CRM Assistant

1 day ago

Mumbai, Maharashtra, India Clark Schaefer Hackett Full time ₹ 2,50,000 - ₹ 7,50,000 per year

POSITION SUMMARY

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

o Serve as a first-line resource for CRM questions from Digital/Content Marketing and Client Development; triage issues and escalate as needed.

o Assist with user management (roles, permissions), lists, properties/fields, and lifecycle stages.

  • Data Integrity & Hygiene

o Execute ongoing data hygiene projects: deduplication, normalization, enrichment, and periodic audits.

o Maintain standardized data entry rules and monitor compliance across teams.

o Support imports/exports and data mapping for lists, events, and campaigns.

  • Reporting, Dashboards & Views

o Build and maintain dashboards, custom views, and saved filters for leadership, Digital/Content Marketing, and Client Development.

o As needed, pull reports on campaign performance, pipeline, and engagement metrics.

  • Marketing & Client Development Enablement

o Partner with Digital Marketing on campaign setup (forms, lists, workflows), lead assignment, and UTM/attribution hygiene.

o Support post-event processes (list clean-up, attendee status updates, etc.).

o Coordinate with Client Development on opportunity tracking, task queues, and outreach cadences.

  • Process Improvement & Automation

o Recommend improvements to data structures, workflows, and naming conventions.

o Assist in building lightweight automations (e.g., lead nurturing, routing, notifications) in HubSpot.

o 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).
  • Familiarity with marketing operations, email platforms, and attribution/reporting concepts.
  • 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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