Client Success & CRM Operations Specialist

Remote, South Africa

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Job Title: Client Success & CRM Operations Specialist

Location | Remote

Time Zone | US Time Zones (EST–PST)

Role Overview:

We are seeking a Client Success & CRM Operations Specialist to manage the client journey from lead qualification through onboarding and retention. This full-time, hands-on role combines high-volume client communication with accurate CRM management and sales pipeline support. The ideal candidate is highly organized, detail-oriented, and great at building client relationships.

Key Responsibilities:

Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms while meeting fast response-time targets

Qualify incoming leads by collecting key information and prepare complete prospect profiles for the sales team

Route clients to the right team member or specialist based on their needs, ensuring smooth handoffs and higher close rates

Maintain complete and accurate client and prospect records, including data cleansing, enrichment, and case notes

Support client onboarding within the CRM, ensuring correct workflow setup...