CRM Coordinator
New
I
Inflection ClubInvestment community
Rio de Janeiro, State of Rio de Janeiro, Brazil. Buenos Aires, Buenos Aires, Argentina. Mexico City, Mexico. Barcelona, Catalonia, Spain. Philippines. Lahore, Punjab, Pakistan, across time zonesContractJunior
Salary not disclosed
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Job Details
- Experience
- 2+ years of hands-on CRM or revenue operations experience
- Required Skills
- HubSpot
Requirements
- Have 2+ years of hands-on CRM or revenue operations experience.
- Have hands-on experience with HubSpot; HubSpot is a hard requirement.
- Understand sales pipeline management, lifecycle stages, and funnel reporting.
- Be able to build workflows and sequences independently.
- Bring exceptional attention to detail and identify and fix data or process issues proactively.
- Be comfortable working asynchronously in a fast-moving, distributed team across time zones.
- Communicate clearly and concisely in writing.
- Bonus: experience in financial services, investment communities, high-ticket sales, or private membership organisations.
- Bonus: familiarity with Web3, DeFi, or crypto-adjacent audiences.
- Bonus: exposure to SPV workflows, investor relations, or regulated communications.
- Bonus: experience with ClickUp, Slack automation, or n8n.
Responsibilities
- Administer HubSpot contact records, deal stages, pipeline accuracy, custom properties, and lifecycle stages.
- Maintain clean, current, actionable member and prospect data as a single source of truth.
- Identify and resolve duplicate records, data anomalies, and process gaps.
- Build and maintain workflows, sequences, and automations for member acquisition, engagement, and retention.
- Coordinate with Partner/Origination and Managing Partner teams to keep pipeline data aligned with real-time activity.
- Improve CRM architecture, including pipelines, stages, and segments, as the club scales.
- Track funnel metrics, including applications, conversions, member tenure, engagement signals, and re-engagement triggers.
- Build and maintain dashboards and share concise insights with leadership.
- Manage audience segmentation and lists for outreach campaigns, and track campaign results.
- Support member onboarding communications and keep member records and onboarding workflows current.
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