CRM & Outreach Coordinator Job at Robert Half (Houston)

Customer Service & Outreach Coordinator

We are seeking a personable and detail-oriented Customer Service & Outreach Coor...

Location

United States , Richmond

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Microsoft Office Suite, particularly Excel
Experience using at least one CRM platform (e.g., Salesforce, HubSpot, or similar)
Ability to accurately document and manage member data
Prior customer service, account management, or outreach experience preferred
Comfortable following scripts while maintaining authenticity in conversation
Detail-oriented with strong follow-up skills
Professional demeanor and polished presentation style
Ability to thrive in a small-company environment where visibility and accountability are high

Job Responsibility

Conduct scripted outreach calls to active members for engagement and quality control purposes
Draft and send professional follow-up emails summarizing conversations and outlining next steps
Ensure members understand the full value and benefits of their membership
Identify potential upsell or upgrade opportunities and communicate them appropriately
Gather quality control feedback and identify operational updates (e.g., plant openings/closures, business expansions)
Document all interactions accurately within CRM systems
Maintain organized records and track outreach metrics
Collaborate with leadership and cross-functional team members in a highly visible role
Support additional data management or business development initiatives as the role evolves

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Medical Recruiter

We are looking for an experienced Medical Recruiter to support hiring efforts fo...

Location

United States , Kalamazoo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in recruitment, preferably within healthcare, hospital, or related service environments
Hands-on experience with applicant tracking systems, CRM tools, and other recruitment technology platforms
Demonstrated ability to source candidates through job boards, direct outreach, and cold calling techniques
Familiarity with candidate screening coordination and general pre-employment hiring processes
Strong organizational skills with the ability to manage multiple openings and competing priorities effectively
Clear communication and stakeholder management skills when working with candidates, hiring managers, and support teams
Experience using tools or systems such as CareerBuilder, ADP, ERP platforms, or similar recruiting and HR applications

Job Responsibility

Lead full-cycle recruitment for healthcare-related roles, from sourcing and screening through interview coordination and offer support
Build and maintain talent pipelines using job boards, applicant tracking tools, CRM platforms, and proactive outreach methods
Conduct initial candidate evaluations to assess skills, experience, and alignment with position requirements
Coordinate background verification steps and support onboarding activities in partnership with internal teams
Track candidate progress accurately within recruiting systems and maintain up-to-date hiring records and documentation
Partner with hiring managers to understand staffing priorities, refine search strategies, and improve time-to-fill outcomes
Use platforms such as CareerBuilder and other sourcing channels to identify applicants with relevant experience for hard-to-fill openings
Support recruitment-related administrative processes that may involve HR, benefits, or enterprise systems as needed

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Business Development Manager - Dubai

As, a Business Development Manager at Sokin, you will act as the initial point o...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Sokin

Expiration Date

Until further notice

Requirements

3+ years of proven enterprise sales experience, with a strong track record of managing complex, high-value deals and long sales cycles across senior stakeholder groups
Specialist within the fintech market, Ideally working with cross boarder payments & treasury services products already
Strong ability to conduct high-quality discovery and structured qualification, uncovering commercial priorities, operational pain points, and treasury requirements to position solutions effectively
Excellent written and verbal communication skills, with the ability to deliver clear, compelling, and value-driven messaging tailored to finance leaders and decision-makers (CFO, FD, Treasurer, Head of Finance)
Commercially sharp, with strong business acumen and the ability to prioritise opportunities based on value, urgency, and strategic fit
Naturally curious and coachable, with a growth mindset and commitment to developing into a trusted advisor for clients and internal stakeholders
Highly organised and detail-oriented, with strong CRM discipline and a structured approach to pipeline management, forecasting, and reporting
Tech-savvy and confident using modern sales tools and CRM systems (Zoho experience is an advantage)

Job Responsibility

Proactively identify, research, and develop new business opportunities across the mid-market and enterprise segments through LinkedIn, CRM intelligence, partner referrals, targeted outbound prospecting, and other channels
Conduct structured qualification by evaluating client needs, treasury requirements, FX exposure, and complexities across international payments and cross-border receivables
Lead initial engagement with senior stakeholders and decision-makers, leveraging a multi-channel approach across email, phone, LinkedIn, and strategic social outreach
Secure and coordinate high-value discovery calls and commercial meetings, ensuring opportunities are well-qualified and positioned for progression through the sales pipeline
Collaborate closely with internal stakeholders — including Marketing, Compliance, Product, and Client Onboarding — to drive seamless opportunity conversion and an exceptional prospect experience
Maintain accurate, timely, and commercially relevant documentation of all activity, pipeline status, and prospect insights within the CRM, ensuring visibility and reporting integrity
Support the planning and execution of outbound campaigns and targeted go-to-market initiatives across assigned sectors, regions, or strategic verticals
Consistently deliver against performance objectives, including weekly activity benchmarks and monthly qualified opportunity targets, contributing to overall revenue growth and pipeline health
Build commercial knowledge across international markets, enterprise sales methodology, FX and treasury solutions, while leveraging ongoing development opportunities within SOKIN's broader commercial organisation

Fulltime

Collections Specialist

We are looking for a Collections Specialist to support short-term accounts recei...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2-3 years of collections experience, including work with commercial, consumer, or credit collections processes
Strong problem-solving skills with the ability to identify issues and determine practical next steps
Experience handling billing-related collection activity and following through on overdue accounts
Comfort using business systems and CRMs such as NetSuite, Upflow, or Salesforce
Ability to manage a 40-hour-per-week schedule for an initial 4-8 week assignment
Strong written and verbal communication skills for interacting with customers and internal stakeholders
Highly organized approach with attention to detail in account research, follow-up, and recordkeeping

Job Responsibility

Work closely with billing and invoicing partners to review account activity, clarify charge details, and help ensure invoices are positioned for timely payment
Reach out to customers and internal contacts to investigate open balances, answer questions, and move payment issues toward resolution
Examine overdue accounts to uncover collection obstacles such as disputes, legal concerns, or balances that may require write-off review
Track receivables aging and prioritize follow-up efforts that help reduce delinquency and improve incoming cash collections
Coordinate with cross-functional teams to align collection actions with customer account history, billing records, and payment status
Document outreach efforts, account updates, and resolution progress accurately within internal systems
Support backlog reduction by organizing collection activity and addressing outstanding items that require immediate attention

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan

Fulltime

School Support Coordinator

We are looking for a School Support Coordinator to provide essential administrat...

Location

United States , Phoenix

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in administrative support, coordination, or office operations
Strong written and verbal communication skills, including confidence in outbound phone outreach
Excellent organizational abilities with careful attention to detail and accuracy
Proficiency with Microsoft Excel, Hubspot, Google Sheets, CRM systems, or similar business tools
Ability to gather information through research and manage data from multiple sources
Proven skill in balancing several responsibilities at once in a fast-paced setting
Self-directed approach to work with dependable follow-through and strong collaboration skills

Job Responsibility

Contact schools to confirm and update staff and partner information with accuracy and professionalism
Maintain consistent follow-up communication with school contacts and help ensure timely responses to ongoing outreach efforts
Research, compile, and refine outreach lists using multiple sources to support partnership activities
Monitor assignments, timelines, and team action items so projects remain on schedule
Coordinate calendars, arrange meetings, and assist with travel planning for team members
Provide logistical support for events, virtual sessions, meetings, and other team initiatives
Enter, organize, and maintain records in spreadsheets, CRM platforms, and related tracking systems
Handle day-to-day administrative tasks that improve workflow, communication, and overall team productivity

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Member Success Manager

As the Member Success Manager, you are a proactive strategic partner for XYPN’s ...

Location

United States , Bozeman

Salary:

92000.00 - 119000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

4+ years of experience in Customer Success, Account Management, or a consultative sales role within a B2B SaaS, services, or membership-based organization.
A proven track record of owning and hitting an expansion, upsell, or cross-sell revenue target with an existing customer base.
Strong pipeline management skills, with the ability to accurately forecast, track, and close opportunities.
Exceptional consultative discovery skills
a demonstrated ability to actively listen to a customer's operational bottlenecks and map them directly to a specific product or service solution.
Experience utilizing a CRM (HubSpot preferred) not just for logging activity, but for building communication sequences, managing workflows, and tracking daily performance.
Experience running 1-to-many adoption motions, including segmenting user data to identify target audiences for specific outreach campaigns.
The ability to confidently lead a sales/discovery call while strategically bringing in cross-functional Subject Matter Experts (SMEs) to navigate deep technical questions.
Legally authorized to live and work in the United States without present or future need for sponsorship.

Job Responsibility

Own and manage an internal sales pipeline focused on generating add-on revenue from existing Emerald members.
Maintain accurate forecasting and pipeline hygiene within HubSpot, tracking all opportunities
Conduct consultative discovery calls to match members with paid, ongoing services and strategic kits
Follow up on service opportunities, pain points, and growth signals uncovered during routine member outreach
Proactively identify target audiences and design creative strategies to promote value expansion
Drive member utilization of XYPN’s core tech stack and benefits
Collaborate with Marketing to launch and measure targeted benefit adoption campaigns
Educate members on the ROI of adopting specific tools
Partner with the Partnerships team to stay informed on vendor updates
Set and execute utilization launch goals for newly introduced benefits

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum 3 weeks per year)
9 paid holidays
401(k) with match (6% employee, 4.5% employer)
12 weeks paid parental leave
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending Accounts available
Employer-paid Life and AD&D insurance

Fulltime

Events Senior Coordinator

This Events Senior Coordinator role is with a global management consulting firm ...

Location

United States , Boston

Salary:

30.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree in marketing, communications, event management, or related field preferred
3+ years of experience in events, marketing, or similar role
Strong organization and project management skills with ability to multitask
Excellent written and verbal communication skills
Experience with CRM systems and event platforms (e.g., Microsoft Dynamics, Cvent)
Detail-oriented with a proactive, problem-solving mindset
Comfortable in a fast-paced, team-oriented environment
Creative and flexible with an interest in events and engagement

Job Responsibility

Support planning and execution of live events, webinars, and marketing campaigns
Manage event logistics including venue sourcing, AV, catering, and setup
Coordinate registrations, attendee communications, and post-event feedback
Partner with internal stakeholders on targeted email campaigns and outreach
Maintain brand consistency across CRM campaigns, social media, and communications
Track event performance and KPIs using tools like Microsoft Dynamics and Cvent
Promote events through social media, PR, and internal channels
Assist senior stakeholders with invitations and communications
Manage smaller projects end-to-end and contribute to process improvements

Fulltime

Marketing & Business Development Intern

The primary focus of this internship is to support the growth of our subscriptio...

Location

Australia , Sydney

Salary:

Not provided

Oxford Economics

Expiration Date

Until further notice

Requirements

Highly organized, with the ability to manage multiple projects simultaneously
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
Self-starter with a strong drive to set and achieve ambitious goals
Team player who adapts well to change and embraces new approaches
Eye for detail and accuracy

Job Responsibility

Compile lists of leads and delegate them to the Business Development team
Coordinate outreach via email campaigns, internet research
Identify key prospects, including companies, individuals, and teams, and establish relationships with them
Prepare market penetration strategies for new services
Develop commercial proposals in collaboration with managers
Maintain and update the Salesforce CRM system, including data entry, cross-checking, and setting up trial notifications
Ensure accurate contact details for new leads and prospects and build comprehensive lead lists
Generate reports and develop tools to monitor and evaluate sales and marketing efforts
Campaign planning, drafting and preparation of the multi touchpoints (to be validated/sent by responsible BD)
Draft online marketing content and email campaigns

What we offer

Competitive stipend with the potential for full-time employment upon completion

Fulltime

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CRM & Outreach Coordinator

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