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Job Title: Client Success & CRM Operations Specialist
Location | Remote
Time Zone | US Time Zones (EST–PST)
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. The ideal candidate is highly organized, detail-oriented, and great at building client relationships.
Key Responsibilities:
Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms while meeting fast response-time targets
Qualify incoming leads by collecting key information and prepare complete prospect profiles for the sales team
Route clients to the right team member or specialist based on their needs, ensuring smooth handoffs and higher close rates
Maintain complete and accurate client and prospect records, including data cleansing, enrichment, and case notes
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
Ensure zero missed follow-ups through structured task management and proactive pipeline tracking
Handle escalations and complex client inquiries, delivering timely and customer-focused resolutions
Monitor and report on pipeline activity, engagement metrics, and service performance
Identify opportunities to improve CRM workflows, data handling standards, and internal processes
Collaborate with sales, operations, and support teams to keep communication and service delivery consistent
Required Qualifications:
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 management and data maintenance
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 environments
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
Ability to manage multiple tasks, campaigns, and priorities at the same time
Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US or UK-based companies. Applications without this experience will not be considered.
Preferred Qualifications:
Experience building or managing CRM automations and follow-up sequences
Team leadership or escalation-point experience in customer operations
Experience with appointment setting or outbound outreach
Exposure to AI-enabled tools (such as Microsoft Copilot or similar)
Flexibility to work shift-based hours when needed
Additional language skills are a plus
Tools & Technology:
GoHighLevel
HubSpot
Google Workspace
Airtable, Notion, ClickUp, or Trello
Slack, Zoom, and other remote collaboration tools
Please NOTE:
It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
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