Client Onboarding and Database Management Specialist - Remote

Overview

This role involves managing client onboarding processes, maintaining and cleaning client databases, and ensuring effective communication with clients and internal stakeholders.

In Short

• Cleaning and updating client records.
• Creating segmentation lists for clients.
• Building pipelines in HubSpot to track client stages.
• Establishing processes for client categorization.
• Building dashboards for key metrics.
• Managing client onboarding and check-ins.
• Conducting annual client reviews and surveys.
• Producing weekly reports on client engagement.
• Monitoring B2B outreach communications.
• Ensuring timely client communication and follow-ups.

Requirements

• Experience with HubSpot or similar CRM tools.
• Strong organizational skills.
• Excellent communication skills.
• Ability to analyze and report on client data.
• Experience in client management or customer service.
• Detail-oriented with a focus on accuracy.
• Ability to work collaboratively with teams.
• Proficiency in data segmentation and reporting.
• Experience in B2B outreach is a plus.
• Ability to manage multiple tasks and deadlines.

Benefits

• Opportunity to work remotely.
• Collaborative team environment.
• Professional development opportunities.
• Flexible working hours.
• Access to company resources and tools.
• Regular feedback and performance reviews.
• Engagement in meaningful client relationships.
• Potential for career advancement.
• Supportive management team.
• Involvement in strategic planning and execution.