CRM Administrator- US Account

4 days ago


Work from Home, Philippines YFC-Boneagle INTERNATIONAL INC. Full time

US Tech Company (In-house)

Work-life Integration (Weekends Off, Usually no work on US Holidays)

Work Setup: Hybrid or Remote

RESPONSIBILITIES

CRM and ERP Systems Administration and Data Governance

  • Configure and maintain HubSpot CRM Properties, deal pipelines, automation workflows, and user permissions to support business processes.
  • Collaborate with Sales and Marketing teams to design and implement lead capture forms, email templates, and landing pages aligned with campaign strategies.
  • Monitor CRM performance and usage to ensure optimal system health, user compliance, and alignment with governance standards.
  • Oversee data synchronization between HubSpot (SalesHub) and NetSuite ERP, coordinating efforts with IT and Sales teams to ensure data consistency and reliability.
  • Troubleshoot and resolve data integration issues using tools like Celigo or Workato and identify process enhancements to reduce manual effort.
  • Build and manage real-time dashboards in HubSpot to visualize sales funnel metrics, lead behavior, and revenue trends.
  • Deliver timely, actionable reports to stakeholders across Sales, Marketing and Operations for planning and performance tracking.
  • Collaborate with leadership to define key business metrics and evolve reporting frameworks as goals shift.
  • Lead data stewardship efforts within HubSpot, including deduplication, property management, and maintaining logical associations between CRM records.

Sales KPI Training, Marketing Collaboration and CRM User Support

  • Analyze key sales metrics such as lead-to-opportunity conversion, deal velocity, and win/loss trends to uncover performance gaps.
  • Maintain dynamic forecast dashboards to support leadership in projecting revenue by rep, channel, or product.
  • Monitor sales pipeline health and activity to ensure consistent deal progression and timely follow-ups.
  • Collaborate with Marketing to segment CRM data, manage lead scoring models, and refine engagement workflows.
  • Support campaign execution – emails, webinars and outbound activities – and measure impact using HubSpot and MarketingHub analytics.
  • Serves as the go-to resource for CRM inquiries, technical support, and system enhancement requests.
  • Develop and maintain user documentation, onboarding resources, and training guides to promote CRM proficiency.
  • Conduct training sessions and manage permissions, team structures, and default views to align with organizational structure.

Process Optimization and CRM System Documentation:

  • Streamline sales and marketing operations by improving workflows, lead routing, and automation features like sequences and triggers.
  • Drive continuous CRM enhancements based on user feedback, evolving business needs and new platform capabilities.
  • Perform regular system audits to detect performance gaps and enhance data-driven decision-making efficiency.
  • Maintain comprehensive documentation of CRM configurations, customizations, integration and reporting practices.
  • Develop and update data flow diagrams between HubSpot and NetSuite to aid troubleshooting and user onboarding.
  • Log major system changes and version history to ensure transparency, track improvements and support compliance efforts.

SKILLS AND QUALIFICATIONS

  • Graduate with a bachelor's degree in Business Administration, Information Systems, or any relevant field.
  • Strong understanding of database concepts and principles.
  • Experienced with NetSuite ERP and CRM-to-ERP data integrations using platforms like Celigo, Dell Boomi, or Workato.
  • Preferably experienced in using middleware or iPaas tools for system integration (e.g. Celigo, Workato, Zapier).
  • Experience with system integration tools such as Celigo, Workato, or Zapier is a plus.
  • Proficient in data transformation, mapping, and cleansing best practices.
  • Excellent leadership and team management experience, consistently meeting or exceeding performance goals.
  • Proven ability to manage multiple projects under tight deadlines with meticulous attention to detail.
  • Highly organized, resourceful, and self-motivated contributor with strong interpersonal skills – values curiosity, accountability, and professional respect.
  • Willingness to travel as needed.

Experience and Certifications

  • 3+ years of experience as a CRM Administrator, with hands-on expertise managing sales teams in the SalesHub module from HubSpot.
  • HubSpot certifications (HubSpot CRM, Sales Hub, etc.) are a plus

Technical or specific skills (e.g. technical, computer)

  • Excellent verbal and written communication skills; able to collaborate across cross-functional and diverse teams.
  • Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
  • Advanced knowledge of Microsoft Office Suite.
  • Excellent reasoning and analytical skills with the stability to interpret data and follow complex instructions.
  • Ability to perform intermediate math calculations, such as percentages.
  • Working knowledge of SQL or data query tools for ad hoc analysis.

Job Types: Full-time, Permanent

Pay: From Php50,000.00 per month

Benefits:

  • Additional leave
  • Company Christmas gift
  • Company events
  • Health insurance
  • Opportunities for promotion
  • Paid training
  • Promotion to permanent employee

Work Location: Remote


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