The Role
Support the sales team by managing HubSpot CRM, analyzing sales data, documenting processes, and assisting with sales technology integration and reporting.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio PH’s Growth team and you will help clients maximize their opportunities. Aprio, LLP is a progressive, fast-growing firm looking for a HubSpot Sales Pipeline Specialist to join their dynamic team.
Position Responsibilities:
- HubSpot Support: Support the sales team with HubSpot usage, including troubleshooting, training, and best practice guidance. Assist with data entry, report generation, and dashboard creation within HubSpot. Maintain data hygiene and accuracy within the CRM.
- Sales Reporting & Analytics: Analyze sales data to identify trends, areas for improvement, and opportunities for growth.
- Process Documentation: Document and maintain sales processes, policies, and procedures.
- Sales Technology Support: Support the integration and maintenance of other sales technologies with HubSpot, as needed.
- Cross-Functional Collaboration: Work closely with other departments to ensure alignment and optimize overall business performance.
- Special Projects: Contribute to ad-hoc projects related to sales operations, process improvement, and data analysis.
Qualifications:
- Bachelor’s degree in business, Marketing, or a related field preferred.
- Minimum of 2 years of experience in sales operations or a related field.
- Hands-on experience with HubSpot CRM, including reporting, workflow automation, and data management.
- Strong analytical and problem-solving skills, with the ability to interpret data and provide actionable recommendations.
- Excellent communication, interpersonal, and presentation skills.
- Proficient in Microsoft Office Suite, particularly Excel.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Amenable to work in Eastern Time Zone (Nightshift work schedule)
- Work Setup: Hybrid – Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site.
Preferred Qualifications:
- HubSpot certifications.
- Experience working in a complex, matrixed sales environment, ideally within the professional services industry, specifically accounting.
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Top Skills
Excel
Hubspot Crm
Microsoft Office Suite
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
