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Client Relationship Manager Customer Success Mgr./ CSM

Client Relations & Appointment Specialist

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Sound Income Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Sales
    Client Relationship Manager, Customer Success Mgr./ CSM
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
A financial services company in Irving, TX is looking for a Client Relations Representative to blend client service with inside sales. Responsibilities include engaging clients, coordinating events, and generating appointments through proactive outreach. The ideal candidate should have 1-3 years of sales experience, strong communication skills, and the ability to multitask in a fast-paced environment. A high school diploma is required, and proficiency with CRM tools is beneficial.

Benefits include comprehensive medical coverage, PTO, and a 401K match.
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