CRM Support Specialist Virtual Assistant

Impact and Importance:

The CRM Support Specialist ensures that HubSpot remains a reliable backbone for day-to-day operations, enabling teams to work efficiently and access accurate data for decision-making. This role bridges the gap between technology and business needs, ensuring smooth processes across sales, service, and administrative functions.

What you will do:

HubSpot CRM Data Management

• Maintain accurate, consistent, and clean CRM data by performing regular data hygiene tasks (e.g., deduplication, validation, field audits)
• Support data migrations, imports, and exports during acquisitions or restructuring
• Monitor and resolve data-related errors (e.g., integration sync failures, duplicate records)
• Manage property creation and updates to support business operations

User Management & Access Control

• Onboard and offboard users by managing permissions, roles, and teams
• Provide training sessions or quick-reference guides for new team members
• Troubleshoot login, SSO, or access-related issues
• Ensure user accounts are aligned with compliance and company policies 

HubSpot Help Desk & Troubleshooting

• Serve as the first line of support for CRM-related issues, including ticketing and help desk communications
• Troubleshoot contact, deal, and pipeline discrepancies
• Configure and optimize desk views, ticket pipelines, and automation rules
• Escalate complex technical issues to HubSpot Support when needed

Pipeline & Workflow Support

• Create and manage pipelines for sales, service, or operational needs
• Support teams in designing workflows that automate internal processes (excluding marketing automations)
• Troubleshoot workflow errors, triggers, and delays affecting business operations

Communication Channels & Integrations

• Configure shared inboxes, chatbots, and connected communication tools within HubSpot
• Monitor and maintain integrations (e.g., Google Workspace, Outlook, Slack, or third-party apps)
• Identify and resolve sync errors between HubSpot and external systems (ERP, scheduling tools, etc.) 

Reporting & Insights

• Build dashboards for sales, service, and operational reporting
• Track help desk volume, resolution times, and recurring issues for continuous improvement
• Provide insights to management on data gaps, user adoption, and process inefficiencies

Documentation & SOP Development

• Create and maintain Standard Operating Procedures (SOPs) for CRM use, including troubleshooting guides
• Document key configurations, property structures, and integration setups
• Serve as an internal resource for CRM-related process documentation

What you will get:

• Competitive starting pay
• Fully remote work
• A growing company that encourages leadership development and promotion
• Knowledgeable, encouraging, and present leadership
• To be part of an inclusive and community-minded organization
• Be supported by caring teammates who like to have fun!

What we are looking for:

• Hands-on experience with HubSpot CRM (Sales or Service Hub preferred)
• Strong attention to detail and data accuracy
• Excellent problem-solving and communication skills
• Ability to train and assist cross-departmental teams

Preferred:

• Familiarity with integration platforms (e.g., Zapier, Make)
• Prior experience with CRM migrations or restructures
• Knowledge of permission hierarchies and data governance practices
• Experience with analytics or reporting tools