Position Details

Salary $27 – $33 USD / year

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Sales & Business Development

About this role

Manage and maintain accurate client data in Salesforce and other CRM platforms while coordinating client project workflows. Support onboarding, analyze client data to uncover trends, and partner with internal teams on marketing and upsell initiatives.

Key Responsibilities

Manage and maintain client data in Salesforce and other CRM
Coordinate project workflows and ensure timely delivery
Support onboarding of new clients with data integration and training
Analyze client data for trends and opportunities
Collaborate with sales teams for upsell opportunities and issue resolution

Technical Overview

The role centers on operational data management and reporting using Salesforce/CRM systems, plus project workflow coordination and customer data analysis. You will use project management practices and customer relationship management processes to support onboarding, delivery tracking, and actionable insights.

Ideal Candidate

The ideal candidate is an entry-level to early-career professional with hands-on experience in client services, account management, or customer service within SaaS or financial services. They have strong Salesforce (and CRM) data management skills, can analyze client data to generate actionable insights, and communicate clearly while coordinating onboarding and project workflows.

Must-Have Skills

SalesforceCustomer Relationship Management (CRM)Project managementAccount managementCustomer serviceData analysisExcellent communication skills

Nice-to-Have Skills

Familiarity with SaaS solutionsFamiliarity with financial services processesKnowledge of marketing collaboration

Tools & Platforms

SalesforceCRM platforms

Required Skills

SalesforceCustomer Relationship Management (CRM)project managementdata managementdata analysisclient onboardingdata integrationmarketing strategy developmentissue resolutionaccount managementupsell opportunities

Hard Skills

SalesforceCustomer Relationship Management (CRM)Project managementData managementData analysisClient onboardingData integrationMarketing strategy developmentCustomer data analysisIssue resolutionSales initiatives supportUpsell opportunitiesAccount managementSaaS solutions processesFinancial services processes

Soft Skills

Client communicationProactive engagementAbility to clearly articulate technical informationMultitaskingAttention to detailCross-functional collaborationCustomer relationship managementProblem solving

Industry & Role

Industry SaaS

Job Function Maintain client CRM data and coordinate client service workflows to support account management and growth.

Role Subtype Client Success Manager

Keywords for Your Resume

Client ServicesData Management SpecialistClient onboardingSalesforceCRM platformsaccount managementcustomer serviceproject managementdata analysisanalyze complex data setsstrategic recommendationsmarketing strategiescustomer dataissue resolutionupsell opportunitiescustomer relationship managementSales and account managementclient datafast-paced environmentattention to detailCustomer Relationship Management (CRM)client onboarding

Deal Breakers

Must have hands-on experience with Salesforce for managing customer/client data, Must demonstrate data analysis experience and strong communication skills

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Client Services/Data Management Specialist

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