Position Summary We are seeking a highly organized and proactive CRM & Client Relations Coordinator to support our sales and management teams. This role is responsible for maintaining and updating the CRM system, coordinating client communications, managing conference and meeting schedules, assisting with client calls, and supporting managers with day-to-day administrative and operational tasks. The ideal candidate is detail-oriented, professional, and comfortable interacting with clients and internal stakeholders. Key Responsibilities CRM Management Maintain and update customer records within the CRM system. Enter, track, and manage leads, opportunities, and client activities. Ensure all client interactions and communications are accurately documented. Generate CRM reports and provide data insights to management teams. Monitor data quality and ensure database accuracy. Client Communication Draft, send, and follow up on client emails and correspondence. Assist with scheduling appointments, meetings, and follow-up activities. Serve as a professional point of contact for client inquiries. Coordinate communication between clients and internal teams. Meeting & Conference Coordination Manage calendars and scheduling for managers and client meetings. Coordinate conference calls, virtual meetings, and in-person meetings. Organize meeting invitations, agendas, and supporting materials. Track action items and distribute meeting notes when required. Coordinate conference attendance, registrations, and logistics. Client & Internal Call Support Attend client calls alongside managers and sales team members. Take detailed notes and document key discussion points, action items, and follow-ups. Assist in preparing presentations and materials for client meetings. Participate in internal meetings to support project tracking and communication. Administrative Support Work closely with managers to support daily operations and priorities. Assist with project coordination and task tracking. Prepare reports, presentations, and business documents. Handle confidential information with professionalism and discretion. Support special projects and other duties as assigned. Qualifications High school diploma required; Associate's or Bachelor's degree preferred. 2+ years of administrative, customer service, sales support, or CRM coordination experience. Experience using CRM platforms such as Salesforce, HubSpot, Zoho, Microsoft Dynamics, or similar. Strong written and verbal communication skills. Excellent organizational and time-management abilities. Ability to multitask and prioritize in a fast-paced environment. Professional demeanor when interacting with clients and senior management. Strong attention to detail and follow-through. Technical Skills Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams). Experience with CRM systems and data entry. Familiarity with email marketing and business communication tools. Ability to create reports, track activities, and manage schedules. Preferred Competencies Strong problem-solving skills. Customer-focused attitude. Ability to work independently and collaboratively. Excellent note-taking and follow-up capabilities. High level of confidentiality and professionalism.

Pay:

$50,000.00 - $55,000.00 per year

Benefits:

Health insurance Paid time off Application Question(s): Do you have 2+ years of experience in administrative support, customer service, sales support, or CRM coordination? Do you have hands-on experience using a CRM such as Salesforce, HubSpot, Zoho, Microsoft Dynamics, or similar?

Work Location:

In person