CRM Systems Administrator (HubSpot Lead Management)
- Compensation
- Not disclosed
- Location
- PH PSG, HQ
- Work setup
- Not specified
- Seniority
- Lead
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Devops
- Posted
Skills
Must have
- At least 2 years of experience in CRM administration, sales operations, marketing operations, or a related field.
- Hands-on HubSpot experience is preferred.
- Working knowledge of HubSpot Lead records, properties, lifecycle stages, lead statuses, associations, and duplicate management.
- Proficiency in Microsoft Excel or Google Sheets, including lookup formulas, filtering, pivot tables, and data validation.
- Understanding of lead source attribution, referral tracking, and campaign or channel reporting.
- Familiarity with HubSpot workflows, assignment rules, and import tools is an advantage.
- Awareness of data privacy requirements, including GDPR and CCPA, when handling personal information.
- Strong attention to detail and commitment to data accuracy.
Full description
Privacy Notice
We, at PSG Global Solutions, INC (a Teleperformance company), are committed to respecting your privacy and the protection of your personal data. PSG Global Solutions, INC (a Teleperformance company) needs to use your personal data to ensure that we can meet all the requirements in relation to your application to us. We also need to ensure we comply with laws and regulations, can respond to requests from supervisory authorities, handle legal claims, detect, and prevent fraud, and carry out our business activities. Our Privacy Notice is provided to inform you of how PSG Global Solutions, INC (a Teleperformance company) processes your personal data, and we regularly review it to ensure that it is up to date.
Before proceeding with your application, please review our Candidate Privacy Notice to understand how we collect, use, store, and protect your personal data in connection with the recruitment process.
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About the Role
We are seeking a detail-oriented CRM Systems Administrator (HubSpot Lead Management) to uphold the accuracy and organization of Lead records in HubSpot across internal referrals, industry research, and Field Sales submissions. This role champions data completeness, precise attribution, efficient lead routing, and dependable reporting to optimize lead management workflows and enhance collaboration across teams.
Key Responsibilities
- Create and update HubSpot Lead records for internal referrals and industry research submissions, ensuring accurate source attribution, contact details, and company associations.
- Review Field Sales Lead submissions for completeness, accuracy, and proper classification, returning incomplete or inconsistent records to the sales team for correction.
- Apply established data standards for required properties, naming conventions, lifecycle stages, lead statuses, and source tracking.
- Monitor Lead progression and update status transitions to ensure accurate pipeline records.
- Identify and resolve duplicate Leads and incorrect Lead-to-Contact or Lead-to-Company associations.
- Build and maintain lists, views, and reports for referral tracking, research output, and Field Sales data quality.
- Configure and update Lead-related workflows, assignment rules, and notifications in collaboration with HubSpot administrators.
- Respond to requests from referral, research, and sales teams based on urgency and business impact.