CRM Assistant

Position Summary

Essential Responsibilities

• 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.
  

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.