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6 results for Crm Specialist in Plano, TX

Collections Specialist

Fort Worth, TX
onsite
Contract / Temporary to Hire
24.00 - 26.60 USD / Hourly
We are looking for a skilled B2B Collections Specialist to join our team in Fort Worth, Texas, on a Contract to permanent basis. In this role, you will manage account portfolios to recover outstanding balances while fostering positive customer relationships. This position is an excellent opportunity for an individual with a strong background in accounts receivable to make a significant impact in the Energy Construction industry. Responsibilities:• Oversee a portfolio of accounts to ensure timely collection of outstanding balances.• Resolve payment disputes and negotiate payment arrangements as needed.• Maintain detailed and accurate records of all collection activities, including customer interactions and payment agreements.• Review aging reports regularly and follow up on overdue invoices to meet collection targets.• Collaborate with internal teams, such as sales and finance, to address and resolve credit-related concerns.• Ensure all collection procedures comply with company policies and relevant regulations.• Respond to inbound customer inquiries regarding account balances and payment terms.• Utilize accounting software and CRM tools to track and manage account activity effectively.• Identify trends in payment delays and recommend strategies for improvement.• Coordinate claim administration processes to recover overdue payments.
2026-04-15T14:28:45Z

Accounts Receivable Specialist

Garland, TX
onsite
Temporary
25.65 - 29.70 USD / Hourly
We are looking for a dedicated Accounts Receivable Specialist to join our team on a long-term contract basis in Garland, Texas. This role is ideal for someone who is detail-oriented, thrives in a high-volume environment, and enjoys working with various accounting systems. This is an on-site position requiring a strong understanding of accounts receivable processes and the ability to handle multiple tasks efficiently. Responsibilities: • Process and post payments, including checks and electronic credit card transactions, accurately and in a timely manner. • Manage and process tax certificates, refunds, and credits while ensuring compliance with applicable regulations. • Post credit card refunds and ensure all transactions are properly documented. • Upload invoices to customer portals and maintain accurate records of all entries. • Reconcile accounts and resolve discrepancies by collaborating with internal teams and customers. • Handle high-volume accounts receivable tasks with precision and efficiency. • Maintain organized financial records and ensure adherence to company policies. • Communicate effectively with customers to address inquiries and resolve payment issues. • Utilize accounting and ERP systems to manage financial data and generate reports. • Support the team in meeting deadlines and achieving departmental goals.
2026-04-10T17:53:46Z

Collections Specialist

Fort Worth, TX
onsite
Contract / Temporary to Hire
24.00 - 27.00 USD / Hourly
We are looking for a skilled AR/Collections Specialist to join our team in Fort Worth, Texas on a Contract to permanent employment basis. This role is essential in managing outstanding account balances while fostering strong relationships with customers. You will play a vital part in ensuring timely payments and collaborating with internal teams to resolve credit-related issues. Responsibilities:• Manage a portfolio of B2B accounts to ensure timely collection of outstanding balances.• Investigate payment discrepancies and negotiate suitable payment arrangements when necessary.• Maintain detailed and accurate records of collection activities, including customer interactions and account updates.• Review aging reports regularly to prioritize and follow up on overdue invoices.• Collaborate with sales and finance teams to address and resolve credit-related concerns.• Handle inbound calls professionally and efficiently, addressing customer inquiries about billing and payments.• Apply knowledge of accounts receivable processes to streamline collections and ensure compliance with company policies.• Utilize accounting and CRM software to track and manage collections activities.• Ensure adherence to legal regulations and company guidelines in all collection efforts.
2026-04-15T15:18:45Z

Marketing Automation Assistant

Westlake, TX
onsite
Temporary
30.00 - 35.00 USD / Hourly
Digital Marketing Coordinator - 3+Month Contract - full 40 hours a week, on-site in DFW every day! Robert Half, Marketing & Creative is looking for a Digital Marketing Coordinator for a 3-month contract with a client here in the Dallas-Fort Worth area. The Digital Marketing Coordinator will be supporting content authoring, sa well as the sales team on CRM best practices and usage. Digital Marketing Coordinator will be documenting and tracking details of all projects and issues, within the CRM tool. Digital Marketing Coordinator will be evaluating the accuracy of the data and recommend process improvements within the tool.
2026-03-23T15:43:46Z

ERP/CRM Configuration SME

Carrollton, TX
remote
Temporary
70.00 - 80.00 USD / Hourly
We are looking for a skilled ERP/CRM Configuration Subject Matter Expert (SME) to join our team on a long-term contract basis. This role will focus on optimizing procurement, inventory management, and master data governance processes within the machinery manufacturing industry. Based in Carrollton, Texas, this position offers an opportunity to contribute to system enhancement initiatives and ensure data integrity in a dynamic environment. Responsibilities: • Lead the configuration and optimization of ERP/CRM systems, focusing on Procure-to-Pay (P2P) processes, inventory management, and master data governance. • Conduct data cleansing and standardization to improve data quality and integrity across Material Master and Vendor Master records. • Collaborate with technical teams to develop enhancements, interfaces, and reports that address business needs. • Troubleshoot system issues, perform root cause analysis, and implement corrective measures to ensure seamless operations. • Prepare detailed functional specifications, test scripts, and user training materials to support system changes. • Drive integration efforts between ERP modules such as FI, SD, and PP to enhance system functionality. • Analyze and optimize procurement workflows, including purchase requests, purchase orders, goods receipt, and invoice verification. • Facilitate discussions with stakeholders to align system functionality with organizational goals. • Provide training and guidance to end-users on system processes and data management best practices. • Support S/4HANA data migration and stabilization initiatives within the manufacturing environment.
2026-03-18T21:48:44Z

Business Development Manager

Dallas, TX
remote
Permanent
- USD / Yearly
We are looking for a dynamic Business Development Manager to join our team in Dallas, Texas. In this role, you will drive growth by identifying large-scale infrastructure opportunities, cultivating strategic relationships, and positioning the company as a trusted partner in the construction services industry. This is a pivotal position that requires innovation, relationship-building, and a deep understanding of market trends. Responsibilities:• Identify and pursue high-value dirt work and infrastructure projects, focusing on opportunities that are not widely publicized.• Develop a strong pipeline of future projects by proactively engaging with industry leaders and gathering market intelligence.• Utilize existing industry relationships and networks to gain early access to opportunities and secure warm introductions.• Build and maintain trusted relationships with general contractors, engineering firms, and municipal leaders.• Position the organization as a preferred partner for Master Service Agreements (MSAs) and Time & Material contracts.• Create and manage a detailed 12–24 month forecast of projects that align with company growth objectives.• Collaborate with internal teams to ensure alignment with strategic goals and project execution.• Represent the company at industry events and meetings to enhance visibility and strengthen partnerships.• Monitor industry trends and competitor activities to identify new business opportunities.
2026-04-03T12:58:45Z