CRM Support Specialist; Virtual Assistant

Job Category
:
Operations

Requisition Number
: CRMSU
001275

• Posted :
  October 6, 2026
• Full-Time
• Remote

Showing 1 location

Remote USA
United States

We are looking for a CRM Support Specialist to join our growing team and help support, maintain, and improve our Hub Spot CRM environment. Hub Spot is a central part of our sales and operational ecosystem, and this role will work closely with our CRM Administrator to ensure the system remains reliable, organized, and scalable as our organization continues to grow.

This is a hands‑on role that combines Hub Spot administration, user support, troubleshooting, data management, automation, and process improvement. We’re looking for someone who can not only complete assigned tasks, but also think critically, identify problems, research solutions, and help us build better processes over time.

Hub Spot CRM Administration & Data Management

• Maintain accurate, consistent, and clean CRM data through regular data hygiene and maintenance
• Perform data imports, exports, cleanup, deduplication, and validation
• Assist with data migrations and onboarding new brands or teams into our CRM ecosystem
• Create and maintain Hub Spot properties and other CRM configurations
• Identify and resolve data issues, including duplicate records and integration‑related discrepancies

User Support & Onboarding

• Serve as a first point of contact for Hub Spot and CRM‑related questions and issues
• Assist with onboarding and offboarding users
• Help manage user access, teams, permissions, and other account settings
• Provide basic training and guidance to users
• Create helpful documentation and quick‑reference materials when needed
• Troubleshoot issues and elevate more complex problems when appropriate

Workflows & Automation

• Build, maintain, and troubleshoot Hub Spot workflows and automations
• Help identify opportunities to automate repetitive or inefficient processes
• Troubleshoot workflow triggers, enrollment issues, delays, and unexpected behavior
• Support the development of scalable CRM processes as business needs evolve

CRM Support & Troubleshooting

• Manage and respond to CRM‑related requests through our help desk/ticketing system
• Troubleshoot contact, company, deal, pipeline, and ticket‑related issues
• Investigate recurring problems and work toward permanent solutions rather than simply resolving individual issues
• Work with Hub Spot Support or other vendors when additional technical assistance is required

Connected Tools & Integrations

• Assist with the support and maintenance of tools connected to Hub Spot, including platforms such as Dialpad and Salesmsg
• Monitor and troubleshoot integration and synchronization issues
• Assist with the configuration and maintenance of other connected business applications as needed

Reporting & Process Improvement

• Assist with Hub Spot dashboards, reports, and data analysis
• Identify data gaps, recurring issues, and process inefficiencies
• Help recommend and implement improvements to CRM processes
• Look for opportunities to make our systems more efficient, consistent, and scalable

Documentation & SOPs

• Create and maintain standard operating procedures and internal documentation
• Document CRM configurations, workflows, processes, and troubleshooting steps
• Help build a knowledge base that allows users and team members to resolve common issues more efficiently

The right person will become a trusted extension of our CRM team.

Success in this role means being able to take a problem, understand what the user or business is trying to accomplish, investigate the issue, and either solve it or identify the appropriate path forward.

We want someone who doesn’t simply ask, “What do you want me to do?”, but…