Client Success, CRM Operations Specialist

Hire Hangar Global

. Manage the client journey from lead qualification through onboarding and retention .

Posted 11/7/2026contractRemote • South AfricaMid-LevelSenior💰 $1,700 - $2,200 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client success and CRM operations, with a strong focus on lead qualification, data accuracy, and multi-channel communication. Proficient in managing client journeys and optimizing workflows to enhance customer engagement and retention.

Highest-signal resume keywords

Client Success ManagementCRM OperationsLead QualificationData AccuracyMulti-Channel Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead QualificationData MaintenancePipeline ManagementCRM AutomationFollow-Up ManagementAppointment SettingEscalation ManagementReporting MetricsTask ManagementCustomer Support

Soft Skills

Attention to DetailCustomer-Facing CommunicationMulti-TaskingProactive Problem SolvingCollaboration

Tools & Technologies

GoHighLevelHubSpotSlackZoomGoogle WorkspaceAsanaAI-Enabled Tools

Industry Keywords

Client JourneyOnboardingEngagement CampaignsData CleansingRemote Work ExperienceUS or UK-Based Companies

About the role

Key responsibilities & impact

Manage the client journey from lead qualification through onboarding and retention
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 preparing complete prospect profiles for the sales team
Route clients to the appropriate team member or specialist based on their needs
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 and data integrity
Coordinate client engagement campaigns, automated follow-up sequences, and payment plan follow-ups
Ensure zero missed follow-ups through structured task management and proactive pipeline tracking
Handle escalations and complex client inquiries, delivering timely, customer-focused resolutions
Monitor and report on pipeline activity, engagement metrics, and service performance
Identify opportunities to improve CRM workflows, data handling standards, and internal processes
Collaborate with sales, operations, and support teams to keep communication and service delivery consistent
Work with fast-growing global companies through Hire Hangar

Requirements

What you’ll need

Experience in client success, customer support, CRM operations, or sales support roles
Hands-on experience with CRM platforms such as GoHighLevel and/or HubSpot, including pipeline management and data maintenance
Proven experience with lead qualification, follow-up management, and sales handoff processes
Experience managing high-volume, multi-channel client interactions in fast-paced, target-driven environments
Strong attention to detail with a focus on data accuracy and reporting
Strong written and spoken English with a clear, professional, customer-facing communication style
Ability to manage multiple tasks, campaigns, and priorities simultaneously
Prior remote work experience
Fluency with remote collaboration tools and platforms such as Slack, Zoom, Google Workspace, Asana, or similar
Ideally worked with US or UK-based companies; applications without this experience will not be considered
Experience building or managing CRM automations and follow-up sequences (preferred)
Team leadership or escalation-point experience in customer operations (preferred)
Experience with appointment setting or outbound outreach (preferred)
Exposure to AI-enabled tools such as Microsoft Copilot or similar (preferred)
Additional language skills are a plus (preferred)
Complete the application form in full and record a video as part of the application process
Ability to work 9:00 AM to 5:00 PM EST
English proficiency

Benefits

Comp & perks

Competitive pay
Real growth opportunities
Long-term career development opportunity
Remote work arrangement
Flexible shift-based hours when needed (preferred qualification)