Overview

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

We are seeking a detail-oriented, tech-savvy CRM & Marketing Automation Coordinator to support our U.S.-based accounting and advisory firm. This role will help manage and maintain our Client Relationship Management system (HubSpot), support marketing automation       activities, and provide data-driven insights to enable smarter business development decisions.

This is a remote position and ideal for someone with strong technical and administrative skills in CRM platforms, marketing technologies, and data management. Familiarity with professional services or accounting firms is a plus.

CRM Management (HubSpot + Introhive):

• Maintain and update contact and company records in HubSpot, ensuring data accuracy and completeness.
• Tag, associate, and segment contacts by industry, service line, office location, and family groupings.
• Support contact ownership assignment and clean-up in collaboration with the business development team.
• Audit and deduplicate CRM data regularly to maintain high integrity.
• Run recurring and ad-hoc CRM reports (e.g., pipeline forecasts, stage-weighted deal values, lead source attribution).
• Support alignment of Introhive data with HubSpot to enrich contact relationships and insights.
• Collaborate proactively with the firm’s Data Governance team to address data‑quality issues, align CRM records with governance standards, and implement any required updates or cleanup tasks.

Marketing Attribution & Campaign Support

• Build and launch email campaigns and basic workflows in HubSpot, tagging assets by campaign and buyer journey stage.
• Use HubSpot’s attribution tools to support testing and learning around attribution models (first touch, last touch, W-shape, etc.), and help document a process as it evolves.
• Monitor buyer intent signals in HubSpot, assist with launching quick nurtures or flagging hot prospects for BD, and track engagement outcomes.
• Collaborate with Finance and Data Governance to align CRM data with revenue reporting and support efforts to build marketing-influenced pipeline visibility over time.
• Surface data trends and support decision-making by helping track ROI and campaign performance; offer insights that may inform budget reallocation.

Reporting & Analytics:

• Prepare weekly and monthly CRM dashboards for internal stakeholders.
• Monitor campaign and contact engagement data to support campaign ROI analysis.
• Help track client engagement by service line or office to identify marketing opportunities.

Documentation & Process Support:

• Maintain process documentation, SOPs, and data entry standards for HubSpot.
• Assist with onboarding documentation for HubSpot/CRM training.
• Coordinate updates and enhancements to templates and workflows in HubSpot.

• 3+ years of experience with CRM systems and marketing automation platforms (HubSpot strongly preferred).
• Experience working with marketing teams in a support, operations, or administrative role.
• Strong data entry, data hygiene, and reporting capabilities.
• Strong English communication skills (written and verbal).
• High attention to detail and commitment to data accuracy.
• Comfortable working independently with direction from U.S.-based team members.
• Familiarity with Introhive, SEO tools, or basic digital marketing platforms is a plus.
• Knowledge of professional services or B2B environments preferred.

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: 50-100 Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST