CRM Assistant & Coordinator — Admin, Members & Reports

HRBS Global; Islamabad; On-site; PKR 446,000 - 670,000; Full time

Job summary

HRBS Global in Islamabad (G9 Markaz) is seeking a CRM Assistant/Coordinator to own administration-system and CRM setup, support member and lead processes, and maintain digital content. The role involves creating configurations, codes, and reports, plus ensuring accurate payment and customer data within the CRM.

Responsibilities include updating plans and campaigns, preparing weekly/monthly membership and GEMS reports, and coordinating with Customer Service for BDM-related tasks.

Qualifications

• Experience Required: 1 Year

Responsibilities

• Set up and maintain B2C and B2B programs, packages, and plans in the administration system and CRM.
• Create PassKit configurations for new corporate accounts and whitelist corporate accounts when required
• Create and update B2C, BDM-individual, B2B, and reseller codes; maintain the master register of corporate/personal codes, pages, links, and related details.
• Provide daily, closeout, and weekend support to Customer Service on BDM requests and memberships paid through separate payment link.
• Record, update, and reconcile external payments in the system, ensuring member accounts and backend records reflect the correct payment details.
• Create pre-populated WhatsApp links for new programs using create.wa.link and attach them to the relevant program.
• Encapsulate website links through Capsulink when tracking links are required.
• Check member profiles, information, and profile pictures; prepare member lists and communicate identified issues to Customer Service.
• Keep website and app content updated for plans, packages, campaigns, and clubs, including adding new clubs and removing departing clubs from carousels and introductory slides.
• Create or update Terms & Conditions, Exclusion Policies, promotional content, and advertisements when required.
• Generate renewal links and reassign leads to the appropriate new BDM in the CRM.
• Manage CRM approval/rejection requests, trigger and tag BDMs for unattended social-media leads, and merge or unmerge leads when required.
• Prepare weekly/monthly Sales Membership reports and monthly internal/external GEMS reports.
• Prepare the monthly FAB report covering member locations and sign-up counts.
• Validate CRM lead-source history and prepare the monthly Lead Source Report, completing all required report sections.

Job description

HRBS Global in Islamabad (G9 Markaz) is seeking a CRM Assistant/Coordinator to own administration-system and CRM setup, support member and lead processes, and maintain digital content. The role involves creating configurations, codes, and reports, plus ensuring accurate payment and customer data within the CRM.

Responsibilities include updating plans and campaigns, preparing weekly/monthly membership and GEMS reports, and coordinating with Customer Service for BDM-related tasks.