CRM Business Partner

We are looking for a detail-oriented and proactive CRM Business Partner to manage customer data, maintain and optimize CRM workflows, and ensure effective communication and follow-up with clients. The ideal candidate should be comfortable using CRM tools, have strong organizational skills, and be able to provide excellent customer support throughout the customer journey.

Key Responsibilities

• Manage and update customer records accurately within the CRM system.
  
• Track and monitor client interactions, follow-ups, and communication history.
  
• Ensure timely follow-up with leads and clients.
  
• Support the customer journey from onboarding through ongoing communication.
  
• Handle customer inquiries and provide prompt, professional assistance.
  
• Maintain data quality and ensure CRM records are complete and up to date.
  
• Generate reports and insights from CRM data to support business decisions.
  
• Assist in setting up and improving CRM workflows, automations, and processes.
  
• Coordinate with internal departments to resolve customer issues efficiently.
  
• Monitor customer satisfaction and escalate concerns when needed.
  
• Support email campaigns, reminders, and customer engagement initiatives through CRM tools.
  
• Develop and optimize CRM usage across the organization.
  
• Propose and implement new automations and workflow improvements.
  
• Extract, analyze, and interpret CRM data and reports to support decision-making.
  
• Ensure the CRM system effectively supports business goals and operational needs.
  

• Bachelor’s degree in Business Administration, Marketing, Communications, or related field (preferred).
  
• 3-5 years experience in Customer Support, CRM Management, or Client Services.
  
• Hands-on experience with CRM platforms such as HubSpot, Salesforce, Zoho CRM, Apollo, or similar tools.
  
• Strong communication skills in both written and verbal English.
  
• Excellent organizational skills and attention to detail.
  
• Ability to manage multiple tasks and follow up consistently.
  
• Strong problem-solving skills and customer-oriented mindset.
  
• Good knowledge of Microsoft Office / Google Workspace.
  
• Ability to analyze customer data and prepare basic reports.
  
• Experience with email marketing tools
  
• Ability to improve CRM processes and suggest efficiencies.
  
• Experience in B2B client communication.