CRM Coordinator

Decentralized Masters

CRM Coordinator responsible for HubSpot administration in a private co-investment community. Ensuring data integrity, managing workflows, and supporting member onboarding processes.

Posted 6/17/2026full-timeRemote • 🇧🇷 BrazilJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Web3

About the role

Key responsibilities & impact

Own day-to-day administration of HubSpot: contact records, deal stages, pipeline accuracy, custom properties, and lifecycle stages.
Maintain a single source of truth for all member and prospect data - clean, current, and actionable.
Proactively identify and resolve duplicate records, data anomalies, and process gaps before they surface as problems.
Build and maintain workflows, sequences, and automations that support member acquisition, engagement, and retention.
Coordinate with the Partner/Origination and Managing Partner teams to ensure pipeline data reflects real-time activity.
Continuously improve the CRM architecture as the club scales - new pipelines, new stages, new segments.
Track and report on key funnel metrics: applications, conversions, member tenure, engagement signals, and re-engagement triggers.
Surface insights to leadership in a clear, concise format - no noise, just signal.
Build and maintain dashboards that give the team visibility into pipeline health at a glance.
Own audience segmentation and list management for outreach campaigns coordinated with the Director of Community & Operations.
Ensure the right message reaches the right segment at the right time - and that results are tracked cleanly.
Support the operational layer of new member onboarding - ensuring the right communications go out on schedule and that member records are updated as they move through each stage.
Liaise with the Director of Community & Operations to keep onboarding workflows current and optimised.

Requirements

What you’ll need

2+ years of hands-on CRM or revenue operations experience, with HubSpot as a hard requirement.
You have a strong grasp of sales pipeline management, lifecycle stages, and funnel reporting - not just where to find them in a dashboard, but what they mean.
You can build workflows and sequences without hand-holding. You know when automation helps and when it creates more problems than it solves.
You have exceptional attention to detail. You notice when something is off, and you fix it before being asked.
You are async-first and comfortable operating in a fast-moving, distributed team across time zones.
You communicate clearly and concisely - in writing, always.
Bonus Points: Experience in financial services, investment communities, high-ticket sales, or private membership organisations.
Familiarity with Web3, DeFi, or crypto-adjacent audiences.
Exposure to SPV workflows, investor relations, or regulated communications.
Experience with ClickUp, Slack automation, or n8n.

Benefits

Comp & perks

Fully remote - work from anywhere.
Flexible, async-first culture with deep focus time built in.
Competitive independent contractor rate commensurate with experience.
Direct exposure to institutional-grade deal flow and a high-calibre investor community.
Ground-floor opportunity in a private co-investment club being built to scale.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMHubSpotsales pipeline managementlifecycle stagesfunnel reportingworkflowsautomationdata managementaudience segmentationdashboard creation

Soft Skills

attention to detailclear communicationconcise writingproblem-solvingadaptabilityteam collaborationprocess optimizationproactive identificationanalytical thinkingtime management