Client Specialist - Business Operations
HigherRingEugene, OR, US17 hours ago
Job type
- Part-time
- Quick Apply
Job descriptionClient Specialist - Business Operations Wage Information - $20.00-$24.00 / hr - high level of HubSpot experience needed The Client Specialist – Business Operations plays a key role in keeping our client CEOs organized, efficient, and moving forward. You will partner closely with CEOs to streamline operations, support business development, and ensure a smooth contracting and onboarding experience for their clients. This position involves daily check-ins with the CEO to identify priorities, move projects forward, and ensure critical items receive attention. You will maintain CRM pipelines, advance sales opportunities, coordinate meetings, and follow up with prospects and clients. You’ll also run short-term projects and may act as the gatekeeper of the CEO's time and focus. A strong portion of this role includes handling contracting workflows — preparing agreements in HubSpot, tracking paperwork through completion, interfacing with client teams, and occasionally onboarding into client systems. This requires persistence, great communication, and a positive sense of humor during follow-ups. We value proactive initiative, professionalism, curiosity, and a solutions-focused mindset. You should enjoy creating order out of chaos and contributing ideas that help our clients’ businesses grow. This is a part-time, remote role that may include occasional weekend work to support board or advisory meetings. This role requires close communication and collaboration with the Client company management. The Client Specialist - Business Operations will meet daily with the Client CEO to talk through challenges and sales opportunities. Deliverables Project statuses Client issues Business development opportunities Preparation for internal meetings The Client Specialist - Business Operations will likely help the Client CEO specifically in the following ways : CRM sales pipeline maintenance Sending out sales emails Following a sales process Preparation for internal team meetings Client development work as requested The Client Specialist - Business Operations will document their work so that we have good operating procedures around the work based on the training provided. Perform other duties as requested. Fluency in spoken and written English (second language a plus) Strong communication and problem-solving ability Proactive self-starter with excellent judgment Highly detail-oriented with strong organization skills Positive attitude and persistence — especially during follow-ups Strong tech proficiency : multitasking across browsers, tabs, and tools, experience and interest in AI is a plus CRM experience required (HubSpot) Reliable home workspace : quiet, distraction-free, with a closing door Hard-wired Ethernet connection; minimum 50 Mbps download / 5 Mbps upload speeds To ensure the security of client data, team members may NOT use satellite or public network connections. Depending on the team, VPN may not be allowed. HigherRing is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, gender expression, sexual orientation, age, national origin, disability, marital status, or military status, in any of its activities or operations. Further, we are looking for people who want to use their power for good. We believe in a woman's right to choose, that everyone deserves to be able to easily vote, that guns should be regulated with at least the same laws applicable to car ownership (licensing and insurance), that we should be vaccinated and wear masks during a pandemic, that white supremacy is a past and growing problem, that humans are responsible for climate change and that it presents a clear and present danger to life on this earth. If those concepts don't align with your worldview, we may not be the employer for you. Employee (not contractor) status at an exciting, socially-minded company Paid training Option to participate in medical, dental, and vision insurance programs (we cover 75+% of the basic plan premium) 401(k) plan with a 2% match contribution Paid vacation after your first year Paid sick leave A financial wellness and coaching program - 0% loans to help pay down debt Opportunity for everyone to be an owner in the company. Our Employee Stock Incentive Plan is offered to all employees. A fast-paced work environment where Team Member input is valued, and where mutual respect and camaraderie are a significant part of our culture. Currently, we are able to hire in the following states only. Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Lousiana, Maine, Maryland, Mississippi, Nevada, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia and Wisconsin. READY TO TAKE THE NEXT STEPS? Visit our Careers page at HigherRing Careers to take the first steps! Please be sure to (1) fully answer all the application questions, (2) add your resume / CV, and (3) include a cover letter! (We can’t consider you without all three submissions.) Powered by JazzHR
About HigherRing :
- HigherRing is the ethical outsourcing partner for socially responsible companies.
- We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose.
- We create remote, impact employment where our team members and clients are valued and supported in their efforts to advance us all toward a more sustainable world.
- HigherRing is a B Corp and a 1% for the Planet member.
About the Role :
Key Responsibilities CEO Support & Operations Daily meetings with the CEO to align on priorities, deliverables, challenges, and business development opportunities Client development and follow-up tasks as requested Maintain documentation to strengthen standard operating procedures Perform other duties and special projects as needed Business Development Support CRM sales pipeline maintenance (HubSpot required) Contracting + Onboarding Create and maintain contracts using HubSpot templates Initiate invoicing from HubSpot Coordinate contracting details with CEOs, EAs, HR, and client contacts Conduct persistent follow-ups to ensure signatures and documentation progress Support onboarding to client systems (e.g., insurance, bank verification, vendor setup) Complete miscellaneous client paperwork and compliance documentation Additional Support Projects Research for writing and client strategy Insurance agency and cyber-insurance coordination (periodically) Occasional document reviews, seasonal gifting, and administrative logistics Further Details :
The Client Specialist - Business Operations will prepare for these meetings by being ready to discuss pertinent topics such as :
Qualifications and Requirements :
OUR BENEFITS PACKAGE INCLUDES :
NOTE :
Please only apply if you live in and would be working from one of these states :
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Client Specialist • Eugene, OR, US
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