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We are seeking a personable and detail-oriented Customer Service & Outreach Coordinator to support member engagement and quality control efforts. This role is ideal for someone who enjoys building relationships, communicating proactively, and working independently in a highly visible position within a small, collaborative organization.
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
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