CRM Trainee

About the Role

ERP APPS PTY LTD specializes in helping businesses fully leverage HubSpot, from initial onboarding through advanced automation. The company’s certified experts support clients across marketing, CRM, integrations, and digital transformation to ensure HubSpot aligns with real business needs. Services include marketing automation, HubSpot setup and migration, web design and development, managed services, and ongoing technical support. ERP APPS PTY LTD also delivers tailored CRM implementations, cross-department integrations, and custom workflows to streamline operations and drive smarter growth for clients.

The CRM Trainee will support the implementation and optimization of HubSpot CRM for clients in a full-time, remote role.

Key Responsibilities

• Assisting with data entry and cleanup
• Configuring basic CRM settings
• Helping set up contact properties, pipelines, and workflows under supervision
• Collaborating with senior consultants to document client requirements
• Testing CRM features
• Supporting onboarding activities, such as preparing training materials and user guides
• Monitoring CRM usage
• Generating simple reports
• Communicating with internal teams to ensure accurate and timely updates within the CRM environment

Requirements & Tech Stack

• Proficiency in Microsoft Excel or Google Sheets
• General comfort with cloud-based software and web applications

Qualifications

• Strong Analytical Skills and attention to detail to interpret data, identify patterns, and support CRM optimization.
• Effective Communication skills, including clear written and verbal communication, to collaborate with teams and interact with clients professionally.
• Basic understanding of Sales processes and lead management to help configure pipelines and support sales workflows in the CRM.
• Interest or foundational knowledge in Customer Relationship Management (CRM) tools, ideally with exposure to HubSpot or similar platforms.
• Organizational and basic Project Management skills to handle multiple tasks, meet deadlines, and document progress in a structured way.
• Ability to work independently in a remote environment, with a proactive mindset and willingness to learn from feedback.
• Relevant education or training in business, information systems, marketing, or a related field is beneficial; prior internship or entry-level experience in CRM, sales support, or digital marketing is a plus.