CRM Administrator VA

Owns the setup, data quality and automation of your CRM so sales and marketing work from accurate records. A senior administrator keeps HubSpot, Salesforce or Zoho configured, clean and useful.

Description

A CRM Administrator VA manages the setup, data quality, automation and day-to-day operation of your CRM. They can configure pipelines, build workflows, maintain records, integrate systems, create reports and support users across platforms such as HubSpot, Salesforce, Zoho and Pipedrive. Outsource Teams provides top 1% vetted talent from the Philippines, with full-time and part-time options, no lock-in contracts and a replacement guarantee.

Responsibilities

  • Configure objects, pipelines, properties, permissions and views in HubSpot, Salesforce, Zoho or Pipedrive.
  • Build workflows and automation for lead routing, task creation, follow-ups and stage changes.
  • Maintain data quality through deduplication, validation rules, import standards and regular audits.
  • Integrate the CRM with email, calendars, marketing platforms, support tools and billing systems.
  • Build reports and dashboards for sales pipeline, activity and marketing attribution.
  • Onboard and train users, write process documentation and answer day-to-day questions.
  • Manage imports, migrations and bulk updates safely with backups and testing.
  • Monitor system health, licence usage and integration errors.
  • Gather requirements from sales and marketing and translate them into CRM changes.

Software & Tools

HubSpot Salesforce Zoho CRM Pipedrive Zapier Microsoft Excel

Requirements

  • Five or more years administering a CRM such as HubSpot, Salesforce, Zoho or Pipedrive.
  • Certifications such as Salesforce Administrator or HubSpot Sales Hub Software are valued.
  • Experience with integrations using native connectors, Zapier, Make or APIs.
  • Strong understanding of sales processes, data models and reporting.
  • Careful, methodical approach to data changes and documentation.
  • Excellent written English for documentation, training and user support.
  • Reliable high-speed internet with backup power and availability during the client's business hours.

Frequently Asked Questions

What can they manage inside the CRM?

They can configure pipelines, properties, permissions and views, create automations, maintain data quality, manage imports and build dashboards and reports.

Can they connect the CRM with other systems?

Yes. They can integrate the CRM with email, calendars, marketing tools, support platforms and billing systems using native integrations, Zapier, Make or APIs.

What platforms can they work with?

The listed platforms include HubSpot, Salesforce, Zoho CRM, Pipedrive, Zapier and Microsoft Excel.

What experience should I expect?

Candidates are expected to have at least five years administering a CRM such as HubSpot, Salesforce, Zoho or Pipedrive.

What does it cost?

Rates are listed in USD at $9 per hour for entry-level talent, $12 per hour for intermediate and $15 per hour for senior talent. There are no lock-in contracts.

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