Client Success & CRM Operations Specialist

The role

This person will manage the client journey from lead qualification through onboarding and retention. The role involves high-volume client communication and CRM management to support the sales pipeline.

What you will do

• 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 or specialist
• Maintain complete and accurate client and prospect records
• Support client onboarding within the CRM
• 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
• Monitor and report on pipeline activity, engagement metrics, and service performance
• Identify opportunities to improve CRM workflows, data handling standards, and internal processes

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
• 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
• Ability to manage multiple tasks, campaigns, and priorities at the same time
• Must have prior remote work experience
• Fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar)

Nice to have

• 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

Before you apply

• Applications without prior remote work experience will not be considered
• Must complete the application form in full
• Required to record a video as part of the application process

About the company

Hire Hangar connects top talent with vetted employers. They offer competitive pay and real growth opportunities.