Client Services & CRM Executive - Hybrid

Twoconnect; Pasig; Hybrid; PHP 357,000 - 502,000; Full time

Benefits offered by this job

Hybrid onsite 1–2x per quarter

HMO with dependents

20 annual leaves + 1 birthday leave

Career development training

Inclusive culture

Job summary

Twoconnect is seeking a detail-oriented Client Services & CRM Executive to manage CRM records, coordinate client communications, and support engagement activities from home with quarterly onsite requirements. The role emphasizes ownership, data accuracy and timely administrative follow-ups.

Responsibilities include maintaining HubSpot records, reviewing databases, ensuring correct recipients, supporting imports/exports, and coordinating client engagement via emails and calls.

Qualifications

• Requires strong data accuracy and CRM coordination experience.
• Experience using HubSpot for CRM administration and data management is highly regarded.
• Excellent written and verbal English with professional client communications.

Responsibilities

• Maintain CRM records in HubSpot, including owners, fields and links between employees, clients and contacts.
• Perform fortnightly database reviews to verify contacts and correct duplicates or missing information.
• Check recipient lists before mail-outs and obtain approvals before release; support data imports/exports and basic reporting.
• Record data issues with owners and due dates; follow up to closure and suggest process improvements.
• Communicate with clients by email and phone; coordinate timely responses and engagement activities.
• Coordinate across teams to verify information and maintain records of communications in HubSpot.

Skills

Attention to detail

Data quality

English communication

Client services

Ownership

Tools

HubSpot

Microsoft 365

Outlook

Excel

Teams

Job description

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 administration and support the testing of approved workflows and automations with the relevant system owners.
• Communicate professionally with clients by email and telephone, clarify requests and coordinate timely responses with the appropriate team members. Coordinate engagement activities, meetings, invitations, reminders, surveys and client updates, maintaining schedules, recording actions and following up outstanding responses.
• Work across Client Services, Growth, Marketing, People and Culture and Technology to verify information, coordinate activity and maintain a clear record of relevant communications in HubSpot. Support the colleague responsible for client gifts by confirming approved recipients, delivery addresses, contact details and special delivery instructions.
• Assist with supplier communications, quotes and order administration within approved budgets. Track dispatch, delivery confirmations and issues, with purchases approved by the responsible manager.

• Proven experience managing and maintaining a CRM database, including updating records, checking data quality and keeping information organised. Practical experience using HubSpot for CRM administration and database management is highly regarded.
• Strong experience in administration, client services or a similar coordination role, with reliable follow-through and pride in the quality of work delivered.
• Exceptional attention to detail and the discipline to check contact records, recipient lists, correspondence and supporting documents before use.
• Excellent written and verbal English, a professional manner and the confidence to communicate clearly with clients and internal stakeholders.
• Initiative and sound judgement to recognise errors or gaps, take appropriate corrective action and escal...
• Good organisation and prioritisation skills, with the ability to manage recurring reviews and multiple requests without compromising accuracy. Proficiency in Microsoft 365, particularly Outlook, Excel and Teams, and discretion when handling confidential client and employee information.
• Experience creating workflows and automations within a CRM or similar business system is highly regarded but not essential. Experience coordinating client engagement activities, corporate gifts or procurement administration is also highly regarded.

Candidates from the Greater Manila Area will be prioritized as this role will be mostly working from home but may need to work onsite on a quarterly basis.

Why Join Twoconnect?

We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity:

• Hybrid - to report onsite 1-2x a quarter or as needed
• Monday to Friday 7:00am - 4:00pm PHT
• HMO with 2 free dependents and other medical reimbursements
• 20 annual leaves + 1 birthday leave
• Government-mandated benefits
• Training programmes for career development
• Engaging company outings, team activities and wellness sessions
• Supportive, inclusive culture

Twoconnect connects highly skilled Filipino professionals with established companies in Australia, New Zealand, the United States, the United Kingdom and Europe, providing direct access to global careers and long-term opportunities.

We offer competitive pay and benefits, additional entitlements and structured career development programs that make employment both financially rewarding and professionally sustainable.

Our industry-leading retention rate demonstrates our commitment to a people-first culture that prioritises stability, growth and genuine care for every employee.

Twoconnect is an equal opportunity employer. We value cultural diversity and foster an inclusive workplace where every employee is respected and supported as part of a growing global team.