Client Services Executive (HubSpot and Lead Gen Experience) - Work from Home

•  Cleaning - Find incomplete, outdated or duplicate records using the filters. 
• Merge, update or archive as needed.
• Segmentation - Work with the team to determine required segmentation lists (by lifestyle stage, industry, last activity etc.) and these create working lists.
• Tagging - Add custom properties for important client details like onboarding stage, referral likelihood or whatever the team determines.
• Build a simple pipeline in the HubSpot deals section to track key client stages (eg. Prospect, Qualified, Meeting scheduled, Proposal, Contract, Closed / Won, Onboarding).
• Establish simple process for ongoing categorization of clients and prospects. 
• Build dashboards for key measures – database growth, contract engagement, pipeline etc. 
• Work with the team to determine essential metrics.
• Maintain and update client records.
• Regularly review and clean the database to update emails and remove duplicates.
• Refine and add segmentation lists as new data becomes available. 
• Manage client onboarding, set up onboarding meeting with client and relevant team members, ensure all required documentation and digital access is completed and shared with relevant internal team members.
• Set up quarterly client check ins and manage feedback with internal stakeholders.
• Set up annual client reviews for top 10 clients, manage reporting and feedback to internal stakeholders.
• Set up annual client survey for all other clients, manage analysis, reporting and feedback to internal stakeholders.
• Establish and manage client exit interviews and handover process, including coordinating relevant internal stakeholders.
• Ensure the client stage tagging is up to date.
• Produce weekly report.
• Monitor new business outreach with B2B (external) suppliers. 
• Send all interested clients relevant content or links in liaison with Managing Director, Marketing Director, Head of Content and New Business Director. 
• Set up new business and client meetings.
• Schedule timely and regular personalized client check ins, using email templates to communicate with clients and key stages.
• Manage B2B outreach with external party, ensure outreach communications are monitored, appropriate language is used in consultation with the marketing director and managing director, appointments are scheduled for management team to meet with relevant client etc.
• Weekly report, as determined in the set-up stages, sharing new business insights against benchmarked goals.
• Elevate any critical response management required to ensure clients are well served.

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• Minimum of 2-3 years in a customer service or client management role, preferably in a media agency.
• Proficient in HubSpot CRM for lead management and reporting.
• Familiarity with tools like LinkedIn Navigator and Lusha for client research.
• Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills in English.
• Strong ability to prioritize tasks and manage multiple client accounts simultaneously.
• Proactive approach to addressing client concerns and finding effective solutions.
• High level of accuracy in maintaining records and preparing client documentation.
• Experience in the media or advertising industry. 
• Knowledge of additional CRM systems or marketing automation tools.

As a Twoconnect employee, you get to enjoy the following:  

• Work from Home  
• Work-life balance 
• Shift: Monday to Friday; 6:00 am-3:00 pm PHT / 9:00 AM - 6:00 PM AEST/AEDT 
• HMO benefits  
• Government-mandated benefits 
• Training and Development programmes 
• Employee Engagement Events ​​(company outings, fun activities, quarterly wellness and self-care sessions) 
• Experience working with leading organisations 
• Fun, supportive, and inclusive culture 
• Dedicated Team Managers that look after your development