Customer Relationship Management Jobs
Customer Relationship Management jobs are open across financial services, technology, healthcare, retail, and telecommunications, from entry-level associate to director, with specializations in CRM strategy, CRM systems administration, and customer data analytics. Scan the live roles below and apply to whichever ones fit.
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The Business Banking Relationship Manager II is responsible for developing and managing business banking relationships through the delivery of lending, treasury, and financial solutions tailored to client needs. This role drives new business development, portfolio growth, risk management, and client satisfaction for businesses with annual revenues up to $5 million while partnering across the organization to deliver a seamless client experience. Other duties as assigned.
Key Responsibilities
- Develop, expand, and maintain relationships with business banking clients and prospects to support their financial needs and achieve business growth objectives.
- Generate new business opportunities through proactive prospecting, market development activities, referral generation, and relationship-building efforts.
- Identify client opportunities and assess financial needs to deliver tailored lending, deposit, treasury management, and other financial solutions.
- Manage an assigned portfolio of business banking relationships while maintaining a strong focus on client satisfaction, retention, and portfolio growth.
- Partner with internal specialists and business partners to provide comprehensive financial solutions and enhance the overall client experience.
- Coordinate with underwriting, treasury management, wealth management, retail banking, operations, and other internal teams to support client acquisition, servicing, and issue resolution.
- Ensure proper loan structuring and adherence to established credit, risk, and lending policies while supporting sound risk management practices.
- Monitor portfolio performance, including past dues, exceptions, covenant compliance, renewals, and overall credit quality.
- Maintain an active pipeline of borrowing and non-borrowing opportunities and effectively manage sales activities to achieve established business goals.
- Cross-sell appropriate bank products and services by identifying opportunities that align with client needs and financial objectives.
- Maintain strong community involvement and professional networks to increase market presence and generate business development opportunities.
- Assist in coaching and sharing knowledge with less experienced team members as appropriate.
- Remain current on all applicable banking regulations, compliance requirements, policies, procedures, and training requirements.
- Perform assigned responsibilities in compliance with all applicable legal, regulatory, and organizational requirements.
Reporting Relationship
Reports to the Business Banking Leader.
Qualifications
Education & Experience
- Bachelor's Degree required; equivalent combination of education and experience may be considered.
- Typically requires 5 to 6 or more years of business banking, commercial lending, relationship management, or related financial services experience.
Knowledge & Skills
- Advanced knowledge of business banking products, services, lending practices, treasury management solutions, and relationship management principles.
- Demonstrated ability to identify client needs and deliver tailored financial solutions.
- Strong sales, business development, and relationship-building skills.
- Ability to manage multiple priorities and work independently with limited supervision.
- Strong analytical, problem-solving, and decision-making abilities.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Ability to collaborate effectively with internal partners and product specialists.
- Experience managing difficult and complex situations while exercising sound judgment.
Required Certifications/Licenses
- May require obtaining and/or maintaining NMLS registration.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits (https://www.atlanticunionbank.com/about/careers/benefits).
We are proud to be an Equal Opportunity Employer, including Disability and Protected Veteran status. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
The Business Banking Relationship Manager II is responsible for developing and managing business banking relationships through the delivery of lending, treasury, and financial solutions tailored to client needs. This role drives new business development, portfolio growth, risk management, and client satisfaction for businesses with annual revenues up to $5 million while partnering across the organization to deliver a seamless client experience. Other duties as assigned.
Key Responsibilities
- Develop, expand, and maintain relationships with business banking clients and prospects to support their financial needs and achieve business growth objectives.
- Generate new business opportunities through proactive prospecting, market development activities, referral generation, and relationship-building efforts.
- Identify client opportunities and assess financial needs to deliver tailored lending, deposit, treasury management, and other financial solutions.
- Manage an assigned portfolio of business banking relationships while maintaining a strong focus on client satisfaction, retention, and portfolio growth.
- Partner with internal specialists and business partners to provide comprehensive financial solutions and enhance the overall client experience.
- Coordinate with underwriting, treasury management, wealth management, retail banking, operations, and other internal teams to support client acquisition, servicing, and issue resolution.
- Ensure proper loan structuring and adherence to established credit, risk, and lending policies while supporting sound risk management practices.
- Monitor portfolio performance, including past dues, exceptions, covenant compliance, renewals, and overall credit quality.
- Maintain an active pipeline of borrowing and non-borrowing opportunities and effectively manage sales activities to achieve established business goals.
- Cross-sell appropriate bank products and services by identifying opportunities that align with client needs and financial objectives.
- Maintain strong community involvement and professional networks to increase market presence and generate business development opportunities.
- Assist in coaching and sharing knowledge with less experienced team members as appropriate.
- Remain current on all applicable banking regulations, compliance requirements, policies, procedures, and training requirements.
- Perform assigned responsibilities in compliance with all applicable legal, regulatory, and organizational requirements.
Reporting Relationship
Reports to the Business Banking Leader.
Qualifications
Education & Experience
- Bachelor's Degree required; equivalent combination of education and experience may be considered.
- Typically requires 5 to 6 or more years of business banking, commercial lending, relationship management, or related financial services experience.
Knowledge & Skills
- Advanced knowledge of business banking products, services, lending practices, treasury management solutions, and relationship management principles.
- Demonstrated ability to identify client needs and deliver tailored financial solutions.
- Strong sales, business development, and relationship-building skills.
- Ability to manage multiple priorities and work independently with limited supervision.
- Strong analytical, problem-solving, and decision-making abilities.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Ability to collaborate effectively with internal partners and product specialists.
- Experience managing difficult and complex situations while exercising sound judgment.
Required Certifications/Licenses
- May require obtaining and/or maintaining NMLS registration.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits (https://www.atlanticunionbank.com/about/careers/benefits).
We are proud to be an Equal Opportunity Employer, including Disability and Protected Veteran status. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Top Cities Hiring Customer Relationship Managements
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Investment & Asset Management
- Food & Beverage
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in customer relationship management jobs.
- Proficiency with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics
- 2 to 5 years of experience in customer relationship management, account management, or customer success
- Strong analytical skills with experience interpreting customer data and retention metrics
- Excellent written and verbal communication skills for cross-functional collaboration
- Bachelor's degree in business, marketing, communications, or a related field
- Experience with data segmentation, pipeline management, or CRM workflow automation
Tips for Your Customer Relationship Management Job Search
Tailor your resume around CRM platforms
Hiring managers scan for specific platforms like Salesforce, HubSpot, or Microsoft Dynamics. Name every system you've administered or configured, including modules you've customized, because vague references to CRM experience rarely pass applicant tracking system filters.
Quantify customer retention and satisfaction outcomes
Generic claims about improving customer relationships don't land. Replace them with concrete outcomes you drove, such as reduced churn, higher net promoter scores, or faster resolution times. Numbers tied to your direct actions are what CRM hiring managers prioritize.
Apply early to roles that fit
Migrate Mate lists customer relationship management openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target industries where your CRM expertise aligns
CRM workflows differ sharply between B2B SaaS, retail, and healthcare. Identify the two or three industries where your experience is deepest and focus your search there, since employers value candidates who already understand their customer lifecycle.
Prepare for scenario-based interview questions
Interviewers in this field routinely ask how you handled a churned account, rebuilt a damaged customer relationship, or drove adoption of a new CRM tool across a reluctant team. Practice concise stories that walk through the situation, your actions, and the measurable result.
Negotiate using CRM certification as leverage
Salesforce Administrator, HubSpot CRM, or Microsoft Dynamics certifications carry real weight in salary discussions. If you hold one, reference it explicitly during negotiation as a signal that your ramp-up time and training cost are lower than competing candidates.
Customer Relationship Management Jobs: Frequently Asked Questions
Which companies are hiring the most customer relationship managements?
The companies hiring the most customer relationship managements right now include Deloitte, PNC Financial Services, and The Hartford, with the largest share of openings in Texas, New York, and Illinois, based on current listings on Migrate Mate as of September 2026. Demand is especially concentrated in financial services, enterprise technology, and healthcare organizations managing large customer bases.
How many customer relationship management jobs are remote?
About 68% of customer relationship management openings are fully remote or hybrid as of September 2026, reflecting broad employer acceptance of distributed CRM teams. Roles focused on CRM strategy, data analysis, and customer communications tend to be the most remote-friendly, while positions requiring hands-on client meetings or in-person account management lean toward hybrid or on-site arrangements.
How do you become a customer relationship management?
Start by building foundational knowledge in customer success, account management, or sales operations. Get certified on at least one major CRM platform, since certifications are a common screening requirement. Gain hands-on experience managing a customer portfolio or maintaining CRM data integrity. From there, develop skills in retention analysis and cross-functional communication, which move you into more senior CRM roles.
How do you get a customer relationship management job with little experience?
Start in a customer-facing role such as customer support, inside sales, or account coordination, where you naturally work inside a CRM system daily. Earning a free or low-cost certification on Salesforce or HubSpot demonstrates platform fluency even without years of experience. Highlight any project where you tracked customer interactions, improved a process, or contributed to retention outcomes, however small, to show relevant judgment.
What does the customer relationship management interview process look like?
Most processes open with a recruiter screening call focused on your background and CRM tool experience. A hiring manager interview follows, covering your approach to customer retention, churn prevention, and cross-team collaboration. Many employers then include a practical exercise, such as auditing a sample CRM data set or presenting a retention strategy. Final rounds typically involve a panel with sales, marketing, or customer success leadership.
Where can I find and apply to customer relationship management jobs?
You can find and apply to customer relationship management jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, industry background, and preferred work arrangement, then apply directly to each listing that fits.
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