Customer Relationship Management Specialist

About the Role

We are seeking a part time detail-oriented and investigative Customer Relationship Maintenance Specialist to support the ongoing health and accuracy of our HubSpot CRM database. This role is focused on maintaining, cleaning, and expanding existing contact records through proactive outreach and documentation. This is a remote position based in Massachusetts, 20 hours per week.

This is not traditional cold calling. Instead, this role centers on CRM maintenance calling — reconnecting with aged contacts, confirming information, identifying replacements when contacts have changed roles, and strengthening communication channels to ensure future outreach is successful. The ideal candidate enjoys research, asking questions, and uncovering accurate information. Persistence, organization, and strong documentation skills are essential.

Responsibilities

• Conduct directed outreach to aged or inactive CRM contacts (call/email)
• Confirm employment status, contact information
• Identify replacements when necessary
• Verify and update contact information
• Update CRM records (HubSpot) with accurate and detailed notes
• Weekly activity summary and general findings update
• Work closely with Marketing to assess contact quality and engagement status
• Identify opportunities to expand contact lists within organizations

Qualifications

• Comfortable working in CRM systems (HubSpot)
• Confident and professional on the phone
• Naturally investigative and detail-driven
• Willing to hunt for accurate information and follow up persistently
• Organized and disciplined with documentation
• Customer service experience preferred
• Strong written communication skills

Preferred Skills

• CRM (HubSpot)
• Customer Service