Key Responsibilities
● Manage and maintain the HubSpot CRM, ensuring data is accurate, organised, and up
to date
● Manage and segment databases, contacts, prospects, and lead information
● Build and maintain prospect and call lists
● Monitor incoming enquiries and coordinate appropriate follow-ups
● Assist with administrative and operational tasks across the business
● Identify repetitive processes and recommend opportunities for automation
● Build and manage automations using Zapier
● Help develop and improve CRM workflows and processes
● Support the creation and maintenance of KPI tracking and reporting, including Google
Sheets dashboards
● Manage scheduling and calendar-related administration through Calendly
● Conduct occasional professional phone follow-ups where required
● Use AI tools such as ChatGPT and Claude to improve efficiency and streamline
processes
● Maintain organised documentation and information across OneNote, Google Drive and
Google Workspace
● Look for ways to improve systems, workflows, and day-to-day operations
● Potentially support LinkedIn outreach and management as the role develops