HubSpot Data and Systemisation Assistant for an Accounting Firm in Australia

6 days ago

Malolos, Central Luzon, Philippines Virtual Coworker Full time ₱40,000 - ₱80,000 per year

• 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.

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