HubSpot & Data Intelligence Support Specialist

HubSpot CRM Administration

• Manage and maintain HubSpot CRM records, properties, pipelines, and system configurations

• Create, update, and optimize HubSpot workflows and automations

• Maintain CRM data hygiene, integrity, and consistency

• Monitor and resolve duplicate, incomplete, or inaccurate records

• Support lifecycle management, segmentation, lead imports, and database organization

• Assist in improving CRM processes and operational efficiency

• Coordinate CRM updates and data synchronization across systems

Workflow Automation & Process Optimization

• Build and manage HubSpot workflows, triggers, and automated actions

• Support marketing and operational automation initiatives

• Improve process efficiency through automation logic and CRM optimization

• Assist with campaign setup, QA checks, and workflow troubleshooting

Data Intelligence & Research

• Conduct company, industry, and competitor research

• Enrich contact and company data using LinkedIn, websites, and public data sources

• Build prospect and target account databases

• Perform structured data analysis and identify trends, gaps, and opportunities

• Support business intelligence and reporting initiatives

Reporting & Dashboard Management

• Create and maintain HubSpot dashboards and reports

• Generate data summaries and performance insights

• Support sales and marketing reporting requirements

• Analyze CRM data to support business decisions and operational planning

• Maintain reporting trackers and spreadsheets using Excel or Google Sheets

• Strong hands-on experience with HubSpot CRM Administration

• Experience managing HubSpot workflows and automations

• Proficiency in CRM data management and data integrity

• Experience creating reports, dashboards, and data visualizations

• Strong understanding of CRM structures, segmentation, and lifecycle management

• Excellent Excel and/or Google Sheets skills

• Experience with data enrichment and online research

• Strong analytical thinking and attention to detail

• Ability to work independently and meet deadlines in a remote environment

• Good written English communication skills

• Understanding of B2B sales and marketing processes

• Experience with LinkedIn Sales Navigator

• Familiarity with tools such as Apollo, Clay, ZoomInfo, or similar data platforms

• Experience with Power BI

• Exposure to SimPro ERP

• Familiarity with PandaDoc

• Experience supporting sales, marketing, or operations teams

• Basic understanding of marketing automation and campaign operations