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Client Services, CRM Executive
Twoconnect. Maintain accurate company, client contact and employee records in HubSpot, including record owners, required fields and links between employees, clients and key contacts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM database management, particularly with HubSpot, ensuring data accuracy and effective communication with clients and stakeholders. Exhibits strong organizational skills and attention to detail while coordinating client engagement activities and administrative tasks.
Highest-signal resume keywords
CRM Database ManagementHubSpot AdministrationClient Engagement CoordinationData Quality AssuranceStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Database ManagementData Quality CheckingWorkflow CreationAutomation ImplementationRecord Keeping
Soft Skills
Attention to DetailProfessional CommunicationInitiativeJudgmentOrganization
Tools & Technologies
HubSpotMicrosoft 365OutlookExcelTeams
Industry Keywords
Client ServicesAdministrationProcurement AdministrationCorporate GiftsStakeholder Engagement
About the role
Key responsibilities & impact- Maintain accurate company, client contact and employee records in HubSpot, including record owners, required fields and links between employees, clients and key contacts
- Complete fortnightly database reviews with relevant managers to verify key client and employee contacts
- Identify and correct duplicate records, outdated contacts, invalid email addresses and missing information
- Check recipient lists before every mail-out against current client relationships and approved communication preferences
- Resolve incorrect recipients and obtain required approval before release
- Support HubSpot administration, approved data imports and exports, lists, views and basic reporting
- Maintain records of data issues, responsible owners and due dates
- Follow up missing information and overdue corrections through to closure
- Identify administration improvement opportunities and support testing of approved workflows and automations
- Communicate professionally with clients by email and telephone, clarify requests and coordinate timely responses
- Coordinate engagement activities, meetings, invitations, reminders, surveys and client updates
- Maintain schedules, record actions and follow up outstanding responses
- Work across Client Services, Growth, Marketing, People and Culture and Technology to verify information and coordinate activity
- Maintain a clear record of relevant communications in HubSpot
- Support client gifts administration by confirming approved recipients, delivery addresses, contact details and special delivery instructions
- Assist with supplier communications, quotes and order administration within approved budgets
- Track dispatch, delivery confirmations and issues
Requirements
What you’ll need- Proven experience managing and maintaining a CRM database, including updating records, checking data quality and keeping information organised
- Practical experience using HubSpot for CRM administration and database management is highly regarded
- Strong experience in administration, client services or a similar coordination role
- Exceptional attention to detail and discipline to check contact records, recipient lists, correspondence and supporting documents
- Excellent written and verbal English
- Professional manner and confidence communicating clearly with clients and internal stakeholders
- Initiative and sound judgement to recognise errors or gaps, take corrective action and escalate matters outside delegated authority
- Strong stakeholder management skills and ability to work across departments, obtain missing information and follow up to agreed deadlines
- Good organisation and prioritisation skills
- Ability to manage recurring reviews and multiple requests without compromising accuracy
- Proficiency in Microsoft 365, particularly Outlook, Excel and Teams
- Discretion when handling confidential client and employee information
- Experience creating workflows and automations within a CRM or similar business system is highly regarded but not essential
- Experience coordinating client engagement activities, corporate gifts or procurement administration is highly regarded
- Candidates from the Greater Manila Area will be prioritized
Benefits
Comp & perks- Hybrid - to report onsite 1-2x a quarter or as needed
- Monday to Friday 7:00am - 4:00pm PHT
- HMO with 2 free dependents and other medical reimbursements
- 20 annual leaves + 1 birthday leave
- Government-mandated benefits
- Training programmes for career development
- Engaging company outings, team activities and wellness sessions
- Supportive, inclusive culture
- Competitive pay and benefits
- Additional entitlements
- Structured career development programs
- People-first culture prioritizing stability, growth and genuine care
- Equal opportunity employer
- Cultural diversity and inclusive workplace