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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing HubSpot CRM processes, ensuring data integrity, and providing exceptional member support. Proficient in handling customer inquiries, managing deal pipelines, and identifying process improvements within a structured operational framework.
Highest-signal resume keywords
HubSpot CRM ManagementCustomer Service ExperienceDeal Pipeline ManagementAttention to DetailFluent English Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
HubSpot CRMPolicy AdministrationSupport Ticket ManagementBasic ReportingData Accuracy
Soft Skills
Strong Communication SkillsEmpathyProactive MindsetCollaborationAttention to Detail
Tools & Technologies
SoftsureCRM Systems
Industry Keywords
InsuranceFinancial ServicesSubscription-Based Business
About the role
Key responsibilities & impact- Own the “Ops, Admin & HubSpot” core process end to end
- Check and triage the shared inbox twice daily
- Action all member enquiries and support requests promptly
- Manage member support tickets, including general enquiries, policy changes, cancellations, and payment issues
- Process policy administration using HubSpot and Softsure
- Handle member billing questions and payment-related concerns
- Support banking confirmations and failed payment management
- Maintain HubSpot CRM hygiene across the full member lifecycle
- Manage deal stages and pipelines accurately
- Track banking confirmations and complete required fields
- Identify system, process, or data issues affecting member experience or CRM integrity
- Work closely with the Growth Manager on day-to-day member operations
- Attend and contribute to the weekly L10 team meeting
- Participate in Quarterly Planning
- Identify and suggest process improvements
- Resolve support tickets within agreed turnaround times and maintain clean, current CRM data
Requirements
What you’ll need- Philippines-based candidate
- 2+ years of hands-on experience working in HubSpot CRM
- Confidence managing deals and pipelines, support tickets, workflows, and basic reporting
- Fluent written and spoken English
- Previous experience in customer service, member support, or a similar customer-facing operations role
- Strong written and verbal communication skills
- Excellent attention to detail and ability to work within structured processes, checklists, and non-negotiables
- Comfortable handling member enquiries and sensitive conversations with patience and empathy
- Strong systems discipline and ability to keep CRM and operational data accurate and up to date
- Availability to work Philippines-based hours with meaningful overlap into Sydney business hours (AEST)
- Experience in insurance, financial services, or another subscription-based business would be highly relevant
- Comfortable working collaboratively with teams across Sydney and Manila
- Proactive mindset and confidence flagging process, system, or data issues and suggesting improvements
- Open to coaching and able to learn new tools and systems quickly
- Ability to disclose existing ongoing roles or client work
- Ability to reflect this engagement on LinkedIn as “Independent Contractor”
Benefits
Comp & perks- 100% remote work from home
- Flexible time management as an independent contractor
- Meaningful overlap into Sydney business hours while retaining contractor flexibility
- Coaching and opportunities to learn new tools and systems quickly