Client Success, CRM Operations Specialist

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee the client journey from initial lead qualification to onboarding and ongoing retention.

• Handle a high volume of inbound and outbound client communications through email, SMS, phone, and CRM platforms while achieving rapid response-time targets.

• Assess incoming leads by gathering essential information and creating detailed prospect profiles for the sales team.

• Direct clients to the appropriate team member or specialist based on their requirements.

• Keep thorough and precise records of clients and prospects, including data cleansing, enrichment, and case notes.

• Assist in client onboarding within the CRM, ensuring proper workflow setup and data integrity.

• Organize client engagement campaigns, automated follow-up sequences, and payment plan follow-ups.

• Guarantee no missed follow-ups through organized task management and proactive pipeline tracking.

• Address escalations and complex client inquiries, providing timely, customer-centered solutions.

• Track and report on pipeline activity, engagement metrics, and service performance.

• Discover opportunities for enhancing CRM workflows, data management standards, and internal procedures.

• Collaborate with sales, operations, and support teams to ensure consistent communication and service delivery.

• Partner with rapidly growing global companies through Hire Hangar.

⛳️ Requirements

• Proven experience in client success, customer support, CRM operations, or sales support roles.

• Practical experience with CRM platforms such as GoHighLevel and/or HubSpot, focusing on pipeline management and data maintenance.

• Demonstrated ability in lead qualification, follow-up management, and sales handoff processes.

• Experience in managing high-volume, multi-channel client interactions in fast-paced, target-oriented environments.

• Exceptional attention to detail with an emphasis on data accuracy and reporting.

• Strong written and verbal English skills with a clear, professional, customer-facing communication approach.

• Capability to juggle multiple tasks, campaigns, and priorities simultaneously.

• Previous remote work experience.

• Proficiency with remote collaboration tools and platforms such as Slack, Zoom, Google Workspace, Asana, or similar.

• Ideally, experience with US or UK-based companies; applications lacking this experience will not be considered.

• Experience in developing or managing CRM automations and follow-up sequences (preferred).

• Leadership experience or acting as an escalation point in customer operations (preferred).

• Familiarity with appointment setting or outbound outreach (preferred).

• Exposure to AI-enabled tools such as Microsoft Copilot or similar (preferred).

• Additional language proficiency is an advantage (preferred).

• Complete the application form in full and record a video as part of the application process.

• Availability to work from 9:00 AM to 5:00 PM EST.

• Proficient in English.

🏝️ Benefits

• Competitive compensation.

• Genuine opportunities for growth.

• Long-term career development prospects.

• Flexible remote work arrangement.

• Adaptable shift-based hours when necessary (preferred qualification).