CRM Assistant

4 days ago

Mumbai Maharashtra, India Clark Schaefer Hackett Full time

We are seeking a detail-oriented and proactive CRM Assistant to support the day-to-day administration and optimization of our firm’s CRM (HubSpot preferred). Based out of our Mumbai office, this role partners closely with Digital/Content Marketing, Client Development, and broader marketing teams to maintain clean, reliable data; build dashboards and custom views; respond to user questions; and improve processes that enhance campaign execution and business development outcomes.
ESSENTIAL RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- System Support & Administration
- Serve as a first-line resource for CRM questions from Digital/Content Marketing and Client Development; triage issues and escalate as needed.
- Assist with user management (roles, permissions), lists, properties/fields, and lifecycle stages.
- Data Integrity & Hygiene
- Execute ongoing data hygiene projects: deduplication, normalization, enrichment, and periodic audits.
- Maintain standardized data entry rules and monitor compliance across teams.
- Support imports/exports and data mapping for lists, events, and campaigns.
- Reporting, Dashboards & Views
- Build and maintain dashboards, custom views, and saved filters for leadership, Digital/Content Marketing, and Client Development.
- As needed, pull reports on campaign performance, pipeline, and engagement metrics.
- Marketing & Client Development Enablement
- Partner with Digital Marketing on campaign setup (forms, lists, workflows), lead assignment, and UTM/attribution hygiene.
- Support post-event processes (list clean-up, attendee status updates, etc.).
- Coordinate with Client Development on opportunity tracking, task queues, and outreach cadences.
- Process Improvement & Automation
- Recommend improvements to data structures, workflows, and naming conventions.
- Assist in building lightweight automations (e.g., lead nurturing, routing, notifications) in HubSpot.
- QA new fields, forms, integrations, and workflow changes prior to launch.
- Live the firm’s mission, REAL Values, and The CSH Way.
- Perform other duties as assigned.

REQUIRED SKILLS
- Proficiency in CRM platforms.
- Strong analytical and problem-solving skills.
- Strong interpersonal/relationship skills.
- Excellent verbal and written communication skills.
- Strong organization skills and attention to detail.

EDUCATION AND EXPERIENCE
Required:

- Bachelor’s degree in Business, Marketing, Information Systems, or related field.
- 1-3 years of hands-on CRM experience; HubSpot strongly preferred.
- Proficient in Excel for data clean-up and analysis.
- Strong attention to detail, organization, and follow-through; clear written and verbal communication.

Preferred:

- Experience in professional services (accounting, advisory, or consulting).
- Exposure to integrations/APIs, data enrichment tools, or business intelligence platforms.

Location - Mumbai (Goregaon)

Timings - 12:00noon-9:00pm

Working Days - Monday to Friday

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