Customer Relationship Manager: Their Functions and Professional Profile

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Table of contents

In today’s competitive business world, customer expectations are high. Therefore, the Customer Relationship Manager has become a cornerstone of organizational success. Companies must not only provide products or services but also ensure a quality experience. This role focuses on managing customer interactions, addressing concerns, and fostering long-term relationships to drive satisfaction and loyalty. 

To achieve this, it is essential for the company to have a manager in this role. He will act as the bridge between the company and its clients, ensuring a satisfactory interaction for both parties. Feel free to read this article and learn more about this position.

Customer Relationship Manager: Their Functions and Professional Profile

What exactly is a Customer Relationship Manager? 

A Customer Relationship Manager, also known as CRM, is a key professional in an organization’s customer-focused strategy. His main goal is to ensure that the relationship with the company’s product or service consumers is strong and long-lasting. 

Given this professional’s goal, it’s clear that their role is crucial in any organization focused on the public. He helps optimize customer satisfaction and loyalty, thereby contributing to the organization’s success and growth. 

It is important to highlight that while the Customer Relationship Manager works closely with the customer service and sales teams, these roles are not the same. The characteristics that define the professional responsible for managing customer relationships are as follows: 

  • The Customer Relationship Manager focuses on the long-term quality of customer interactions and relationships. While sales representatives are focused on closing transactions, the managers are responsible for maintaining and continuously improving the customer relationship. 
  • Customer service representatives handle inquiries and issues that consumers have. In contrast, a Customer Relationship Manager takes a more proactive approach by anticipating problems and developing strategies to enhance the customer experience. 
  • The Customer Relationship Manager is multifaceted and strategic, extending beyond customer service and sales. One of their goals is to foster customer loyalty, which is achieved through programs and strategies designed to enhance loyalty. These efforts help retain existing customers and turn them into advocates for the organization. 

What aspects should make up the profile of a Customer Relationship Manager? 

The professional in the role of Customer Relationship Manager must possess specialized knowledge and skills (both technical and soft skills). This ensures he fulfills their responsibilities efficiently, which include developing relationship strategies, managing communications with customers, and more. 

Here is more information on the aspects that should make up this professional profile: 

Technical Knowledge 

The knowledge a Customer Relationship Manager should possess must focus on aspects such as customer relationship management, data analysis, sales and marketing strategies, and more. Acquiring this diverse knowledge typically requires specific academic training, which should be related to fields such as: 

  • Business Administration 
  • Public Relations 
  • Communication 
  • Marketing 

With these careers and similar ones, a solid foundation is built in communication principles, management, and understanding human behavior—essential for Customer Relationship Managers. 

In addition to academic training, technical knowledge for managers is also supported by additional certifications. Examples include project management certifications and CRM software or similar program certifications. 

Work Experience 

To become a Customer Relationship Manager, having experience in a related field is fundamental. Relevant roles include positions in sales, account management, customer service, and marketing. 

The reason recruiters expect experience for this role is that it provides practical understanding. This experience can focus on client relationship dynamics, client management, and more. 

Hard and Soft Skills 

In the professional profile of the type of manager we are focusing on, a balanced combination of hard and soft skills is essential. Both are important for responding to customers, resolving their issues, and contributing to the success of the organization. 

In terms of technical skills, one of the most useful is digital skills. For example, proficiency in CRM software and other customer relationship management tools. These programs help manage customer data, interactions, and other relevant information. 

Additionally, a Customer Relationship Manager should be familiar with communication technologies, such as social media, emails, and live chats. These tools aid in more effective management of customer complaints and relationships. On the other hand, some valued soft skills for this role include: 

  • Effective Communication: Undoubtedly, communication is a key aspect of this role. Clarity in communication is essential for keeping customers informed and listening to them to understand their concerns and needs. 
  • Problem Solving: This skill includes handling conflicts and complaints, and finding solutions that are satisfactory to customers while maintaining the organization’s positive image. 
  • Adaptability: Customer Relationship Managers must be able to identify and adjust to changes in the market, as well as in customer needs and expectations. Additionally, they need to manage these changes effectively to maintain the company’s efficiency and ensure customer satisfaction. 

Let’s Recognize the Importance of Customer Relationship Management! 

Now that we have described the role of the Customer Relationship Manager, it is clear that it is fundamental to a company’s success. They help build enduring relationships that benefit the organization in the long term by driving sustainable growth.

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