CRM Specialist (HubSpot) Job at Cherry Assistant

• We are hiring a CRM Specialist (HubSpot) for a private equity company in the software industry. This is a full-time remote role for a US-based company. This role is ideal for someone who is highly skilled in CRM implementation, migration, and integration, with a strong ability to collaborate directly with founders and executives while maintaining technical precision and process consistency. You must have deep HubSpot experience.

Key Responsibilities:

• Lead CRM implementations and migrations, primarily from legacy systems to HubSpot.
• Configure HubSpot instances based on standardized funnel definitions and KPI tracking requirements.
• Set up automated workflows, lead scoring, and sales process automation.
• Implement data validation rules and maintain data quality standards.
• Work within existing CRMs across portfolio companies, including non-HubSpot platforms.
• Build and maintain integrations between CRM systems and other tools (e.g., Aircall, Clay, Apollo, Lob).
• Create custom reports and dashboards for portfolio-wide KPI tracking.
• Troubleshoot technical issues and provide ongoing maintenance.
• Document configurations and processes for knowledge transfer.
• Conduct CRM training sessions for founders and their teams.
• Perform data cleanup and enrichment for migrated and existing CRM data.
• Establish standardized reporting structures across finance, sales, and product.
• Monitor and maintain high data quality standards.
• Support ad-hoc reporting requests from leadership.

Required Qualifications:

• 3+ years of experience with HubSpot administration and configuration.
• Strong expertise in CRM data migration and system integrations.
• Proficiency in API integrations and automation workflows.
• Advanced Excel/Google Sheets skills for data manipulation and analysis.
• Familiarity with sales funnel management and lead scoring methodologies.
• Excellent written and verbal English communication skills.
• Experience collaborating with executives and founders.
• Strong project management and organizational skills.
• Ability to explain technical concepts to non-technical stakeholders.
• Comfortable with video calls and screen sharing sessions.
• Flexible for urgent requests and deadlines.

Preferred Qualifications:

• HubSpot certifications (Sales Software, Marketing Software, Service Software).
• Experience with other CRM platforms (Salesforce, Pipedrive, Zendesk, Zoho etc.).
• Background in B2B software or SaaS industries.
• Familiarity with CRM best practices.

Required Skills & Tools:

• HubSpot
• API integration tools
• Aircall, Clay, Apollo, Lob
• Excel / Google Sheets
• CRM reporting tools

Schedule & Pay:

• Full-time position
• US Eastern Time hours (9 AM – 6 PM EST).
• This is a fully remote job for a US-based company.
• SA – R14 000 – R27 000 per month, depending on experience and skills.
• PH – ₱43,000 – ₱78,500 PHP per month, depending on experience and skills.
• Annual raises, bonuses, and paid holidays/PTO.