CRM Specialist Resume: Free Template, Guide & Examples

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Want to be a CRM Specialist? Companies are always on the lookout for employees who can help them deliver top customer service; and you could be the key to their improved customer satisfaction!  

We’re here to help you get that job. Access our free online resume builder to help you generate a resume you can be proud of.

When preparing your resume, ask yourself:

• What is a CRM Specialist and how can I best describe my experience that aligns with the job description?
• Which CRM skills will hiring managers most want to see listed on my resume?
• How can other resume sections be used to ensure I include all the details to get me noticed for a customer relationship specialist position?

Once you can answer these types of questions, you’re well on your way to becoming a CHAMP in this field!

Let’s take a look at a sample CRM Specialist resume as well as other examples and tips that will guide you throughout the resume writing process.

resume Example

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[Richard Whitman]

[CRM Specialist]

[Staten Island, NY 10306   |   333-555-5555 | draperd2010@xyz.com]

Summary

Results-driven CRM Specialist with more than 6+ years of experience managing customer databases, optimizing customer satisfaction, and developing marketing strategies. Ability to identify customer needs to drive product sales, with an average 45% increase in revenue after successful program executions. Outstanding collaboration and data management skills.

Experience

Senior CRM Specialist

03/2021 to Current

Draper-Pryce, New York, NY

• Monitored campaign performance, performing weekly consumer needs analyses to provide effective customer relations solutions.
• Designed and implemented new customer loyalty rewards program, increasing product sales by 24% in Q3 and 32% in Q4 2022.
• Increased customer retention by 46% over two-year period through improvements in customer tracking system and customer complaint responses.
• Oversaw training on CRM enhancements for staff of 12 representatives and sales members.

CRM Specialist

08/2017 to 02/2021

Cooper Solutions, New York, NY

• Assisted in the management of email campaigns, introducing an automated email system that reduced campaign costs by an average of %18 per campaign.
• Analyzed briefs and generated reports addressing target audiences, product positioning, and brand recognition to improve strategic decision-making processes for sales and production.
• Created a comprehensive customer database with contact information, purchasing trends, and longevity of relationship with the company.

Education

Bachelor of Business Administration

Baruch College, NY

09/2013 to 06/2017

Skills

• SQL & SPSS
• Salesforce CRM Platform
• Data analysis and tracking
• Email marketing
• Audience Builder
• Project management
• Collaboration
• Data collection

Certifications

• Salesforce Platform Developer I & II Certifications

A resume like this could optimize your chances of landing your desired position as a CRM Specialist!

🌟Featured content: According to a 2022 Gladly report, inadequate customer service costs businesses $75M per year, and 42% stop purchasing a brand if they have two bad customer service experiences. This data shows just how much of a need there is for businesses to have outstanding customer service staff, and we hope this guide assists you in your search for that CRM position.

Your summary or objective will be the first, introductory paragraph that the hiring manager reads about you.

Remember, if you have relevant work experience, you should write a summary of that, whereas if you are starting out as a CRM Specialist and have other work experience or just your studies, you should write an objective.

Let’s have a look at both.

Experienced CRM Specialist Resume Summary Example

For an effective summary, be sure to add the number of years you’ve worked in the customer relationship management field, a couple of major responsibilities, a few skills, and a notable accomplishment or two.

Here’s how you would NOT build a good relationship with a hiring manager:

The above example is too long for a summary and too short on details. How experienced is the candidate? Which CRM systems and applications are they most familiar with? What measurable accomplishments can they boast in areas of sales growth and customer retention?

If you want to do it right, here’s how:

This summary has specific information about experience, measurable accomplishments, and an example of which CRM programs you are skilled in—details hiring managers love to see!

Writing an Entry-Level CRM Specialist Resume Objective

What if you do not have extensive experience as a customer relationship specialist?

That’s okay, you might not be a wizard in CRM—yet!—but you have other experience and skills that you can reference in a career objective.

This would be a good approach:

As you can see in this example, experience is underscored, specific CRM software is identified, and some sought-after skills are highlighted.

Here’s where your CRM Specialist resume can really POP!

Draw some keywords and phrases from job postings and do your best to incorporate these into your work history where relevant. 

For example, have you “generated reports for tracking various sales pipeline phases”? Are you experienced in “creating and managing customer databases” using specific programs such as MS Dynamics? Have you “tracked key metrics for customer retention rates and pipeline development”?

Some other keywords that might help your resume stand out and rank higher in ATS systems include:

• Customer-focus
• CRM software
• Data visualization
• Sales optimization
• Customer support satisfaction

Technical programs that hiring managers might look out for include: Salesforce, Zoho, HubSpot, MS Dynamics CRM, Oracle Siebel CRM, Infor CRM, SugarCRM, Freshsales, and Apptivo.

CRM Specialist Experience: Example Resume Section

The following is an example of a Work History entry that is not exactly a formula for success. Have a look and see if you can understand why.

Hiring managers will have no idea what type of CRM projects you spearheaded, which CRM database system you worked in, or how much your work supported sales efforts.

Let’s now have a look at a better version of the same section.

In contrast to the first sample, this example includes much better use of CRM keywords, measurable customer service accomplishments, and knowledge of specific CRM software and tools.

If we look at job postings and job descriptions on recruitment sites, we can see that employers prefer CRM Specialist candidates with at least a bachelor’s degree, even for entry-level positions. 

These degrees are preferably in any of the following areas:

• Management
• Marketing
• Economics
• Finance
• Information Science
• Business Administration
• Management Information Systems

If you have a desired degree, list it on your resume in this way:

Example

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Education

Bachelor of Science in Business Administration: Marketing, 

Mercy College, Bronx, NY

09/2019-06/2022

Review our resume examples to get more of an idea of where you can place your Education and other sections.

Now, let’s move on to where you can list your key abilities and competencies to make an impression. In this section, a thorough list of technical and soft skills, including familiarity with relevant CRM software and programming languages, can be a strong selling point for your resume.

Rather than simply listing the skill, you might use a short sentence to show how you’ve used your knowledge and abilities:

• Experienced in using MS Dynamics CRM for automated email campaigns and tracking sales lead data
• Customized KPI reporting and workflow processes
• Utilized Salesforce Marketing Cloud to manage weekly marketing meetings and campaign updates
• Strong presentation skills used to deliver reports and campaign progress to stakeholders
• Ability to build teams to handle various tasks throughout campaigns and project development
• Employed analytical and problem-solving skills to assess and solve issues with CRM software

Alternatively, you could list technical/hard skills and soft skills separately to make each type stand out.

Adding additional sections is a great way to put more details into your resume to make you even more of a viable candidate.

Professional certifications from CRM vendors are an effective way to show potential employers that you are a dedicated individual who has what it takes to assume this important role. Certifications can help you advance in the field and even boost pay.

HubSpot, Salesforce, and Netsuite Administrator are just some of the other major certifications that CRM Specialists could pursue (We are not affiliated with any of these providers).

If you’ve achieved any of these or similar certifications, place them in a section titled Professional Certifications.

Include the name of the certification, where you took it (or if it was online, list it as ‘Online’), and the date.

You might add such relevant details as volunteer positions, organizational memberships, and freelance positions you might hold or have been involved in.

Any of these could demonstrate the skills you would use as a CRM Specialist if you include how they are related; such as volunteering as a customer sales supervisor at a goodwill store.

Use headings such as Volunteering; Professional Memberships; Hobbies and Interests; and Awards and Achievements.

Now that you’ve reviewed all the tips, examples, and suggestions found here, you’re ready to create your best CRM Specialist resume.

As you work from section to section, follow along with this checklist so you’re sure to include all the details you need for a dynamic resume. Be sure you’ve:

• Included all up-to-date contact info for your header
• Demonstrated key abilities and achievements in your summary or objective
• Discussed job responsibilities and measurable successes in bulleted lists beneath each employer in your Work History section; start off each bullet with an action verb and use keywords mentioned in job postings and list Work History in reverse-chronological order
• Displayed your postsecondary degree(s); start with most recent, so if you’ve earned a master’s degree list that one first, then your bachelor’s degree details
• Identified the skills employers are seeking and used descriptive sentences to underscore how you’ve applied each skill
• Incorporated other sections to list certifications, professional memberships, volunteer positions, and other notable activities and achievements

Take a look at our templates for inspiration and guidance as you create your resume. Good luck with your job search!