HubSpot & Accounts Administration Virtual Assistant (CRM + Credit Control Support)
trade-focused B2B technology company working with business customers, education, and retail partners. We are looking for a reliable and detail-focused Virtual Assistant to support HubSpot CRM administration and accounts support. This role is heavily focused on accuracy, follow-up, and systems discipline. You will work primarily inside HubSpot (Sales & Service tools) and QuickBooks, supporting credit control, customer records, and service activity. This is not a sales role. βΈ» Key Responsibilities HubSpot CRM Support (Core Focus) β’ Maintain accurate contact, company, deal, and ticket records in HubSpot β’ Log emails, notes, calls, tasks, and follow-ups correctly β’ Update deal stages, ticket statuses, and activities for sales and service teams β’ Ensure CRM data is clean, accurate, and up to date β’ Assist with basic HubSpot reporting and activity tracking Accounts & Credit Control Support β’ Send payment reminders and follow up on overdue invoices β’ Record payment updates and customer communications accurately β’ Support collections activity in a professional, customer-focused manner β’ Assist with basic QuickBooks administration (invoice tracking, account updates) General Admin Support β’ Support day-to-day admin tasks related to CRM and accounts β’ Ensure information is consistent across systems β’ Escalate issues clearly when required βΈ» Required Skills & Experience β’ 1β2 years experience using CRM systems (sales and service tools) β’ Hands-on experience using HubSpot CRM β’ Experience supporting accounts administration or credit control β’ Experience using QuickBooks or similar accounting software β’ Strong attention to detail and excellent organisational skills β’ Ability to work independently and follow defined processes β’ Excellent spoken and written English (mandatory) βΈ» Nice to Have (Not Required) β’ Experience using Fishbowl Inventory or similar inventory/ERP systems β’ Experience supporting B2B or trade customers βΈ» Working Details β’ Remote (Philippines-based preferred) β’ Part-time initially, with potential to increase hours β’ Long-term role for the right candidate IMPORTANT β APPLICATION REQUIREMENTS Applications must include: 1. Written answers to the screening questions below 2. A 2β3 minute video (Loom, Google Drive, or similar) demonstrating spoken English Applications without a video will not be reviewed. Apply tot his job