Job Description

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