HubSpot Assistant
2 weeks ago
Role Purpose
Provide operational support to the finance team by managing CRM workflows, maintaining accurate records, and assisting with accounting-related tasks through HubSpot and integrated systems.
Key Responsibilities
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Maintain and update HubSpot records for clients, vendors, and financial contacts
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Support invoice tracking, payment status updates, and deal-stage documentation
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Assist with reconciliation tasks by aligning CRM data with accounting systems
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Generate reports for finance and operations teams using HubSpot dashboards
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Monitor automation workflows related to billing, onboarding, and service milestones
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Collaborate with finance staff to ensure data accuracy and compliance
Requirements
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Experience with HubSpot CRM (1–3 years preferred)
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Background in accounting, finance, or bookkeeping
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Strong attention to detail and data integrity
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Familiarity with accounting software (e.g., Xero, QuickBooks)
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Excellent communication and organizational skills
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