Top 99 Crm consultant Jobs in Mason Oh

Benefit Success Manager
ClaimLinx —Cincinnati, OH
- $45,000 - $47,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
Kitchen & Bath Sales Consultant
Cincinnati Cabinets —West Chester, OH
- $58,289.66 - $120,000.00 a year
- Full-time
- Sales
- Computer skills
- In-person
- Paid training
- Health insurance
Quick Apply
6d
Inside Sales Consultant
Standard Textile —Cincinnati, OH
- Full-time
- Mid-level
- Microsoft Office
- Bachelor's degree
Senior Inside Sales Advisor (Remote/Eastern Time)
A Place for Mom —Cincinnati, OH
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate
PRICE WATERHOUSE COOPERS —Cincinnati, OH
- $77,000 - $202,000 a year
- Azure
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Consultant, Patient Services Salesforce Associate Architect
Deloitte —Cincinnati, OH
- $86,700 - $170,900 a year
- Full-time
- Computer science
- Computer Science
- Up to 50% travel
Consultant, Sales and Service (University of Cincinnati)
Playﬂy Sports —Cincinnati, OH
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Salesforce Consultant
AMEND —Cincinnati, OH
- Research
- Mid-level
- JavaScript
- Paid parental leave
- Dental insurance
Sales Consultant - On/Off Combo (Fairfield, OH)
Southern Glazer’s Wine and Spirits —Fairfield, OH
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Wellness program
- Disability insurance
8d
Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager
PRICE WATERHOUSE COOPERS —Cincinnati, OH
- $124,000 - $280,000 a year
- Bachelor's degree
- Fair chance
- Senior level
- Paid holidays
- Health insurance
SAP Order to Cash Consultant, Senior Associate
PRICE WATERHOUSE COOPERS —Cincinnati, OH
- $77,000 - $202,000 a year
- Computer science
- Management
- Computer Science
- Paid holidays
- Health insurance
Sales Consultant
Garber Automotive Group —Cincinnati, OH
- Urgently hiring
- Clean driving record
- Dealership
- High school diploma or GED
- Health insurance
- Dental insurance
Paramount Sales Consultant - Combo (Cincinnati)
Southern Glazer’s Wine and Spirits —Cincinnati, OH
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Wellness program
- Disability insurance
20h
Outside Sales Consultant - ExperiGreen Lawn Care
Turf Masters Brands —West Chester, OH
- $55,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Writing skills
- Paid holidays
- Health insurance
SAP Order to Cash Consultant, Manager
PRICE WATERHOUSE COOPERS —Cincinnati, OH
- $99,000 - $232,000 a year
- Computer science
- Computer Science
- Mid-level
- Paid holidays
- Health insurance
Interior Design Retail Sales Consultant
Ethan Allen Global, Inc. —Cincinnati, OH
- $70,000 - $200,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Health savings account
- AD&D insurance
Quick Apply
Employee Benefits Sales Consultant
Foundation Risk Partners —Cincinnati, OH
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Wealth Client Management Associate
CAPTRUST —West Chester, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
5d
SAP BRIM Consultant, Senior Associate
PRICE WATERHOUSE COOPERS —Cincinnati, OH
- $77,000 - $202,000 a year
- Computer science
- Computer Science
- Mid-level
- Paid holidays
- Health insurance
Leasing Consultant
GoldOller Real Estate Investments —Cincinnati, OH
- Urgently hiring
- Office
- Conflict management
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply

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crm consultant jobs near mason oh

Benefit Success Manager

ClaimLinx
Cincinnati, OH

Quick Apply

Job Details

Full-time
$45,000 - $47,500 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Teamwork
Microsoft Excel
Account development
Research
Attention to detail
Account management

Full Job Description

Job Title: Benefit Success Manager

Reports To: Client Services Manager

Work Location: In-person

Overview

As a Benefit Success Manager at ClaimLinx, you are the face of our service team and the primary advocate for our clients. In this highly collaborative role, you will partner closely with our Outside Benefit Consultants to implement new policies, educate clients, and ensure an exceptional customer experience.

You will work directly with business owners, C-suite executives, and HR administrators (for companies of 10–300 employees), acting as the central liaison between our clients and our internal Sales, Claims, and Administration teams. If you are a proactive problem-solver who thrives on building strong professional relationships and guiding clients toward success, we want you on our team.

What You Will Do

Client Engagement & Implementation:

Accompany Outside Benefit Consultants on client visits to gather policy requirements and facilitate smooth onboarding.
Educate client administrators and employees on the ClaimLinx process, including coordinating and leading renewal meetings.
Drive client retention through continued education, renewals, and benefit reviews.
Conduct independent calls to existing and prospective clients to maintain strong connections and assess ongoing needs.

Relationship Management:

Serve as the primary internal and external liaison to ensure swift, accurate responses to client inquiries and a seamless implementation process.
Develop and maintain strong working relationships with potential clients, existing clients, Outside Benefit Consultants, and internal ClaimLinx associates.
Identify opportunities to enhance the customer experience and optimize service delivery.

Account Administration & CRM Management:

Manage prospect and client data within the ClaimLinx CRM, ensuring all interactions and notes are accurately documented.
Process plan implementations, changes, and exceptions within internal systems.
Handle ongoing service processes, including generating client reports, member packets, refund notices, and managing Agent of Record updates.
Research and resolve prescription-related issues directly with pharmacy vendors.
Assist in creating client proposals and sales collateral.

What You Bring to the Team

Experience: A college degree or equivalent experience, plus at least 3 years of business development or account management experience. (Inside customer service, PBM and industry knowledge are highly preferred).
Licensing: Willingness to secure a valid insurance license in the states/territories where ClaimLinx operates.
Communication: Exceptional interpersonal skills with the ability to communicate confidently with company owners and executives, and conducting in-person meetings.
Technical Skills: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and experience with CRM platforms and basic data manipulation.
Work Style: Highly organized, detail-oriented, and able to multitask in a fast-paced environment without direct supervision.
Travel: Ability to travel up to 50% of the time (primarily local/regional travel for client visits).

Benefits

Health, Dental, and Vision insurance
Life insurance
401(k) with company matching
Paid time off
Professional development assistance

Pay: $45,000.00 - $47,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

crm consultant jobs in mason oh

Benefit Success Manager

Kitchen & Bath Sales Consultant

Inside Sales Consultant

Senior Inside Sales Advisor (Remote/Eastern Time)

Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate

Consultant, Patient Services Salesforce Associate Architect

Consultant, Sales and Service (University of Cincinnati)

Salesforce Consultant

Sales Consultant - On/Off Combo (Fairfield, OH)

Microsoft D365 CRM OR AI/CoPilot Functional Lead, Senior Manager

SAP Order to Cash Consultant, Senior Associate

Sales Consultant

Paramount Sales Consultant - Combo (Cincinnati)

Outside Sales Consultant - ExperiGreen Lawn Care

SAP Order to Cash Consultant, Manager

Interior Design Retail Sales Consultant

Employee Benefits Sales Consultant

Wealth Client Management Associate

SAP BRIM Consultant, Senior Associate

Leasing Consultant

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