Customer Relationship Manager

3 days ago

Santa Ana, California, United States Service Corporation International Full time
Job Overview

We are seeking a skilled Customer Relationship Manager to join our team. This role is responsible for building and maintaining strong relationships with families, providing exceptional service, and driving sales growth.

Salary

$33,280 - $80,000 per year (estimated annual salary)

Responsibilities
  • Lead Generation
  • Network and build relationships with families to generate referrals for at-need and pre-need arrangements.
  • Hold self-accountable for prospecting a minimum of 4 hours every day.
  • Obtain referrals from families served by following up through visits.
  • Network and build community and civic relationships.
  • Presentation and Sales Skills:
  • Explain and present the Dignity Memorial Personal Planning Guide to families.
  • Maintain and track activity levels to ensure productivity.
  • Remain flexible with schedule to achieve results.
  • Build Relationships with Families
  • Establish and maintain strong business relationships with families.
  • Respond to client inquiries in a timely, respectful, sensitive, and professional manner.
  • Support families in times of grief with acts of kindness.
  • Develop an understanding of each family's unique needs and offer solutions that provide value.
  • Stay in touch with families to ensure satisfaction.
  • Prepare for all appointments and perform procedures with professionalism and attention to detail.
  • Provide service beyond expectations to form long-term relationships.
  • Teamwork
  • Consistently build relationships and work cooperatively with funeral directors and other staff members.
  • Collaborate with funeral directors, location managers, and other staff to provide seamless service.
  • Represent a continuous link from services provided at need, through aftercare, to providing services to protect families in the future.
  • Thoroughly review previous services and contacts with families to prepare to support current needs and sales.
Requirements
  • Education
  • High school education or equivalent.
  • 1-2 years of college or equivalent experience.
  • License
  • Current state/province issued driver's license with an acceptable driving record.
  • In states/provinces where required, hold a Funeral Directors License to perform this role.
  • Experience
  • Sales experience or one to two years industry experience or equivalent education.
  • Previous experience with Customer Relationship Management (CRM) systems is a plus.
  • Skills and Abilities
  • Basic computer and technology skills within a sales environment.
  • Ability to work well in a team, as well as independently.
  • Ability to work beyond standard hours as needed.
  • Good driving record.
  • Good work ethic.
  • High-level of integrity.
  • Creative, outgoing, and energetic.
  • Comfortable presenting in front of others.
  • Desire to help others.
  • Bilingual knowledge of another language is a plus.
Work Environment

This role requires working indoors and outdoors during all seasons and weather conditions. Local and/or multiple location traveling is required. Comply with dress code policy.

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