HubSpot Assistant

2 days ago

Manila, National Capital Region, Philippines Wingman Group PTY LTD Full time $104,000 - $130,878 per year

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

  • Maintain and update HubSpot records for clients, vendors, and financial contacts

  • Support invoice tracking, payment status updates, and deal-stage documentation

  • Assist with reconciliation tasks by aligning CRM data with accounting systems

  • Generate reports for finance and operations teams using HubSpot dashboards

  • Monitor automation workflows related to billing, onboarding, and service milestones

  • Collaborate with finance staff to ensure data accuracy and compliance

Requirements

  • Experience with HubSpot CRM (1–3 years preferred)

  • Background in accounting, finance, or bookkeeping

  • Strong attention to detail and data integrity

  • Familiarity with accounting software (e.g., Xero, QuickBooks)

  • Excellent communication and organizational skills

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