Client Success & CRM Operations Specialist

Role Overview:

• We are seeking a Client Success CRM Operations Specialist to manage the client journey from lead qualification through onboarding and retention.
• This full-time, hands-on role combines high-volume client communication with accurate CRM management and sales pipeline support.

Key Responsibilities:

• Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms while meeting fast response-time targets.
• Qualify leads by collecting key information and prepare complete prospect profiles for the sales team.
• Maintain complete and accurate client and prospect records, including data cleansing, enrichment, and case notes.

Required Qualifications:

• Experience in client success, customer support, CRM operations, or sales support roles with hands-on CRM platform use.
• Proven experience with lead qualification, follow-up management, and sales handoff processes.
• Strong attention to detail with a focus on data accuracy and excellent English communication.

Tools & Technology:

• GoHighLevel, HubSpot, Google Workspace, Airtable, Slack, Zoom, and other remote collaboration tools.