Remote Customer Relationship Management Jobs
Remote customer relationship management jobs are open across the U.S. in software, financial services, healthcare, and e-commerce at remote-first companies and distributed enterprise teams, from entry-level CRM coordinator roles to senior managers and directors overseeing customer success strategy. Employers hiring remotely right now include City National Bank, Summit Ag, and Fidelity Investments. Find a role that fits below and apply directly.
Find JobsOverview
Open roles200+
Top employerCity National Bank
Top industryBanking
Top credentialBachelor's degree
Companies hiring100+
Showing 5 of 200+ Remote Customer Relationship Management jobs
Relationship Manager II
We won't show you this job again
New 12h ago
City National Bank
Relationship Manager II
Pacific Palisades, California
New 12h ago
Relationship Manager
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New 16h ago
COMMERCIAL BANK OF CALIFORNIA
Relationship Manager
Palo Alto, California
New 16h ago
Client Relationship Manager - Industrial Wastewater
We won't show you this job again
New 20h ago
The Foth Companies
Client Relationship Manager - Industrial Wastewater
Remote
New 20h ago
Relationship Manager IV
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Added 1d ago
First Bank
Relationship Manager IV
O'Fallon, Illinois
Added 1d ago
A
Outside Relationship Manager â $105Kâ$144K+ First Year | Residuals + Leads
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A
Added 1d ago
Atlas Financial
Outside Relationship Manager â $105Kâ$144K+ First Year | Residuals + Leads
Remote
Added 1d ago
New 12h ago
Relationship Manager II
City National Bank·Pacific Palisades, California
Job functions:
$72k - $115k/yr
Remote (US)
Bachelor's degree
5,001-10,000 employees
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER II
WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
- Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
- Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
- Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
- Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
- Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
- Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
- Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
- Maximize client contact – networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Client Centricity & Relationship Management – to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
- Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
- Communication – actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition.
- Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
- Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
- Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
- Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Bachelor's Degree or equivalent
- Minimum 5 years of direct sales experience required.
- Minimum 5 years of experience in a financial institution required.
- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
- Must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”;
Additional Qualifications
- Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
- Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
- Economic Environment – understanding of the economic environment and its impact on clients.
- Personal & Business Financials – review financial statements to fully understand a client’s financial health and advise accordingly.
- Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
- Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#CA-DH
#LI-DH
City National Bank
Relationship Manager II
Pacific Palisades, California
New 12h ago5,001-10,000 employees
Job functions:
$72k - $115k/yr
Remote (US)
Bachelor's degree
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER II
WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
- Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
- Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
- Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
- Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
- Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
- Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
- Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
- Maximize client contact – networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Client Centricity & Relationship Management – to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
- Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
- Communication – actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition.
- Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
- Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
- Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
- Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Bachelor's Degree or equivalent
- Minimum 5 years of direct sales experience required.
- Minimum 5 years of experience in a financial institution required.
- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
- Must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”;
Additional Qualifications
- Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
- Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
- Economic Environment – understanding of the economic environment and its impact on clients.
- Personal & Business Financials – review financial statements to fully understand a client’s financial health and advise accordingly.
- Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
- Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#CA-DH
#LI-DH
See All 200+ Remote Customer Relationship Management Jobs
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Find JobsRemote Customer Relationship Management Job Market
Who's Hiring
- City National Bank17
- Summit Ag11
- Fidelity Investments8
- Farther6
- KeyBank6
Top Industries Hiring
- Banking & Financial Services24
- Technology & Software8
- Consulting & Professional Services5
- Insurance3
- Automotive3
What Employers Look For
The qualifications that appear most often in remote 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 Remote Customer Relationship Management Job Search
Apply early to remote roles that fit
Migrate Mate lists remote customer relationship management openings from across the U.S. in one place, so you can find roles that match your experience level and sector focus and apply directly without sorting through location-filtered results.
Prove async communication skills upfront
Remote CRM employers read cover letters and written submissions as a live test of how you'll communicate with clients and teammates. Write clearly, get to the point fast, and mirror the tone the company uses in its job posting.
Document your CRM platform proficiency concretely
List the specific platforms you have used, such as Salesforce, HubSpot, or Zoho, and note the workflows you owned, whether that is pipeline management, renewal tracking, or automated follow-up sequences. Remote employers screen for this before a call.
Prepare for async and live remote interview formats
Many remote CRM teams use a combination of recorded video screens and live video interviews. Practice speaking to client outcomes and retention metrics on camera, and have a quiet, professional background ready so the format doesn't work against you.
Remote Customer Relationship Management Jobs: Frequently Asked Questions
How do I get a remote customer relationship management job?
Target companies that run distributed customer success or sales operations, since those teams are already built to manage customer relationships without in-person contact. Remote employers screen for strong written communication, proficiency with CRM platforms like Salesforce or HubSpot, and the ability to manage pipelines and client follow-ups independently. Demonstrating async collaboration habits and measurable outcomes from past customer-facing roles gives you a clear edge.
Which companies hire remote customer relationship managements?
Employers currently hiring remote customer relationship managements include City National Bank, Summit Ag, and Fidelity Investments, per current remote listings on Migrate Mate as of July 2026. Remote-first SaaS companies, fintech firms, and distributed enterprise teams make up the largest share of hiring, since their customer bases are national and their operations are already structured for location-independent work.
Can you get a remote customer relationship management job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage accounts and client communication with minimal oversight from day one. Startups and smaller remote-first companies are the most open to candidates without formal experience. Showing proficiency with a CRM tool, a portfolio of customer-facing or account management work from freelance or volunteer projects, and strong written communication skills can open the door.
Do you need a degree for remote customer relationship management jobs?
Not always. Remote employers in this field weigh demonstrated results, CRM platform skills, and a history of managing client relationships heavily alongside or instead of a degree. Certifications from Salesforce, HubSpot, or similar platforms carry real weight, and candidates who can show measurable retention or revenue outcomes from past roles often advance over degree-holders without that evidence.
Which industries hire the most remote customer relationship managements?
Most remote customer relationship management openings sit in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, per current remote listings on Migrate Mate as of July 2026. Those sectors hire customer relationship managements remotely because their customer bases are geographically distributed and their sales and success teams are structured to operate across time zones without centralized offices.
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