CRM Coordinator: Client Growth & Onboarding

INSTANT IMPACT; Town of Poland (NY); On-site; USD 29,405 - 42,771; Full time

Job summary

INSTANT IMPACT is seeking a Client Relationship Management Coordinator to join its CRM team in Cracow, Poland. You will support business development activities, maintain CRM data, and assist with proposals, reporting and client onboarding initiatives.

The role requires highly organized, proactive individuals with strong communication skills and experience in professional services or financial services environments.

Qualifications

• Experience in an administrative, client services, business development support or professional services environment.
• Strong organisational, prioritisation and time-management skills.
• Excellent attention to detail and the ability to manage multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Word, Excel and PowerPoint.
• Experience using CRM systems would be advantageous.
• Knowledge of financial services, client onboarding, KYC or CDD processes would be beneficial but is not essential.

Responsibilities

• Support the Vice President, Director and wider CRM team with new and ongoing client matters.
• Maintain accurate client and opportunity records within the CRM platform.
• Track business opportunities and support client onboarding activities.
• Assist with the preparation of proposals, presentations and internal reports.
• Conduct market research and competitor analysis to support business development initiatives.
• Liaise with internal stakeholders across compliance, marketing and business development teams.
• Support the maintenance of CRM processes, procedures and knowledge resources.
• Contribute to reporting, process improvements and ad hoc projects.

Skills

Administrative experience

Client services

Business development support

Professional services exposure

Strong organisational skills

Time-management

Attention to detail

Written and verbal communication

CRM experience

KYC/CDD knowledge (nice to have)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM software

Job description

INSTANT IMPACT is seeking a Client Relationship Management Coordinator to join its CRM team in Cracow, Poland. You will support business development activities, maintain CRM data, and assist with proposals, reporting and client onboarding initiatives.

The role requires highly organized, proactive individuals with strong communication skills and experience in professional services or financial services environments.