- Remote, South Africa
- Remote
- Full-time · Mid
A Client Success & CRM Operations Specialist will manage the client journey from lead qualification through onboarding and retention, combining high-volume communication with CRM management and sales pipeline support.
Responsibilities
- Manage high-volume inbound and outbound client communication across email, SMS, phone, and CRM platforms
- Qualify incoming leads by collecting key information and prepare complete prospect profiles
- Route clients to the right 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
Requirements
- Nice to have: Building or managing CRM automations and follow-up sequences
- Nice to have: Team leadership or escalation-point experience
- Nice to have: Appointment setting or outbound outreach
- Nice to have: Exposure to AI-enabled tools (Microsoft Copilot)
- Nice to have: Additional language skills