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CRM System Customer Success Mgr./ CSM

Intake Specialist - Elevate Client Onboarding & Sales

Job in Fishers, Hamilton County, Indiana, 46085, USA
Listing for: Key Benefit Administrators
Full Time position
Listed on 2026-03-07
Job specializations:
  • Sales
    CRM System, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A benefits administration firm in Indiana is seeking an Intake Specialist to serve as the first point of contact for prospective clients. You will gather and validate essential information, ensuring a smooth transition into the sales pipeline. Ideal candidates should have 1–3 years of experience in sales support or customer service with strong communication skills. The role requires proficiency in CRM systems like Salesforce and Hub Spot, along with the ability to manage multiple priorities effectively.
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