Client Services & CRM Executive - Hybrid

We are seeking a detail-oriented Client Services & CRM Executive to manage CRM records, coordinate client communications, and support engagement activities for a growing organisation. This role is ideal for someone who takes ownership of their work, maintains high data accuracy, communicates professionally, and ensures administrative tasks and follow-ups are completed on time.

• →Maintain accurate company, client contact and employee records in HubSpot, including record owners, required fields and the correct links between employees, clients and key contacts.
• →Complete fortnightly database reviews with relevant managers to verify key client and employee contacts, including decision makers, day-to-day managers, finance contacts and escalation contacts. Identify and correct duplicate records, outdated contacts, invalid email addresses and missing information, confirming uncertain changes with the responsible manager.
• →Check recipient lists before every mail-out against current client relationships and approved communication preferences. Resolve incorrect recipients and obtain the required approval before release. Support routine HubSpot administration, approved data imports and exports, lists, views and basic reporting.
• →Maintain a record of data issues, responsible owners and due dates. Follow up missing information and overdue corrections through to closure. Identify opportunities to improve administration and support the testing of approved workflows and automations with the relevant system owners.
• →Communicate professionally with clients by email and telephone, clarify requests and coordinate timely responses with the appropriate team members. Coordinate engagement activities, meetings, invitations, reminders, surveys and client updates, maintaining schedules, recording actions and following up outstanding responses.
• →Work across Client Services, Growth, Marketing, People and Culture and Technology to verify information, coordinate activity and maintain a clear record of relevant communications in HubSpot. Support the colleague responsible for client gifts by confirming approved recipients, delivery addresses, contact details and special delivery instructions.
• →Assist with supplier communications, quotes and order administration within approved budgets. Track dispatch, delivery confirmations and issues, with purchases approved by the responsible manager.

• Proven experience managing and maintaining a CRM database, including updating records, checking data quality and keeping information organised. Practical experience using HubSpot for CRM administration and database management is highly regarded.
• Strong experience in administration, client services or a similar coordination role, with reliable follow-through and pride in the quality of work delivered.
• Exceptional attention to detail and the discipline to check contact records, recipient lists, correspondence and supporting documents before use.
• Excellent written and verbal English, a professional manner and the confidence to communicate clearly with clients and internal stakeholders.
• Initiative and sound judgement to recognise errors or gaps, take appropriate corrective action and escalate matters outside delegated authority. Strong stakeholder management skills and the ability to work across departments, obtain missing information and follow up to agreed deadlines.
• Good organisation and prioritisation skills, with the ability to manage recurring reviews and multiple requests without compromising accuracy. Proficiency in Microsoft 365, particularly Outlook, Excel and Teams, and discretion when handling confidential client and employee information.
• Experience creating workflows and automations within a CRM or similar business system is highly regarded but not essential. Experience coordinating client engagement activities, corporate gifts or procurement administration is also highly regarded.

Candidates from the Greater Manila Area will be prioritized as this role will be mostly working from home but may need to work onsite on a quarterly basis.