CRM & Marketing Coordinator

BizIQ is looking for a sharp, highly organized, and motivated CRM & Marketing Coordinator who learns quickly, takes ownership, and enjoys helping clients succeed with technology. In this role, you'll walk clients through CRM features, onboard new clients to the platform, and respond to inbound questions about how to use the CRM. You'll also help keep client CRM accounts in good shape, including lead management, contact lists and basic email templates. This is an excellent early-career opportunity for someone who is ambitious, highly coachable, detail-oriented, and eager to build expertise in CRM technology, marketing automation, and client success. The people who succeed at BizIQ are proactive, learn quickly, communicate confidently, and take pride in getting the details right. We provide the training—you bring the drive, curiosity, and ownership.

ABOUT THE COMPANY
At BizIQ, our mission is to accelerate business growth through innovative and affordable digital marketing solutions. We are a trusted Google Featured Partner, with a success record of helping over 36,000 small businesses enhance their online presence. Nationally recognized for our award-winning culture and listed on the Inc 5000 as one of the fastest-growing companies, we also hold an A+ BBB rating for ethical business conduct. With a vision to impact 150,000 businesses, our organization is built on a foundation of commitment to our core values: Growth Mindset, Results Oriented, Innovative, Inspirational, Accountable and Transparency.

OBJECTIVES

• Own client CRM onboarding and help clients quickly become confident using the platform.
• Onboard new clients to the CRM, guiding them through setup and initial use.
• Resolve inbound client questions quickly, accurately, and professionally, taking ownership through resolution.
• Partner closely with sales and client success to ensure clean handoffs, accurate CRM data, and a strong client experience.
• Monitor CRM and campaign performance, identify issues or opportunities, and proactively recommend improvements.
• Stay current on CRM and email marketing best practices and platform updates.
  

COMPETENCIES

• Fast learner who can quickly become proficient in new software, systems, and processes.
• Exceptional attention to detail; takes pride in accurate, complete work.
• Strong communicator who can confidently lead client calls and explain technology in simple terms.
• High level of personal accountability and ownership—follows through without needing constant direction.
• Resourceful problem solver who looks for answers before escalating issues.
• Strong sense of urgency and ability to manage multiple client requests and priorities.
• Highly coachable and motivated by feedback, learning, and continuous improvement.
• Comfortable working with data, spreadsheets, CRM records, and marketing technology.
• Interested in developing skills in CRM technology, email marketing, automation, and digital marketing.
• Collaborative team member who communicates proactively with Sales, Client Success, and Marketing.
  

EXPERIENCE AND EDUCATION

• Prior CRM experience is not required; however, candidates must demonstrate a strong ability to learn technology quickly and independently.
• Experience in a customer-facing role (customer service, support, retail, or similar) a plus.
• Comfortable learning new software tools quickly.
• Prior exposure to a CRM (HubSpot or similar) or basic email marketing a plus, but not required.
• High school diploma or equivalent required; Associate's or Bachelor's degree a plus.
  

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer
• Prolonged periods attending or presenting on video calls with camera on
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential requirements
  

COMPANY BENEFITS & PERKS

Health Benefits: United Health Medical plans (with Company HSA Contribution), MetLife Dental plans, Vision plan, Life Insurance, Disability Insurance and more

Paid Time Off: 15 days of PTO accrued annually, 6 paid holidays, plus 4 floating holidays

Retirement Savings: 401K
Parental leave: Inclusive and supportive parental leave policy
Peer-to-peer Recognition: We call it BizBucks - a rewards program where you can receive weekly prizes including Amazon gift cards or other prizes.
Award Winning Culture: A fun, energetic workplace, with a supportive atmosphere, no traveling required

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to a diverse and inclusive workplace, BizIQ values a staff reflective of our community. We hire talent at all levels, regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability. We actively foster inclusion within our company and in all interactions with clients, candidates, and partners.