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.

Requirements

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.