Customer Engagemeent & Marketing Automation Specialist

About the Role:

We are looking for a detail-oriented Customer Support Specialist to join our team remotely. This role combines traditional customer service responsibilities with a focus on CRM management, marketing automation / existing workflow automation, and integration.

The ideal candidate is personable, proactive, and comfortable learning using modern automation tools like SwipeOne, Boost.Space, ReachInbox, FluentForms and will have experience with similar CRM, email, and integration platforms.

Responsibilities:

Customer Service and Engagement:
- Respond promptly and personally to inbound lead emails and chats, developing template answers.
- Personalize outreach and follow-up emails to enhance customer engagement.
- Prepare and manage invoices and summary receipts (superbills)
- Proactively follow up on client program billing.
- Address customer service inquiries related to billing, shipping, and general support.
- Collaborate in creating, maintaining, and optimizing automations and CRM workflows in SwipeOne and Boost.Space.
- Integrate customer engagement activities into our CRM and automation platforms from FluentForms / FluentCRM
- Work in platforms like chat, email, slack, and marketing email tools like ReachInbox

Skills & Qualifications:
- Excellent written communication and customer service skills.
- Comfortable working with invoicing and billing follow-up.
- Familiarity with CRM systems, preferably SwipeOne,
- Basic understanding of workflow automation and integrations (Boost.Space, or, Upgrade to see actual info/Integromat experience is a plus).
- Proactive, solution-oriented mindset with a passion for customer satisfaction.

Why Join Us:

This is a fantastic opportunity to leverage your customer engagement skills and expand into CRM management and automation. You'll have a chance to directly impact customer experience and help shape streamlined operational processes in a supportive, flexible work environment.

Please respond with examples of your experience with CRM and automation, especially with familiarity of the tools we are using or similar tools.

The role is ideally full time, and will grow and evolve from initial activities, into more senior customer facing roles or more technical work, depending on skills and interest.