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. ⸻ Key Responsibilities HubSpot CRM Support (Core Focus) • Maintain accurate contact, company, deal, and ticket records in HubSpot • Log emails, notes, calls, tasks, and follow-ups correctly • Update deal stages, ticket statuses, and activities for sales and service teams • Ensure CRM data is clean, accurate, and up to date • Assist with basic HubSpot reporting and activity tracking Accounts & Credit Control Support • Send payment reminders and follow up on overdue invoices • Record payment updates and customer communications accurately • Support collections activity in a professional, customer-focused manner • Assist with basic QuickBooks administration (invoice tracking, account updates) General Admin Support • Support day-to-day admin tasks related to CRM and accounts • Ensure information is consistent across systems • Escalate issues clearly when required ⸻ Required Skills & Experience • 1–2 years experience using CRM systems (sales and service tools) • Hands-on experience using HubSpot CRM • Experience supporting accounts administration or credit control • Experience using QuickBooks or similar accounting software • Strong attention to detail and excellent organisational skills • Ability to work independently and follow defined processes • Excellent spoken and written English (mandatory) ⸻ Nice to Have (Not Required) • Experience using Fishbowl Inventory or similar inventory/ERP systems • Experience supporting B2B or trade customers ⸻ Working Details • Remote (Philippines-based preferred) • Part-time initially, with potential to increase hours • Long-term role for the right candidate IMPORTANT – APPLICATION REQUIREMENTS Applications must include: 1. Written answers to the screening questions below 2. A 2–3 minute video (Loom, Google Drive, or similar) demonstrating spoken English Applications without a video will not be reviewed. Apply tot his job