
Customer Relationship Manager
Allegion
full-time
Posted on:
Location Type: Remote
Location: Connecticut • United States
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Job Level
About the role
- Serve as the primary liaison between Allegion and assigned customer accounts, handling inquiries via email, phone, and customer portals
- Provide ETA updates, expedite requests, and resolve questions on missed ETAs, quotes, escalations, and IVR compliance
- Participate in weekly, biweekly, or monthly customer conference calls to review SLA performance, open issues, and overall service delivery
- Document all updates and customer communications in work orders per customer request
- Run daily reports in Field Services (D365), including Open Call and Closed Call Reports
- Run daily reports from Customer Portals (primarily Service Channel) for Open Calls, Closed Calls, status checks, IVR compliance, missed ETAs, past due reports, and PM reports
- Compare portal data with internal reports to ensure accuracy and compliance
- Combine data from Field Services and customer portals to create and distribute daily reports to field teams
- Process distributor quotes by entering them into Field Services and submitting them to customers
- Submit branch-uploaded quotes to customers
- Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors
- Manage Preventative Maintenance (PM) programs for assigned accounts, including uploading PMs into Field Services for non-automated accounts
- Monitor PM completion, send updates to field teams, and drive adherence to deadlines
- Open repair notifications for issues found during PMs and quote customers for additional work
- Review and resolve daily billing reports from the billing team
Requirements
- Bachelor’s degree, preferred, or relevant experience (High School Degree Required)
- 1–2 years of experience in customer service, account management, or service coordination (B2B preferred)
- Experience working in Microsoft Dynamics (D365) and customer portals such as Service Channel
- Excellent communication skills — able to clearly explain service details, resolve issues, and build trust with customers
- Must have a bias for proactive communication methods leveraging direct communication (Phone/Teams) over passive communication (emails)
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Analytical skills to interpret reports, identify trends, and drive process improvements
- Proactive problem-solving mindset and ability to work collaboratively across teams
- Understand how to use MS Office programs
Benefits
- Health, dental and vision insurance coverage, helping you “be safe, be healthy”
- Unlimited Paid Time Off
- 401K plan with a 6% company match and no vesting period
- Health Savings Accounts – Tax-advantaged savings account used for healthcare expenses
- Flexible Spending Accounts – Tax-advantaged spending accounts for healthcare and/or dependent daycare expenses
- Disability Insurance – Short-Term and Long-Term coverage, paid for by Allegion, provides income replacement for illness or injury
- Life Insurance – Term life coverage with the option to purchase supplemental coverage
- Tuition Reimbursement
- Voluntary Wellness Program – Simply complete wellness activities and earn monetary rewards
- Employee Discounts through Perks at Work
- Community involvement and opportunities to give back so you can “serve others, not yourself”
- Opportunities to leverage your unique strengths through CliftonStrengths assessment & coaching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceaccount managementservice coordinationreportingdata analysispreventative maintenancebillingquote processingIVR complianceSLA performance
Soft Skills
communicationorganizational skillsproblem-solvingcollaborationproactive communicationtrust buildinganalytical skillstime managementmultitaskingcustomer relationship management
Certifications
Bachelor's degreeHigh School Degree