technology and resourcefulness to generate sales.
- Divide online curriculum into specific learning modules resulting in higher comprehension of CRM products.
- Research and analyze problems and provide accurate education, information and solutions within HIPPA guidelines.
- Monitor customer reservations, efficient in customer resolution, assist teams with order allocation and expediting domestic and international shipments.
- Introduce new technology initiatives and virtualization solutions for both front and back ends.
- Capitalize on industry expertise in designing multiple best-of-breed products on voice, virtualization, mobility, and networking.
Customer relationship specialist skills and personality traits
We calculated that 19% of Customer Relationship Specialists are proficient in CRM, Salesforce, and Digital Marketing. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.
We break down the percentage of Customer Relationship Specialists that have these skills listed on their resume here:
- CRM, 19%
Divided online curriculum into specific learning modules resulting in higher comprehension of CRM products.
- Salesforce, 8%
Reconciled the difference between the total in the sales histories stored in SalesForce and the revenue report from the ERP.
- Digital Marketing, 7%
Managed digital marketing and integrated marketing campaign for clients.
- Customer Relationships, 6%
Directed all aspects of positive customer relationships, including educating developers, designers, and field engineers to deliver exceptional support.
- Email Marketing, 6%
Create email marketing messages using Constant Contact and Microsoft Outlook
- Excellent Interpersonal, 4%
Maintain excellent interpersonal skills while interacting effectively with customers.
Most customer relationship specialists use their skills in "crm," "salesforce," and "digital marketing" to do their jobs. You can find more detail on essential customer relationship specialist responsibilities here:
Communication skills. One of the key soft skills for a customer relationship specialist to have is communication skills. You can see how this relates to what customer relationship specialists do because "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, a customer relationship specialist resume shows how customer relationship specialists use communication skills: "managed quality communication, customer support and product representation for each member. "
Customer-service skills. Another skill that relates to the job responsibilities of customer relationship specialists is customer-service skills. This skill is critical to many everyday customer relationship specialist duties, as "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." This example from a resume shows how this skill is used: "provide direct customer support regarding property and casualty insurance. "
Interpersonal skills. customer relationship specialist responsibilities often require "interpersonal skills." The duties that rely on this skill are shown by the fact that "representatives should be able to create positive interactions with customers." This resume example shows what customer relationship specialists do with interpersonal skills on a typical day: "improved customer relationships and retention utilizing strong communication & interpersonal skills"
Listening skills. A commonly-found skill in customer relationship specialist job descriptions, "listening skills" is essential to what customer relationship specialists do. Customer relationship specialist responsibilities rely on this skill because "representatives must listen carefully to ensure that they understand customers in order to assist them." You can also see how customer relationship specialist duties rely on listening skills in this resume example: "communicated deadlines and followed up with companies for receipt of data needed for online campaign process improvement duties. "
Patience. While "patience" is last on this skills list, don't underestimate its importance to customer relationship specialist responsibilities. Much of what a customer relationship specialist does relies on this skill, seeing as "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is a resume example of how this skill is used in the everyday duties of customer relationship specialists: "resolved even the most difficult customer problems with professionalism, patience and efficiency. "
The three companies that hire the most customer relationship specialists are:
- Deloitte36 customer relationship specialists jobs
- Regions Bank17 customer relationship specialists jobs
- Desert Schools Federal Credit Union10 customer relationship specialists jobs
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Customer relationship specialist vs. Customer advisor
A customer advisor is responsible for assisting customers with their inquiries and concerns regarding the company's goods and services. Customer advisors also coordinate with the sales and marketing team to sell services by reaching out to potential and existing clients to increase revenue resources and profits. Customer advisors document reports, resolve complaints, and process orders and payments. A customer advisor must have excellent organizational and communication skills to ensure the highest customer satisfaction and achieve the business' long-term goals and objectives.
These skill sets are where the common ground ends though. The responsibilities of a customer relationship specialist are more likely to require skills like "salesforce," "digital marketing," "customer relationships," and "email marketing." On the other hand, a job as a customer advisor requires skills like "persuasion," "multitasking," "work ethic," and "customer care." As you can see, what employees do in each career varies considerably.
On average, customer advisors reach similar levels of education than customer relationship specialists. Customer advisors are 4.3% less likely to earn a Master's Degree and 0.5% less likely to graduate with a Doctoral Degree.Customer relationship specialist vs. Customer agent
A customer agent provides friendly service to external and internal customers. Customer agents talk to customers on behalf of businesses and companies. They help customers with their queries and complaints. It is their job to give customers a better understanding of the products. They answer questions with regards to their reservations. Sometimes, they also have sales roles. Oftentimes, they answer questions, process sales, provide information, and resolve problems.
In addition to the difference in salary, there are some other key differences worth noting. For example, customer relationship specialist responsibilities are more likely to require skills like "crm," "salesforce," "digital marketing," and "customer relationships." Meanwhile, a customer agent has duties that require skills in areas such as "data entry," "troubleshoot," "inbound phone calls," and "customer calls." These differences highlight just how different the day-to-day in each role looks.
In general, customer agents achieve similar levels of education than customer relationship specialists. They're 4.8% less likely to obtain a Master's Degree while being 0.5% less likely to earn a Doctoral Degree.Customer relationship specialist vs. Customer sales representative
The primary role of customer service representatives is to help customers with questions and complaints. It is also their duties and responsibilities to provide customers with information about services and products, take and process orders, and process returns and modifications. They also store records of customer transactions and interactions and provide feedback on customer service efficacy. Customer service representatives must also ensure that they can give customer satisfaction and offer the best professional support.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from customer relationship specialist resumes include skills like "crm," "salesforce," "digital marketing," and "customer relationships," whereas a customer sales representative is more likely to list skills in "customer sales," "cleanliness," "golf courses," and "social media marketing. "
When it comes to education, customer sales representatives tend to earn lower degree levels compared to customer relationship specialists. In fact, they're 5.5% less likely to earn a Master's Degree, and 0.3% less likely to graduate with a Doctoral Degree.Customer relationship specialist vs. Customer service liaison
Customer service liaisons are professionals who facilitate a working relationship between clients and an organization by providing excellent customer service. These liaisons must coordinate with the proper personnel to provide accurate answers for customers with concerns or questions. They must handle outgoing and incoming calls to provide positive client relations and ensure satisfaction. Customer service liaisons must also implement internal procedures and supervise technology updates to ensure all information records are organized for proper networking among employees and customers.
Even though a few skill sets overlap between customer relationship specialists and customer service liaisons, there are some differences that are important to note. For one, a customer relationship specialist might have more use for skills like "crm," "salesforce," "digital marketing," and "customer relationships." Meanwhile, some responsibilities of customer service liaisons require skills like "strong customer service," "patients," "data entry," and "telephone calls. "
The average resume of customer service liaisons showed that they earn similar levels of education compared to customer relationship specialists. So much so that theyacirc;euro;trade;re 0.5% less likely to earn a Master's Degree and more likely to earn a Doctoral Degree by 0.7%.Types of customer relationship specialist
Updated January 8, 2025











