[Hiring] Customer Relationship Manager @Allegion

Role Description

The Customer Relationship Manager (CRM) acts as the primary point of contact for assigned customer accounts, managing service requests, performance reporting, preventative maintenance programs, and billing issue resolution. This role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations.

Key Responsibilities

• Customer-Facing Service Coordination
  • 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.
• Daily Reporting & Service Tracking
  • 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.
• Quoting & Approvals
  • 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.
• Preventative Maintenance Program Management
  • Manage 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.
• Billing Issue Resolution
  • Review and resolve daily billing reports from the billing team, addressing:
    • IVR compliance issues
    • NTE (Not-to-Exceed) discrepancies
    • Recalls (no-charge or chargeable)
    • Incorrect travel or labor hours
    • Past-date invoicing restrictions
    • Missing POs (obtain from customer to enable billing)

Qualifications

• Bachelor’s degree preferred
• 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
• 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
• Travel: Minimal - Approximately 2 weeks per year (Customer meetings or training)

Requirements

• Compensation: The expected salary range is 55K-75K. The actual compensation will be determined based on experience and other factors permitted by law.

Benefits

• Health, dental and vision insurance coverage, helping you “be safe, be healthy”
• A commitment to your future with a 401K plan, offering a 6% company match and no vesting period
• Tuition Reimbursement
• Generous Vacation and Sick Time
• 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 testing and coaching

Company Description

Allegion is committed to building and maintaining a diverse and inclusive workplace. Together, we embrace all differences and similarities among colleagues, as well as the differences and similarities within the relationships that we foster with customers, suppliers and the communities where we live and work.