HubSpot Data Assistant for an Accounting Firm in Australia(Home Based Part Time)

7 days ago

Manila, National Capital Region, Philippines Virtual Coworker Full time

Job Description:


• Audit existing HubSpot data to identify incomplete or inaccurate contact and company records.

• Build and maintain a consistent property taxonomy for Sales and Marketing.

• Review and update standard operating procedures (SOPs) for all internal D2D HubSpot use, including lead lifecycle stages (Lead, SQL, Customer, Bad Lead, etc.) sequences, segments, contact creation and tagging etc.

• Establish data hygiene rules, retention periods, and bad-lead protocols.

• Support the review and audit of dashboards, filters, and reports for Sales and Marketing teams.


• Conduct weekly checks on data quality and produce hygiene reports.


• Lifecycle sequences


• Collaborate with Marketing and Sales to ensure contact properties are filled to usable standards for segmentation and automation.


• Conduct a comprehensive clean-up and deduplication of our HubSpot contact database.

Must haves:


• Experience managing CRM data within HubSpot.


• Strong attention to detail and a structured, process-driven working style.


• Understanding of marketing and sales data workflows.


• The ability to build sequences and clean current sequences, templates and snippets.


• Experience cleaning and importing data sets (CSV/XLSX).


• Familiarity with lead lifecycle management and reporting dashboards.


• Comfortable documenting SOPs and recommending automation improvements.


• Comfortable training teams on HubSpot usage for Day to Day operations.


• Proficiency in Google Sheets; basic knowledge of data validation and reporting.


• Proven experience with HubSpot integrations


• Only open to Filipinos residing in the Philippines.

Home Office Requirements:

Please only apply for this role if you have the following home office requirements:

· Perfectly working headset and webcam

· Stable internet connection of at least 25 Mbps ~ 50 Mbps

· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey or later

· Quiet room with no distractions or background noises

· A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted.

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