Client Services Coordinator (CRM Focus)
Role details
Job location
Tech stack
Job description
We are seeking a detail-oriented Client Services Coordinator with CRM focus to support the maintenance and optimization of our client's CRM system. This role focuses on data accuracy, internal support, and coordinating communication across teams. Prior experience in financial industry highly preferred over other industries. Key Responsibilities Maintain and update customer data within the CRM system Monitor and assign incoming web leads Support internal teams with CRM updates and basic troubleshooting Manage shared inboxes, inbound calls, and request routing Send approved client communications and track account activity Assist with website updates (WordPress) and email campaigns (Mailchimp) Maintain internal reports, spreadsheets, and system data
Requirements
Experience with CRM systems Proficiency in Outlook, Excel, and Teams Strong attention to detail and organization Ability to manage multiple tasks and meet deadlines Strong communication skills and ability to learn new systems quickly Key Traits Proactive, self-starter mindset Solutions-oriented with strong accountability Team player with a willingness to learn and grow
Benefits & conditions
HairClub
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Delray Beach, FL
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$20.00 per hour Description : Make money! Make a Difference! We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensiv…
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15 days ago
