Client Success & CRM Operations Specialist

📋 Description

• Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM
• Qualify incoming leads by collecting key information and prepare complete prospect profiles for the
• Route clients to the right team member or specialist based on their needs, ensuring smooth handoffs
• Maintain complete and accurate client and prospect records, including data cleansing, enrichment
• Support client onboarding within the CRM, ensuring correct workflow setup and data integrity
• Coordinate client engagement campaigns, automated follow-up sequences, and payment plan follow-ups

🎯 Requirements

• Experience in client success, customer support, CRM operations, or sales support roles
• Hands-on experience with CRM platforms such as GoHighLevel and/or HubSpot, including pipeline
• Proven experience with lead qualification, follow-up management, and sales handoff processes
• Experience managing high-volume, multi-channel client interactions in fast-paced, target-driven
• Strong attention to detail with a focus on data accuracy and reporting
• Strong written and spoken English with a clear, professional, customer-facing communication style