HubSpot CRM Specialist

Remote

Full Time

Experienced

Join GrowthAssistant as a HubSpot CRM Specialist!

About This Job

Are you a systems thinker who loves building clean, scalable processes? Join GrowthAssistant as a HubSpot CRM Specialist, where you’ll support a fast-growing U.S. financial technology company that helps small businesses streamline their operations. You’ll play a major role in shaping their CRM ecosystem — ensuring clean data, smooth automation, and accurate reporting that drive business decisions.

In this role, you’ll be the backbone of their CRM infrastructure, owning HubSpot end to end. You’ll build workflows, optimize pipelines, improve data accuracy, troubleshoot integrations, and create dashboards that give Sales, Marketing, and Finance full visibility. If you enjoy combining technical configuration with process improvement, this role is the perfect blend.

Enjoy the stability of a permanent work-from-home setup, competitive compensation, and the opportunity to work directly with a U.S. SaaS/startup-style environment.

Salary Range: Starts at $8/hr (PHP 80,000)

Note: Rate/Salary will depend on your current competencies matched to the position’s job description and requirements based on the assessment results.

The Benefits

Work Set-up: Permanent Work From Home
Bonuses:
- Attendance Bonus of $ 25 for every monthly perfect attendance
- Performance Bonus
- Anniversary Bonus of PHP 5,000 for your 1st year in service and PHP 10,000 for 2 years in service
- Referral Bonus of $ 300 for every successful referral
Holiday Paid Time Off (PTO) for 7 days in a year
Paid Time Offs (PTO) for 6 days in a year
Health Card Plan

⭐ What You’ll Do

Act as the primary owner of HubSpot CRM — structure, configuration, architecture, and daily system management.
Improve CRM performance by maintaining data integrity, cleaning records, optimizing properties, and conducting regular QA checks.
Design and refine pipelines, lead scoring, ticketing systems, custom properties, and lifecycle logic.
Build, optimize, and troubleshoot automations and workflows that support Sales, Marketing, and Finance processes.
Manage integrations with tools like Zapier, QuickBooks, Fathom, OpenPhone, RevenueHero, and internal systems.
Monitor sync errors, system bugs, and integration performance, ensuring everything runs smoothly.
Create and maintain reports and dashboards for leadership — including funnel metrics, attribution, deal velocity, and revenue tracking.
Perform data reconciliations between HubSpot and financial systems to ensure accuracy.
Handle data imports, exports, migrations, and maintain documentation across all system processes.
Train internal teams on CRM workflows and maintain an internal knowledge base.

⭐ What We’re Looking For

4+ years of CRM experience, including 3+ years hands-on with HubSpot.
Strong background in CRM architecture, automation design, and integrations.
Proficiency in Excel/Google Sheets (pivot tables, lookups, formulas, macros).
Experience managing multi-system integrations (Zapier, APIs, finance tools, etc.).
Deep understanding of sales and marketing automation, customer lifecycle workflows, and operational data.
Strong analytical and troubleshooting skills; detail-oriented with excellent documentation habits.
Comfortable working CST hours and collaborating with remote teams.

Bonus Skills:

HubSpot Certifications (Marketing, Sales, Ops, CRM Implementation)
Experience integrating HubSpot with QuickBooks or financial platforms
SQL, BI tools, or advanced reporting experience
Ability to support fast-scaling SaaS environments
Familiarity with Salesforce, Airtable, Monday.com, or similar platforms

⭐ Why You’ll Love This Role

You’ll play a mission-critical role in shaping a company’s entire customer, sales, and data ecosystem. You’ll own the CRM, create smart automations, fix inefficient workflows, and help leadership make better decisions with clean, accurate reporting.

If you love optimizing systems, building scalable workflows, and solving problems through data and automation — this role is your perfect match. 🚀

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What's your highest level of education completed?*

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LinkedIn Profile URL:*

Website, blog or portfolio:*

How many years have you worked in Hubspot or CRM management?* < 6 months1 - 2 years2 - 3 years3 years +

Tell us about your overall experience with HubSpot CRM.

-Which modules have you used (Sales, Marketing, Service, Operations), and what responsibilities did you handle in each?*

Describe the CRM setup you managed in your previous roles.

What did the environment look like (pipelines, properties, automations, user roles), and how did you keep it organized or updated?*

Share your experience improving data quality in HubSpot.

What steps did you take to clean data, remove duplicates, validate information, or maintain consistent field logic?
(If using similar CRMs, please explain your equivalent processes.)*

Tell us about the pipelines you’ve built or optimized in HubSpot.

What stages did you configure, what logic did you apply, and how did the pipeline support Sales or Operations?*

What experience do you have creating or updating custom properties in HubSpot?

Please describe the types of fields you set up and how they improved reporting or workflows.*

Have you handled automation or data sync issues between tools?

-Please explain how you identified the issue, resolved it, and ensured accuracy across systems.*

What industry did you work with as a HubSpot CRM Specialist?*

Describe a HubSpot workflow or automation you built or optimized.

What was the purpose, what logic did you use, and how did you test or monitor it long-term?*

Walk us through your experience managing integrations in HubSpot.

What tools have you connected (e.g., Zapier, QuickBooks, OpenPhone, Fathom, RevenueHero), and what data flows or sync rules did you support?*

Share a situation where you troubleshooted a HubSpot error or integration issue.

-What was the problem, how did you investigate it, and what steps did you take to resolve it?*

What is your experience using Excel or Google Sheets for CRM-related work?

-Please share the types of formulas, models, or templates you’ve built or maintained.*

Describe your experience with data reconciliations.

-Have you compared HubSpot data with finance platforms, spreadsheets, or reporting tools?
If yes, explain what data you matched and your reconciliation process.*

What reports or dashboards have you built inside HubSpot?

-Which metrics did you track (e.g., funnel performance, attribution, deal velocity), and who used the insights?*

What documentation have you created for CRM processes?

-Please share examples such as SOPs, workflow maps, automation guides, data rules, or knowledge base entries.*

How have you supported Sales, Marketing, Operations/Admin, or Finance teams using HubSpot?

-Please describe cross-functional requests you handled and what insights or solutions you provided.*

How have you used HubSpot data to support Sales, Marketing, Operations/Admin, or Finance teams?

-Please describe the types of requests, reports, or insights you handled for each team. If your experience is with similar CRM tools, feel free to share that as well.*

Have you handled system migrations or large data imports/exports?

If yes, walk us through your role.
If not, describe any related experience cleaning CSVs, mapping fields, or preparing data for upload.*

Describe your experience with HubSpot tickets, lead scoring, or lifecycle management.

If applicable, explain how you structured or optimized these systems.*

What experience do you have building or maintaining automations that support lead nurturing or client retention?

Share an example and the impact it had on team workflows or reporting.*

Have you worked in a startup, SaaS, or fast-moving environment?

Please describe the team setup, expectations, and how you adapted your CRM processes.*

This role offers a monthly salary up to Php 90,000, depending on experience.
*How much would be your actual expected rate in peso.*

Do you have any appointments/events that will require you to go on leave for the next 3 months from your hire date? If yes, list all the dates. If none, write N/A.*

List all the necessary details.
1. Computer Processor and RAM details of your own device
2. Internet Speed **

I hereby declare that all information provided in my application with GrowthAssistant is accurate, complete, and true to the best of my knowledge. I understand that any inconsistencies found in the information provided at any stage of the recruitment process may result in the automatic rejection of my application. I understand and acknowledge that I will no longer be considered placeable with GrowthAssistant if any discrepancies are identified.*

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