Customer Relationship Management Coordinator

About the Role

We are seeking a Client Engagement Coordinator to manage and optimize our CRM system (HubSpot) and support marketing operations. This role plays a key part in ensuring accurate data, effective client communications, and seamless campaign execution.

This is an excellent opportunity for a marketing professional with strong CRM and reporting skills who enjoys working in a collaborative, professional services environment.

Key Responsibilities

• Administer and maintain HubSpot, ensuring data accuracy and segmentation.
• Coordinate and execute email marketing campaigns.
• Import new client and contact data from events, webinars, and other sources.
• Generate reports in Excel and HubSpot to analyze KPIs and campaign performance.
• Support segmentation strategies for personalized communications.
• Collaborate with internal teams to resolve data concerns and streamline processes.
• Create and manage automated workflows within HubSpot.
• Conduct regular audits to ensure data hygiene and compliance with GDPR and CAN-SPAM.
• Support integration with other platforms and identify opportunities for optimization.
• Assist with client communications (alerts, blogs, newsletters) and event list management.
• Manage holiday gifting and e-card distribution.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or related field.
• 3–5 years of marketing experience in a professional services environment (legal, accounting, or similar).
• 1–3 years of hands-on experience with HubSpot (or similar CRM/email platform).
• Strong Excel skills, including reporting and KPI tracking.
• Familiarity with email marketing tools (e.g., Mailchimp) and basic HTML for email templates.
• Excellent attention to detail, organization, and project management skills.
• Strong communication skills (written and oral) and professional judgment.
• Ability to work independently and within a collaborative team environment.