HubSpot CRM & Ads Assistant

I run a roofing service called Roof Reset and need a reliable virtual assistant who can keep our HubSpot CRM perfectly up-to-date. Your main focus will be data entry and ongoing record maintenance—adding new contacts as they come in, cleaning up existing records, updating deal or ticket details, and making sure every note, call log, or email is captured under the right account. Because we already rely on HubSpot, you should be comfortable with its contact import tools, pipeline views, and basic report snapshots so I can quickly see where each lead stands.

A smaller but important part of the role is watching over our current advertising accounts. I don’t need full campaign builds; I simply want someone who can log in, check spend and performance metrics, flag anything unusual, and drop a concise summary in our shared Slack channel so I can act on it the same day.

Deliverables I expect:
• Daily CRM updates with zero data backlog
• A brief end-of-day note highlighting new entries, edits made, and any duplicate issues spotted
• Twice-weekly ad account check-ins with a one-page performance snapshot (clicks, spend, any anomalies)

If you’re already fluent in HubSpot and comfortable poking around Google Ads or Facebook Ads dashboards to pull numbers, this should be straightforward work. Clear English communication, close attention to detail, and the discipline to update things in near-real time are must-haves.