Note: The job is a remote job and is open to candidates in USA. BizIQ provides digital marketing solutions designed to help businesses grow. The CRM & Marketing Coordinator will own client CRM onboarding, guide clients through platform setup and use, resolve inbound questions, maintain CRM data and campaigns, and recommend improvements while collaborating with Sales and Client Success.
Responsibilities
- Own client CRM onboarding and help clients quickly become confident using the platform
- Onboard new clients to the CRM, guiding them through setup and initial use
- Resolve inbound client questions quickly, accurately, and professionally, taking ownership through resolution
- Partner closely with sales and client success to ensure clean handoffs, accurate CRM data, and a strong client experience
- Monitor CRM and campaign performance, identify issues or opportunities, and proactively recommend improvements
- Stay current on CRM and email marketing best practices and platform updates
Skills
- Fast learner who can quickly become proficient in new software, systems, and processes
- Exceptional attention to detail; takes pride in accurate, complete work
- Strong communicator who can confidently lead client calls and explain technology in simple terms
- High level of personal accountability and ownership—follows through without needing constant direction
- Resourceful problem solver who looks for answers before escalating issues
- Strong sense of urgency and ability to manage multiple client requests and priorities
- Highly coachable and motivated by feedback, learning, and continuous improvement
- Comfortable working with data, spreadsheets, CRM records, and marketing technology
- Interested in developing skills in CRM technology, email marketing, automation, and digital marketing
- Collaborative team member who communicates proactively with Sales, Client Success, and Marketing
- Prior CRM experience is not required; however, candidates must demonstrate a strong ability to learn technology quickly and independently
- Comfortable learning new software tools quickly
- High school diploma or equivalent required
- Prolonged periods sitting at a desk and working on a computer
- Prolonged periods attending or presenting on video calls with camera on
- Experience in a customer-facing role (customer service, support, retail, or similar) a plus
- Prior exposure to a CRM (HubSpot or similar) or basic email marketing a plus, but not required
- Associate's or Bachelor's degree a plus
Benefits
- United Health Medical plans (with Company HSA Contribution), MetLife Dental plans, Vision plan, Life Insurance, Disability Insurance and more
- 15 days of PTO accrued annually, 6 paid holidays, plus 4 floating holidays
- 401K
- Inclusive and supportive parental leave policy
- BizBucks - a rewards program where you can receive weekly prizes including Amazon gift cards or other prizes
- A fun, energetic workplace, with a supportive atmosphere, no traveling required
Company Overview