CRM Specialist (HubSpot) Jobs

We are looking for a CRM Specialist with HubSpot expertise for a private equity firm in the software industry. This is a full-time remote role for a US-based company. The ideal candidate is skilled in CRM setup, migration, and integration. You will work closely with founders and executives, keeping things technical yet consistent. Deep HubSpot knowledge is a must.

Key Responsibilities:

• Lead CRM setups and migrations, mainly from old systems to HubSpot.
• Set up HubSpot based on standard sales funnels and KPI tracking.
• Create automated workflows, lead scoring, and sales automation.
• Add data validation rules and keep data quality high.
• Work with existing CRMs in portfolio companies, including non-HubSpot ones.
• Build and maintain connections between CRM and tools like Aircall, Clay, Apollo, and Lob.
• Make custom reports and dashboards for tracking KPIs across the portfolio.
• Fix technical problems and handle ongoing maintenance.
• Document setups and processes for easy knowledge sharing.
• Train founders and teams on CRM use.
• Clean and enrich data during migrations and for current systems.
• Set standard reporting for finance, sales, and product teams.
• Monitor and maintain strong data quality.
• Handle special reporting requests from leaders.

Required Qualifications:

• 3+ years in HubSpot administration and setup.
• Strong skills in CRM data migration and system integrations.
• Good knowledge of API integrations and automation.
• Advanced skills in Excel or Google Sheets for data handling and analysis.
• Familiar with sales funnel management and lead scoring.
• Excellent English communication skills, both written and spoken.
• Experience working with executives and founders.
• Strong project management and organization skills.
• Able to explain technical ideas to non-tech people.
• Comfortable with video calls and screen sharing.
• Flexible for urgent tasks and deadlines.

Preferred Qualifications:

• HubSpot certifications in Sales, Marketing, or Service Software.
• Experience with other CRMs like Salesforce, Pipedrive, Zendesk, or Zoho.
• Background in B2B software or SaaS.
• Knowledge of 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)
• Fully remote for a US-based company
• SA: R14,000 – R27,000 per month, based on experience
• PH: ₱43,000 – ₱78,500 PHP per month, based on experience
• Annual raises, bonuses, and paid holidays/PTO