Marketing & Customer Success Specialist

Key Responsibilities

Client Relationship Management

1. Build and maintain strong relationships with client stakeholders, strategic partners, and business contacts.
2. Ensure timely completion of agreed deliverables and action items through coordination.

Communication & Outreach

1. Draft professional emails, client follow-ups, meeting agendas, minutes, and proposals.
2. Execute targeted outreach campaigns using HubSpot and Mailchimp.
3. Support outreach to prospective clients and partners.

Operational & Reporting

1. Maintain client, prospect, and partner records in CRM and databases.
2. 
   Track timelines, monitor pending items, and ensure timely completion of commitments.
3. Prepare dashboards, MIS reports, and campaign performance reports.

Coordination & Support

1. Coordinate with marketing, content, design, and digital teams for marketing initiatives.
2. Gather client feedback and coordinate for process improvement.
3. Conduct market, client, and competitor research.
4. Support management on business development and strategic initiatives.
5. Take ownership of tasks, prioritize work, and drive activities to completion independently.

Qualifications and Skills

1. Experience in customer success, account management, or similar client-facing roles.
2. Hands-on experience with HubSpot, Mailchimp, CRM, and email marketing automation.
3. Excellent written and verbal English communication, especially professional email drafting.
4. Strong working knowledge of Microsoft Excel, PowerPoint, Word, and Google Workspace.
5. Ability to maintain databases, trackers, dashboards, and MIS reports accurately.
6. Strong stakeholder management, follow-up, coordination, and organizational skills.
7. Ability to work cross-functionally and drive initiatives.
8. Proactive approach, high ownership, attention to detail, and ability to work independently.
9. Experience with U.S.-based clients or international stakeholders is preferred.
10. Experience in accounting, tax, consulting, or B2B professional services is an added advantage.