Customer Operations Coordinator - HubSpot

This is a remote position.

Schedule:

• 35 hours per week with flexible scheduling throughout the day
  

• Core operational hours potentially 10am-2pm with additional tasks distributed flexibly
  

• Time zone - EDT - Orlando, USA

• Transfer and manage data between Square payment processing, HubSpot CRM, and GroupMe communication platforms
  

• Create deals in HubSpot when invoices are paid and set up corresponding customer communication channels
  

• Copy and paste deal details including pickup addresses, drop-off addresses, and transport specifics between systems
  

• Update trip statuses manually based on driver communications using color-coded system (red=not started, blue=in progress, green=delivered)
  

• Answer customer service calls on dedicated 800 number line and provide support to existing clients
  

• Proactively call customers to confirm transport details and assist with platform setup and navigation
  

• Handle urgent situations such as transport incidents and compile detailed reports for management review
  

• Conduct morning status reviews and update approximately 30 weekly trips based on previous day's activities
  

• Create and manage GroupMe group chats including clients, drivers, and management for each transport
  

• Filter and prioritise tasks based on trip statuses and customer needs

Requirements

• Strong English communication skills with confidence in client-facing phone conversations
  

• Previous customer service experience, particularly with voice/phone support
  

• Exceptional organizational skills and meticulous attention to detail
  

• Common sense decision-making abilities and capacity to work independently
  

• Process-oriented mindset with ability to follow systematic workflows
  

• Technical aptitude for working with multiple software platforms simultaneously
  

• HubSpot CRM experience strongly preferred
  

• Ability to handle sensitive situations with professionalism and empathy
  

• Self-motivated with minimal supervision requirements
  

Benefits

• HMO coverage for eligible locations

• Permanent work from home

• Immediate hiring

• Steady freelance job