We are looking for a CRM Coordinator to take ownership of our CRM operations and help us build scalable processes for managing member and prospect relationships.

This is more than a data-entry role. You'll be responsible for maintaining CRM accuracy, improving workflows, monitoring pipeline performance, and ensuring that no relationship falls through the cracks. You'll work closely with the Director of Community & Operations and collaborate with teams across the organization.

Role at a glance

• Work arrangement: Fully remote, async-first
• Employment type: Full-time, independent contractor
• Location: Open to candidates in Brazil, Argentina, Mexico, Spain, the Philippines, and Pakistan
• Compensation: Competitive, based on experience
• Required experience: Hands-on HubSpot experience
• Application: CV in English

What you'll do

CRM Administration & Data Management

• Manage day-to-day HubSpot operations, including contacts, deal stages, custom properties, lifecycle stages, and pipeline accuracy.
• Maintain clean, up-to-date, and actionable member and prospect records.
• Identify and resolve duplicate records, data inconsistencies, and process gaps before they affect operations.

Workflows & Automation

• Build, manage, and optimize HubSpot workflows and sequences to support member acquisition, engagement, and retention.
• Ensure CRM data reflects real-time activities across the Partner/Origination and Managing Partner teams.
• Develop and maintain pipelines, stages, and audience segments as the club grows.

Reporting & Performance Tracking

• Monitor key metrics, including applications, conversion rates, member tenure, engagement, and re-engagement opportunities.
• Build and maintain dashboards that provide clear visibility into pipeline performance and overall CRM health.
• Turn CRM data into concise, actionable insights for leadership.

Segmentation & Campaign Management

• Manage audience segmentation and contact lists for targeted outreach campaigns.
• Ensure communications reach the right audience at the right time.
• Track campaign performance and maintain accurate engagement data.

Member Onboarding

• Coordinate the operational aspects of member onboarding, ensuring communications are delivered on schedule.
• Keep member records accurate and up to date throughout the onboarding process.

Requirements

• 2+ years of hands-on experience in CRM management, Revenue Operations, or a related role, with strong HubSpot experience.
• Solid understanding of pipeline management, lifecycle stages, and funnel reporting.
• Proven ability to independently build and manage workflows and sequences.
• Strong analytical skills and exceptional attention to detail.
• Ability to identify process inefficiencies and implement practical improvements.
• Comfortable working independently in an async-first, fast-paced, distributed team across time zones.
• Excellent written communication skills, with the ability to communicate clearly and concisely.

Nice to have

• Experience in financial services, investment communities, high-ticket sales, or private membership organizations.
• Familiarity with Web3, DeFi, or crypto-related audiences.
• Exposure to SPV workflows, investor relations, or regulated communications.
• Experience with ClickUp, Slack automation, or n8n.

How we work

We value ownership, attention to detail, and proactive problem-solving. Every major initiative goes through multiple reviews before launch, but you'll have significant autonomy over your area of responsibility.

We move quickly, communicate asynchronously, and expect everyone to take initiative, flag potential issues early, and continuously improve the way we work. Our goal is to make the CRM a tool that helps the entire team work more efficiently, not an obstacle to getting things done.

What we offer

• Fully remote work with the flexibility to work from anywhere within the eligible countries.
• An async-first culture that prioritizes autonomy and uninterrupted focus time.
• Direct exposure to institutional-grade deal flow and a high-caliber investor community.
• The opportunity to help build and scale a private co-investment club from an early stage.

How to apply

To apply, submit your CV in English, along with a brief note covering:

• The CRM system you know best and your experience working with it.
• One process improvement you've managed from start to finish.

Shortlisted candidates will hear back within two weeks.