Talent.com
CRM Specialist

CRM Specialist

Cherry AssistantWorkFromHome, Free State, South Africa
30+ days ago
Job description

Join to apply for the CRM Specialist role at Cherry Assistant

Overview

We are hiring a CRM Specialist for a private equity company in the software industry. This is a full-time remote role for a US-based company.

Key Responsibilities

  • Lead CRM implementations and migrations, primarily from legacy systems to HubSpot.
  • Configure HubSpot instances based on standardized funnel definitions and KPI tracking requirements.
  • Set up automated workflows, lead scoring, and sales process automation.
  • Implement data validation rules and maintain data quality standards.
  • Work within existing CRMs across portfolio companies, including non-HubSpot platforms.
  • Build and maintain integrations between CRM systems and other tools (e.g., Aircall, Clay, Apollo, Lob).
  • Create custom reports and dashboards for portfolio-wide KPI tracking.
  • Troubleshoot technical issues and provide ongoing maintenance.
  • Document configurations and processes for knowledge transfer.
  • Conduct CRM training sessions for founders and their teams.
  • Perform data cleanup and enrichment for migrated and existing CRM data.
  • Establish standardized reporting structures across finance, sales, and product.
  • Monitor and maintain high data quality standards.
  • Support ad-hoc reporting requests from leadership.

Required Qualifications

  • 3+ years of experience with HubSpot administration and configuration.
  • Strong expertise in CRM data migration and system integrations.
  • Proficiency in API integrations and automation workflows.
  • Advanced Excel / Google Sheets skills for data manipulation and analysis.
  • Familiarity with sales funnel management and lead scoring methodologies.
  • Excellent written and verbal English communication skills.
  • Experience collaborating with executives and founders.
  • Strong project management and organizational skills.
  • Ability to explain technical concepts to non-technical stakeholders.
  • Comfortable with video calls and screen sharing sessions.
  • Flexible for urgent requests and deadlines.

    • Preferred Qualifications

  • HubSpot certifications (Sales Software, Marketing Software, Service Software).
  • Experience with other CRM platforms (Salesforce, Pipedrive, etc.).
  • Background in B2B software or SaaS industries.
  • Familiarity with CRM best practices.

    • Required Skills & Tools

  • HubSpot
  • API integration tools
  • Aircall, Clay, Apollo, Lob
  • Excel / Google Sheets
  • CRM reporting tools

    • Schedule & Pay

  • Full-time position
  • US Eastern Time hours (9 AM – 6 PM EST).
  • This is a fully remote job for a US-based company.
  • SA - R14 000 – R27 000 per month , depending on experience and skills.
  • Annual raises, bonuses, and paid holidays / PTO.

    • System Requirements

  • Internet speed of at least 20 Mbps upload and download.
  • Computer with a 2.4 GHz processor or higher
  • 8 GB of RAM or higher
  • Windows 10 or newer, or Mac OS X 10.10 or newer
  • HD 720p webcam
  • Headset with a microphone
  • Competitive pay rates
  • The company provides a US phone number and business email address
  • Consistent hours and pay
  • Enjoy the flexibility of working remotely, from home or any location of your choice
  • Eliminating commute time
  • Consistent work with the same clients, fostering long-term professional relationships

    • Additional Information

    Seniority Level : Mid‑Senior level | Employment Type : Contract | Job Function : Other | Industries : Business Consulting and Services; Venture Capital and Private Equity Principals

    If you are passionate about CRM systems, have strong technical skills, and enjoy working in a fast‑paced, founder‑driven environment, we want to hear from you!

    #J-18808-Ljbffr

    Create a job alert for this search

    Crm Specialist • WorkFromHome, Free State, South Africa