Customer Relationship Management Jobs in Rhode Island
Customer Relationship Management jobs in Rhode Island are consistently active, with steady demand across financial services, healthcare administration, and retail and insurance sectors at levels from coordinator to senior manager. Providence anchors most of the hiring, with additional openings in Cranston and Warwick, where employers like Amica Mutual, CVS Health, and Lifespan maintain established operations and ongoing CRM needs. The most in-demand specialties include Salesforce administration, customer retention strategy, and CRM data analysis. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 23+ Customer Relationship Management jobs
ABOUT THE ROLE:
Responsible for cultivating new business and member relationships through active management of a portfolio and collaborating with our retail branch partners and external partners. Plays a key role in building relationships with members to deliver an exceptional experience.
WHAT YOU WILL DO:
- Generates new business in an assigned territory and manages relationships with expectations on exceeding assigned sales and service goals.
- Delivers Credit Union products and services with primary focus on deposit gathering including lending, cash management, investments, merchant services and payroll.
- Sources, structures and presents business lending opportunities.
- Executes targeted COI (center of influence) plan to build relationships and increase brand recognition in the marketplace in an effort to achieve goals.
- Acts as the primary partner with our Retail teams, including joint calling, coaching, and supporting designated branch assignments.
- Introduces members to appropriate lines of business or support specialists to deepen share of wallet.
- Represents the credit union in the community and at other networking events to promote and build brand awareness.
- Practices sound risk management protocols and adheres to internal and regulatory requirements.
- Stays abreast of marketplace trends to ensure that products are competitive with other financial institutions or financial services companies. Designs and recommends changes to offerings, oversees implementation of new products. Advises marketing staff on advertising or promotional strategies to build balances.
- Performs other duties as assigned by the Vice President of Cash Management or by other members of senior management.
QUALIFICATIONS:
Education
Associates Degree or equivalent combination of education and experience required.
Experience/Skills/Knowledge:
- 5+ years of experience in a Business Banking sales role or related business development experience required.
- Must have a deep knowledge of marketplace and ability to develop, retain and expand relationships with Centers of Influence (i.e., CPA's and Attorneys.)
- Must have a strong understanding of core business products and services.
- Must be well-versed in business lending including SBA guidelines.
- Proven track record of sales and outside calling skills required.
- Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome.
- Must have the ability to develop strong member and colleague relationships to deliver an exceptional experience..
- Must have the ability to deal with highly confidential information. Must possess strong service orientation skills in alignment with the credit union's mission and core values.
- Excellent verbal, written, telephone and interpersonal communication skills required.
- Must be PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
- Must have the ability to function in a commercial office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes
ABOUT:
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!
ABOUT THE ROLE:
Responsible for cultivating new business and member relationships through active management of a portfolio and collaborating with our retail branch partners and external partners. Plays a key role in building relationships with members to deliver an exceptional experience.
WHAT YOU WILL DO:
- Generates new business in an assigned territory and manages relationships with expectations on exceeding assigned sales and service goals.
- Delivers Credit Union products and services with primary focus on deposit gathering including lending, cash management, investments, merchant services and payroll.
- Sources, structures and presents business lending opportunities.
- Executes targeted COI (center of influence) plan to build relationships and increase brand recognition in the marketplace in an effort to achieve goals.
- Acts as the primary partner with our Retail teams, including joint calling, coaching, and supporting designated branch assignments.
- Introduces members to appropriate lines of business or support specialists to deepen share of wallet.
- Represents the credit union in the community and at other networking events to promote and build brand awareness.
- Practices sound risk management protocols and adheres to internal and regulatory requirements.
- Stays abreast of marketplace trends to ensure that products are competitive with other financial institutions or financial services companies. Designs and recommends changes to offerings, oversees implementation of new products. Advises marketing staff on advertising or promotional strategies to build balances.
- Performs other duties as assigned by the Vice President of Cash Management or by other members of senior management.
QUALIFICATIONS:
Education
Associates Degree or equivalent combination of education and experience required.
Experience/Skills/Knowledge:
- 5+ years of experience in a Business Banking sales role or related business development experience required.
- Must have a deep knowledge of marketplace and ability to develop, retain and expand relationships with Centers of Influence (i.e., CPA's and Attorneys.)
- Must have a strong understanding of core business products and services.
- Must be well-versed in business lending including SBA guidelines.
- Proven track record of sales and outside calling skills required.
- Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome.
- Must have the ability to develop strong member and colleague relationships to deliver an exceptional experience..
- Must have the ability to deal with highly confidential information. Must possess strong service orientation skills in alignment with the credit union's mission and core values.
- Excellent verbal, written, telephone and interpersonal communication skills required.
- Must be PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
- Must have the ability to function in a commercial office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes
ABOUT:
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!
See All 23 Customer Relationship Management Jobs in Rhode Island
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Find JobsCustomer Relationship Management Jobs by City in Rhode Island
Where Rhode Island roles are concentrated, by current openings.
Customer Relationship Management Job Market in Rhode Island
A snapshot from current Rhode Island openings, updated as new roles post.
Who's Hiring
What Rhode Island Employers Look For
The qualifications that appear most often in customer relationship management jobs across Rhode Island.
- Proficiency in CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics
- Bachelor's degree in business, marketing, communications, or a related field
- Experience managing customer data, segmentation, and lifecycle workflows
- Demonstrated ability to analyze CRM metrics and report on campaign performance
- Strong cross-functional collaboration skills with sales, marketing, and support teams
- Familiarity with Rhode Island-based industry verticals such as insurance or healthcare administration
Customer Relationship Management Jobs in Rhode Island: Frequently Asked Questions
How do you become a customer relationship management in Rhode Island?
Most customer relationship management roles in Rhode Island require a bachelor's degree in business, marketing, or a related field, combined with hands-on experience using a major CRM platform. There is no state-issued license specific to this role in Rhode Island. Employers in Providence's financial services and healthcare sectors typically look for candidates who can demonstrate CRM platform proficiency, data analysis skills, and a history of improving customer retention or engagement outcomes.
Which companies hire customer relationship managements in Rhode Island?
Companies currently hiring customer relationship managements in Rhode Island include Navigant Credit Union, Webster Bank, and JPMorganChase, per current listings on Migrate Mate as of July 2026. Rhode Island's concentration of insurance, healthcare, and financial services firms means CRM roles here often focus on long-term client relationship programs and policy or account retention.
Which Rhode Island cities have the most customer relationship management jobs?
Johnston, Barrington, and Providence have the most customer relationship management openings in Rhode Island. Providence generates the bulk of postings as the state's commercial and healthcare hub, home to large employers in finance, insurance, and hospital administration, while Cranston and Warwick contribute openings tied to regional corporate offices and retail operations anchored in those communities.
Are there remote customer relationship management jobs in Rhode Island?
Yes, and they're more common than in many fields. About 0% of customer relationship management openings tied to Rhode Island are remote or hybrid as of July 2026, reflecting how much of this work is platform-based and data-driven. The roles most likely to be fully remote are CRM analyst, CRM administrator, and lifecycle marketing positions that rely on software tools rather than in-person client interaction.
How can I get hired as a customer relationship management in Rhode Island with little or no experience?
The most realistic entry path is a customer service or account coordinator role at one of Rhode Island's large insurance or healthcare employers, such as Amica Mutual or Lifespan, where CRM exposure begins at the front line. Completing a Salesforce Administrator certification strengthens any entry-level application considerably. From there, candidates typically move into CRM support or junior analyst roles, building the data and workflow skills that Rhode Island employers expect before promoting into full CRM management positions.
Where can I find and apply to customer relationship management jobs in Rhode Island?
You can find and apply to customer relationship management jobs in Rhode Island on Migrate Mate, which lists current openings across the state. Search the roles available, identify the ones that fit your experience and target area, and apply directly to the positions that match.
See All 23 Customer Relationship Management Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
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