Operations/Client Onboarding Coordinator, Inglés C1
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Job Description
Operations/Client Onboarding Coordinator managing CRM and internal processes for efficient client onboarding. Essential for supporting team growth and collaborations in a fast-paced environment.
Responsibilities:
- Gestión de CRM y workflows
- Administrar y mantener actualizado el CRM (HubSpot)
- Gestionar contactos, pipeline y oportunidades
- Asegurar seguimiento constante a leads y clientes
- Apoyar procesos de captura de leads y onboarding
- Documentar y organizar procesos internos
- Mantener sistemas estructurados de información de clientes y proyectos
- Identificar oportunidades de mejora en workflows
- Hacer seguimiento a tareas, tiempos y entregables
- Apoyar la organización de proyectos de consultoría y otras iniciativas
- Asegurar el cumplimiento de deadlines
- Apoyar la comunicación con clientes (emails, follow-ups)
- Coordinar reuniones y agendas
- Mantener la documentación de interacciones actualizada
- Apoyar procesos básicos de facturación
- Asistir con tareas administrativas en herramientas como QuickBooks
- Realizar ajustes básicos en presentaciones o materiales (Canva)
- Apoyar el uso de herramientas de IA para mejorar procesos y documentación
Requirements:
- 1–3 años de experiencia en operaciones, CRM o roles de coordinación
- Inglés Avanzado
- Experiencia con HubSpot o CRM similares
- Excelente organización y manejo del tiempo
- Alta atención al detalle
- Capacidad de trabajar de forma autónoma
- Inglés avanzado (oral y escrito)
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