Business Development Research & HubSpot CRM Assistant

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: TYPE OF WORK

Part Time

: SALARY

$650 / month

: HOURS PER WEEK

20

: DATE UPDATED

Aug 28, 2026

JOB OVERVIEW

About Us

We work closely with restoration contractors, insurance professionals, public adjusters, third-party administrators, property managers, and other referral partners.

As we grow, we are looking for a highly organized and resourceful Virtual Assistant to support our business development team through company research, contact research, CRM management, and preparation of Strategic Account Briefs.

This is not simply a data-entry position.

We are looking for someone who is comfortable researching companies, identifying decision-makers, verifying information, using AI tools such as ChatGPT, and maintaining accurate information within HubSpot.

Key Responsibilities
1. Company Research

Research target companies including:

Restoration contractors
Insurance agencies
Public adjusters
Third-party administrators
Property management companies
Insurance adjusters
Related referral partners

Research may include:

Company background
Locations
Geographic service area
Services provided
Ownership
Key personnel
Business development contacts
Operations personnel
Relevant company news
Potential referral opportunities

You will be provided with research templates and clear instructions.

2. Strategic Account Briefs

Prepare detailed Strategic Account Briefs for target companies using our established templates.

You will:

Conduct online research
Identify relevant company information
Find key decision-makers
Verify information across multiple sources
Use ChatGPT to help organize and draft the account brief
Review the final output for accuracy before submission

Strong attention to detail is extremely important.

AI should be used to improve productivity, but information must still be researched and verified.

3. Contact Research

Identify relevant contacts including:

Owners
Presidents
General Managers
Operations Managers
Business Development Managers
Marketing Managers
Project Managers
Estimators
Contents Managers
Insurance professionals
Public adjusters

Research contact information where available, including:

Full name
Job title
Company

Email
Phone number
LinkedIn profile
Location

4. HubSpot CRM Management

Maintain accurate company and contact records within HubSpot.

Responsibilities will include:

Creating company records
Creating contact records
Associating contacts with the correct company
Updating company information
Updating contact information
Assigning company types
Assigning geographic territories
Categorizing and segmenting prospects
Identifying duplicate records
Cleaning CRM data
Filling missing information
Maintaining consistent formatting
Uploading/importing data where appropriate

5. Prospect List Development

Help continually build our business development database by researching new companies within designated territories.

This may include identifying:

New restoration companies
Insurance agencies
Public adjusters
Property managers
Industry partners
New contacts within existing target accounts
Required Skills

You should have:

Excellent written English
Strong internet research skills
Excellent attention to detail
Strong organizational skills
Experience with spreadsheets
Experience using Google Sheets and/or Microsoft Excel
Comfortable working independently
Ability to follow detailed processes
Ability to verify information rather than simply copy search results
Preferred Experience

Strong preference will be given to candidates with experience in:

HubSpot CRM
CRM data entry or CRM administration
LinkedIn research
Lead generation
Contact research
Business-to-business research
Data enrichment
ChatGPT or other AI tools
Google Workspace
Microsoft Excel

Experience within restoration, construction, insurance, property services, or another B2B industry would be helpful but is not required.

What We Are Looking For

The ideal person is:

Detail-oriented
Reliable
Curious
Resourceful
Comfortable learning new industries
Able to work without constant supervision
Willing to ask questions when information is unclear
Able to distinguish reliable information from inaccurate information
Interested in becoming a long-term member of our team

We value accuracy over speed, although we expect productivity to improve as you learn our systems.

Tools You May Use

Depending on the assignment, you may work with:

HubSpot
ChatGPT
Google
LinkedIn
Company websites
Google Sheets
Microsoft Excel
Google Drive
Other research and contact-finding tools
Initial Paid Skills Test

Shortlisted applicants will be asked to complete a paid research exercise.

You will be provided with several target companies and asked to:

Research each company.
Identify relevant decision-makers.
Find available contact information.
Prepare information using our Strategic Account Brief format.
Prepare the information for entry into HubSpot.

We will evaluate:

Research accuracy
Attention to detail
Ability to follow instructions
Quality of written English
Ability to find useful information
Organization
AI usage
Overall judgment
How to Apply

Please include the following in your application:

Briefly describe your previous experience with company or contact research.
Describe your experience using HubSpot or another CRM.
Describe how you have used ChatGPT or other AI tools professionally.
What methods or tools do you use to find business email addresses and decision-makers?
Tell us about a research project where the information was difficult to find and how you approached it.
What hours are you normally available to work?
What is your requested hourly or monthly rate?

Important: At the beginning of your application, include the words:

“Strategic Research”

Applications that do not include these words may not be reviewed.

We are looking for someone who can grow with the company. For the right person, this position has the potential to expand in both hours and responsibility over time.

SKILL REQUIREMENT

HubSpot CRM Lead Generation Data Entry

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Business Development Research & HubSpot CRM Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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