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CRM Coordinator

Location

Brazil

Posted

1 day ago

Salary

0

Seniority

Mid Level

Professional Certificate2 yrs expEnglishWeb3

Job Description

CRM Coordinator

Decentralized Masters

• Own day-to-day administration of HubSpot: contact records, deal stages, pipeline accuracy, custom properties, and lifecycle stages. • Maintain a single source of truth for all member and prospect data - clean, current, and actionable. • Proactively identify and resolve duplicate records, data anomalies, and process gaps before they surface as problems. • Build and maintain workflows, sequences, and automations that support member acquisition, engagement, and retention. • Coordinate with the Partner/Origination and Managing Partner teams to ensure pipeline data reflects real-time activity. • Continuously improve the CRM architecture as the club scales - new pipelines, new stages, new segments. • Track and report on key funnel metrics: applications, conversions, member tenure, engagement signals, and re-engagement triggers. • Surface insights to leadership in a clear, concise format - no noise, just signal. • Build and maintain dashboards that give the team visibility into pipeline health at a glance. • Own audience segmentation and list management for outreach campaigns coordinated with the Director of Community & Operations. • Ensure the right message reaches the right segment at the right time - and that results are tracked cleanly. • Support the operational layer of new member onboarding - ensuring the right communications go out on schedule and that member records are updated as they move through each stage. • Liaise with the Director of Community & Operations to keep onboarding workflows current and optimised.

Job Requirements

  • 2+ years of hands-on CRM or revenue operations experience, with HubSpot as a hard requirement.
  • You have a strong grasp of sales pipeline management, lifecycle stages, and funnel reporting - not just where to find them in a dashboard, but what they mean.
  • You can build workflows and sequences without hand-holding. You know when automation helps and when it creates more problems than it solves.
  • You have exceptional attention to detail. You notice when something is off, and you fix it before being asked.
  • You are async-first and comfortable operating in a fast-moving, distributed team across time zones.
  • You communicate clearly and concisely - in writing, always.
  • Bonus Points: Experience in financial services, investment communities, high-ticket sales, or private membership organisations.
  • Familiarity with Web3, DeFi, or crypto-adjacent audiences.
  • Exposure to SPV workflows, investor relations, or regulated communications.
  • Experience with ClickUp, Slack automation, or n8n.

Benefits

  • Fully remote - work from anywhere.
  • Flexible, async-first culture with deep focus time built in.
  • Competitive independent contractor rate commensurate with experience.
  • Direct exposure to institutional-grade deal flow and a high-calibre investor community.
  • Ground-floor opportunity in a private co-investment club being built to scale.

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