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.

Responsibilities

• 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 Identify and correct duplicate records, outdated contacts, invalid email addresses and missing information, confirming uncertain changes with the responsible manager.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 ad