We are looking for a detail-oriented and proactive
CRM Business Partner to manage customer data, maintain and optimize CRM
workflows, and ensure effective communication and follow-up with clients. The
ideal candidate should be comfortable using CRM tools, have strong
organizational skills, and be able to provide excellent customer support
throughout the customer journey.
Key Responsibilities
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Manage and update
customer records accurately within the CRM system.
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Track and monitor
client interactions, follow-ups, and communication history.
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Ensure timely follow-up
with leads and clients.
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Support the customer
journey from onboarding through ongoing communication.
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Handle customer
inquiries and provide prompt, professional assistance.
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Maintain data quality
and ensure CRM records are complete and up to date.
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Generate reports and
insights from CRM data to support business decisions.
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Assist in setting up
and improving CRM workflows, automations, and processes.
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Coordinate with
internal departments to resolve customer issues efficiently.
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Monitor customer
satisfaction and escalate concerns when needed.
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Support email
campaigns, reminders, and customer engagement initiatives through CRM tools.
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Develop and optimize
CRM usage across the organization.
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Propose and implement
new automations and workflow improvements.
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Extract, analyze, and
interpret CRM data and reports to support decision-making.
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Ensure the CRM system
effectively supports business goals and operational needs.
Requirements
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Bachelor’s degree in
Business Administration, Marketing, Communications, or related field
(preferred).
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3-5 years experience in
Customer Support, CRM Management, or Client Services.
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Hands-on experience
with CRM platforms such as HubSpot, Salesforce, Zoho CRM, Apollo, or similar
tools.
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Strong communication
skills in both written and verbal English.
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Excellent
organizational skills and attention to detail.
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Ability to manage
multiple tasks and follow up consistently.
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Strong problem-solving
skills and customer-oriented mindset.
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Good knowledge of
Microsoft Office / Google Workspace.
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Ability to analyze
customer data and prepare basic reports.
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Experience with email
marketing tools
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Ability to improve CRM
processes and suggest efficiencies.
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Experience in B2B
client communication.
