How to write a CRM manager CV (with template and sample)

Updated 28 February 2023

Good relations with customers contribute to the success of any organisation. The customer relationship management (CRM) manager handles the organisation's customer interactions and works towards building the company's reputation. Learning how to write a unique CRM manager CV can improve your chances of getting the job. In this article, we define what a CRM manager is, describe how to write a CRM CV, give an example and provide a template to guide you.

What is a CRM manager?

A CRM manager oversees software that tracks customer interactions with the company by storing and collecting consumer information. CRM managers help companies analyse customer data and act as a link between customer needs and business development. This can build a lasting company-customer relationship and ensure customer satisfaction with the company's service. Their roles and responsibilities include:

  • setting up and managing the CRM system

  • communicating with customers and responding to their needs

  • updating customer information

  • maintaining communication between customers and the organisation

  • analysing customer data for the company's growth

  • handling customer relation systems, personalisation and product recommendation programmes

  • creating customer relationship campaigns to enhance customer loyalty

Related: What are CRM systems? (Definition, key features and tips)

How to write a CRM manager CV

Preparing a relevant CRM manager CV is essential when applying for this position. Aligning your CV to the job description can pique the interest of recruiters and increase your chances of employment. You can showcase your unique capabilities and experience in the CV to impress hirers. Here are some tips to follow when writing your CV:

1. Identify the job requirements

Studying the job description can guide you on what the hiring committee is looking for in a new recruit. Identify the key requirements for this position to give you a perspective on what information to highlight in your CV and to speed up the writing process. This step also makes your CV more appealing, allowing you to focus on what the recruiters are looking for in a successful applicant.

2. Research basic CV techniques

A general idea of how to write a CV can increase professionalism in your writing. Research basic CV techniques before the actual writing process to familiarise yourself with the accepted language and general formats. Consider writing a rough draft from the basic techniques that you come across.

Related: The ultimate guide to CV basics (with example)

3. Identify specific keywords

Hiring managers may receive several applications for a single job vacancy. They may use automated tools to scan the application materials to identify the specific keywords for the position. This can help them filter relevant applications to speed up recruitment. Specific keywords for a CRM manager role include:

  • business analysis

  • CRM databases

  • customer relationship management

  • account management

4. Write your name and contact information

Include this header to identify yourself to the organisation. It allows the company to capture the details of all applicants. The organisation may also wish to contact you for further enquiries about your CV or to call you for an interview.

Related: How to include personal details on a CV: FAQs and templates

5. Give a brief professional background

A professional background is a summary, compiling the most relevant information in one place. It typically comprises one brief paragraph of two or three sentences. Organisations may receive many CVs during recruitment and may use this part to filter potential candidates. In this section, you can describe your current professional status and relevant skills and qualifications. Here's an example:

Example: Hardworking CRM manager with five years of experience. Set up and successfully managed CRM systems for several companies in the marketing industry. Skilled in critical analysis and interpersonal relationships.

Related: How to include a profile summary in a CV: a guide

6. State your work experience

In this section, explain your work experience in detail. You can include the institution name, dates worked and the job title you held. Include your achievements, which show the recruiter the value you can bring to their organisation. Use quantifiable metrics relevant to the position when describing your achievements, such as customer satisfaction, customer effort or net promoter scores.

Consider listing this section in reverse chronological order from your current job role to the least recent one. Relevant work experience can include positions as a CRM manager or even sales and marketing roles. Experience with campaign automation systems, multiple communication channels and campaign management is also relevant. You can also include personal project experiences that showcase other skills, such as digital marketing.

Related: Work experience: definition, importance and tips

7. Describe your educational background

You can use this section to show recruiters that you're a good fit for the position. Include the institution's name, the period attended and the qualification attained. Relevant academic qualifications for a CRM manager include a bachelor's degree in customer relationship management, business administration, finance, information technology and economics. You can also acquire a diploma in related courses, but a degree can give you a competitive advantage over other candidates. You can also earn certifications in the discipline to improve your skill set and improve your career prospects. This can include earning a Certificate in Relationship Management (CertRM).

Related: Everything you need to know about academic CVs

8. List your skills

You can list the skills you gained through academic training or work experience. Consider giving both hard and soft skills to help the recruiter gain a more informed perspective of you. Provide a clear list of these skills and explain their relevance to the job roles. These skills can include:

  • Opportunity management: Interacting with customers may require changing your approach depending on the situation. Your approach towards handling a disappointed client may differ from the one you use to interact with a happy client.

  • Customer retention: Creating a solid customer retention strategy is an essential skill for a CRM manager. This can help increase the number of loyal customers, offering long-term benefits to the company.

  • Communication: Communication helps you understand what customers want. You can use listening skills to determine their demands and develop strategies to satisfy them.

  • Problem-solving: You may encounter angry or dissatisfied clients. Problem-solving skills can help you handle such situations, providing positive outcomes.

Related: 11 top job skills: transferable skills for any industry

9. Proofread your CV

Proofreading your CV may help you identify language and formatting errors. Consider asking a trusted friend or colleague to go through the document and provide feedback on areas for improvement. You can also use proofreading software tools for the same.

Related: How to become a proofreader: a step-by-step guide

CV template for a CRM manager

Here's a template you can use as a guide for your CV:

[First name] [Last name]
[Phone number] | [Professional email address] | [Location]

Professional Summary
[Two to three sentences that highlight years of experience, relevant skills, education or certifications and achievements as a professional].

[Job Title] | [Employment dates]
[Company Name] | [Location]

  • (Strong verb) + what you did (more detail) + reason, outcome or quantified results.

  • [Job duty]

  • [Job duty]

  • [Job duty]

  • [Job duty]

[Job Title] | [Employment dates]
[Company Name] | [Location]

  • (Strong verb) + what you did (more detail) + reason, outcome or quantified results.

  • [Job duty]

  • [Job duty]

[Category]: [Skill] | [Skill] | [Skill] | [Skill] | [Skill] | [Skill]
[Category]: [Skill] | [Skill] | [Skill] | [Skill] | [Skill] | [Skill]

[Degree], [Name of school or university]
[Certification name], [Host organisation] - [Year completed or expiration date]

CV example for a CRM manager

Here's an example to help you write your CV:

Phil Corner +44 (0) 7700 900134 | | Leeds, UK

Professional Summary Skilled CRM manager with four years of experience in the marketing industry. Efficient in CRM development and management and embodying interpersonal and communication skills. Offering proficient teamwork, critical thinking and attention to detail with a results-oriented mindset.

Experience CRM Manager | March 2018–Current
Linfort marketing Ltd. | Leeds

  • install new CRM software

  • improve customer follow-up processes to improve sales

  • manage the updating of customer lists on the CRM systems

  • keep track of new customers, allowing efficient record-keeping

  • mobilise team members to actively assist in the management of the CRM system in different departments for efficient customer service delivery

CRM Manager | January 2016–December 2017
Breakthrough Marketing Ltd. | Leeds

  • analysed competitors' marketing campaigns

  • developed new strategies to give the company a competitive advantage

  • trained new employees on the operation and maintenance of CRM systems to provide accurate results

Skills Hard skills: Data analytics |Opportunity management | Software maintenance Soft skills: Teamwork | Interpersonal skills | Problem-solving | Communication

Education MA in Marketing, The University of Yorkshire
BSc in Business Administration, The University of Yorkshire
Certified CRM manager, Prep Markets Training Institute - 2021

Disclaimer: The model shown is for illustration purposes only, and may require additional formatting to meet accepted standards.


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