CRM Assistant

This position is located in Phoenix, AZ (in-office) Overview :

• This is an execution-focused role that supports the day-to-day health of our HubSpot CRM.
• You’ll help keep data clean, assist users with basic CRM issues, and perform routine checks to ensure Operational Teams have what they need to work smoothly.  This is an excellent fit for someone who is detail-oriented, organized, and eager to grow their skills.
• What You’ll Do CRM Support (Tier 1) Respond to basic HubSpot support requests from internal users (access, views, lists, simple report questions).
• Help troubleshoot straightforward issues and escalate anything complex.
• Data Quality & Maintenance Perform weekly checks for duplicates, missing fields, or incorrect associations.
• Update records to ensure accuracy across companies, contacts, deals, and products.
• Follow data-cleanup checklists and report any recurring issues.
• Inbound Lead Routing Process, verify, and assign all incoming Leads / Demo requests to the appropriate Sales Team Members.
• Review all inbound weekly for accuracy and to ensure SLAs and KPIs are met.
• Routine System Upkeep Maintain saved views, simple lists, and dashboards created by the RevOps team.
• Assist with small workflow updates (renaming, filtering, adding notifications—no building required).
• Review “safety nets” to make sure everything is running as expected.
• Process Monitoring Check that important sales handoff steps, MQL follow-up, and other key actions were completed correctly.
• Flag any inconsistencies or errors for HRO to review Simple User Enablement Update screenshots, guides, and how-to docs when fields or views change.
• Record short Loom videos when needed to help users understand updates.

What Success Looks Like Clean, accurate CRM data Quick responses to internal support questions Fewer duplicate records and missing fields Smooth lead routing and fewer preventable errors Clear communication with RevOps and frontline teams. ​​​​​​​ Who You’ll Work With Daily :