Client Success & CRM Operations Specialist
Core
Manage the client journey from lead qualification through onboarding and retention, combining high-volume client communication with accurate CRM management and sales pipeline support.
Role type
Client Success & CRM Operations Specialist
Builds
Sales pipeline, client onboarding workflows, and engagement campaigns
Domain
B2B SaaS / CRM Operations
Required skills
Lead qualification, multi-channel client communication, CRM data management, sales handoff coordination, campaign coordination, task management, escalation handling, pipeline reporting, process improvement
Preferred skills
CRM automation building, team leadership, appointment setting, AI tool usage
Technologies
GoHighLevel, HubSpot, Google Workspace, Airtable, Notion, ClickUp, Trello, Slack, Zoom
Responsibilities
Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms; Qualify incoming leads and prepare prospect profiles for the sales team; Route clients to the right team member based on needs; Maintain complete and accurate client and prospect records; Support client onboarding within the CRM; Coordinate client engagement campaigns and automated follow-up sequences; Monitor and report on pipeline activity and service performance; Identify opportunities to improve CRM workflows and internal processes.
Seniority
Individual Contributor, operational execution