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CRM Data Migration Support
Skills
Analytical SkillsBritish StandardsCustomer Relationship ManagementEventsHubspotImport OperationsMarketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Solid understanding of CRM systems and data management principles
- Hands-on HubSpot experience or self-directed learning confidence
- Comfortable working with Excel or CSV data
- Analytical and methodical approach
- Able to work independently with minimal technical support
Nice to have
- Technical mindset
- Independent worker
- Methodical approach
- Quick learner
Day to day
- Clean an existing contact database and migrate it into HubSpot.
- Export contacts from Outlook or Excel into CSV, verify emails, and decide what to retain archive or delete.
- Organise contacts into clear stakeholder categories and set up basic HubSpot properties lists and re-engagement support.