EPI Company

Customer Success Manager

• Help us turn our CRM into a reliable, scalable, automated engine that supports better decisions and more efficient workflows across the company.
• You will be responsible for improving our CRM data quality, building reporting, and supporting the setup of automated processes to help the organisation scale.
• Maintain and update our CRM database (HubSpot) to ensure clean, consistent and structured data.
• Create and optimise automated workflows, lifecycle stages, and internal notifications.
• Support the team in setting up integrations and data syncing across tools (HubSpot, Databricks, internal platforms).
• Identify inefficiencies in current processes and propose practical automation improvements.
• Document CRM processes and help build operational guidelines for internal use.
• Produce weekly and monthly dashboards for management (activity, pipeline).
• Build and maintain standardised reporting templates.
• Monitor data accuracy and proactively flag inconsistencies or missing information.
• Perform exploratory analysis to identify trends, gaps or optimisation opportunities.
• Support the definition of relevant KPIs aligned with business objectives.

CRM and Reporting Support Intern