Client Success & CRM Operations Specialist
New
H
Hire HangarClient success, CRM operations
Location: South Africa; Secondary Locations: Paraguay, Ecuador, Guatemala, Egypt, Venezuela, Colombia, Belize, Chile, Uruguay, Peru, Philippines, Nicaragua, Argentina, Panama, El Salvador, Bolivia, Mexico. Workplace: Remote, US Time Zones (EST–PST)Contract
Salary1,700 - 2,200 USD per month
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Job Details
- Languages
- Strong written and spoken English
- Required Skills
- HubSpotGoogle WorkspaceSlackCustomer support
Requirements
- Have experience in client success, customer support, CRM operations, or sales support.
- Have hands-on experience with GoHighLevel and/or HubSpot, including pipeline management and data maintenance.
- Have experience with lead qualification, follow-up management, and sales handoff processes.
- Have experience managing high-volume, multichannel client interactions in fast-paced, target-driven environments.
- Demonstrate strong attention to detail and a focus on data accuracy and reporting.
- Have strong written and spoken English and a professional, customer-facing communication style.
- Be able to manage multiple tasks, campaigns, and priorities at the same time.
- Have prior remote work experience and be fluent with remote collaboration tools and platforms.
- Have experience with tools such as Slack, Zoom, Google Workspace, Asana, or similar.
- Experience with US- or UK-based companies is preferred in the posting as an ideal background.
- CRM automation and follow-up sequence experience, team leadership or escalation experience, appointment setting or outbound outreach, and exposure to AI-enabled tools are preferred.
Responsibilities
- Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms.
- Qualify incoming leads, collect key information, and prepare prospect profiles for the sales team.
- Route clients to the appropriate team member or specialist and support smooth handoffs.
- Maintain accurate client and prospect records, including data cleansing, enrichment, and case notes.
- Support client onboarding in the CRM and ensure correct workflow setup and data integrity.
- Coordinate engagement campaigns, automated follow-up sequences, and payment plan follow-ups.
- Track tasks and the sales pipeline to prevent missed follow-ups.
- Handle escalations and complex client inquiries.
- Monitor and report on pipeline activity, engagement metrics, and service performance.
- Identify CRM workflow and data-handling improvements, and coordinate with sales, operations, and support teams.
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