Job Description
About the Role
The role involves owning and developing our HubSpot CRM, driving outbound outreach, and conducting research to secure meetings with senior decision-makers.
Responsibilities
• Own and develop our HubSpot CRM by researching, identifying, and adding target accounts and contacts that align with our ideal client profile
• Drive consistent outbound outreach through email, LinkedIn, and additional channels to secure meetings with senior decision-makers including CMOs and VPs
• Conduct account and contact research to uncover relevant triggers and talking points that sharpen and personalize outreach efforts
• Draft professional, value-driven outbound emails and follow-up sequences that reflect the firm's voice and standards
• Lead qualification conversations to evaluate prospect needs and assess alignment with our service offerings
• Partner with leadership to continuously refine outreach strategy, messaging, and sales cadences based on real-time feedback
• Keep CRM records current, accurate, and organized to maintain full pipeline visibility and reliable reporting
• Monitor trends across target industries to strengthen outreach relevance and conversational credibility
• Carry yourself with professionalism and polish in all external interactions, whether digital or in person
Qualifications
• 1–5 years in sales, business development, or a high-volume outreach role; relevant internship experience considered
• Quick thinker with strong resourcefulness and intellectual curiosity
• Excellent written communicator — clear, concise, and persuasive across email and digital channels
• Experienced or highly comfortable using LinkedIn as a prospecting and engagement tool
• Proficient in HubSpot or similar CRM platforms, or able to get up to speed quickly and operate with rigor
• Located in Houston, TX; familiarity with the local business community — especially energy, engineering, or cleantech — is a meaningful advantage
• Self-starter who operates with autonomy and doesn't need to be managed closely
• Receptive to feedback and motivated to grow into expanded responsibilities over time
• Detail-oriented and organized, with the ability to manage competing priorities effectively
Required Skills
• Strong communication skills
• Proficiency in CRM tools (HubSpot)
• Research and analytical skills
Preferred Skills
• Experience in the energy, engineering, or cleantech sectors
• Familiarity with digital marketing strategies
The role involves owning and developing our HubSpot CRM, driving outbound outreach, and conducting research to secure meetings with senior decision-makers.
Responsibilities
• Own and develop our HubSpot CRM by researching, identifying, and adding target accounts and contacts that align with our ideal client profile
• Drive consistent outbound outreach through email, LinkedIn, and additional channels to secure meetings with senior decision-makers including CMOs and VPs
• Conduct account and contact research to uncover relevant triggers and talking points that sharpen and personalize outreach efforts
• Draft professional, value-driven outbound emails and follow-up sequences that reflect the firm's voice and standards
• Lead qualification conversations to evaluate prospect needs and assess alignment with our service offerings
• Partner with leadership to continuously refine outreach strategy, messaging, and sales cadences based on real-time feedback
• Keep CRM records current, accurate, and organized to maintain full pipeline visibility and reliable reporting
• Monitor trends across target industries to strengthen outreach relevance and conversational credibility
• Carry yourself with professionalism and polish in all external interactions, whether digital or in person
Qualifications
• 1–5 years in sales, business development, or a high-volume outreach role; relevant internship experience considered
• Quick thinker with strong resourcefulness and intellectual curiosity
• Excellent written communicator — clear, concise, and persuasive across email and digital channels
• Experienced or highly comfortable using LinkedIn as a prospecting and engagement tool
• Proficient in HubSpot or similar CRM platforms, or able to get up to speed quickly and operate with rigor
• Located in Houston, TX; familiarity with the local business community — especially energy, engineering, or cleantech — is a meaningful advantage
• Self-starter who operates with autonomy and doesn't need to be managed closely
• Receptive to feedback and motivated to grow into expanded responsibilities over time
• Detail-oriented and organized, with the ability to manage competing priorities effectively
Required Skills
• Strong communication skills
• Proficiency in CRM tools (HubSpot)
• Research and analytical skills
Preferred Skills
• Experience in the energy, engineering, or cleantech sectors
• Familiarity with digital marketing strategies
💡 Quick Summary
Seeking a career-building opportunity? The Customer Relationship Management Specialist position is now open for candidates interested in the Customer Care Executive sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care Executive is a plus.