CRM Assistant

3 days ago

Quezon City, National Capital Region, Philippines NightOwl Consulting Philippines, Inc Full time ₱800,000 - ₱1,200,000 per year
Key Responsibilities

Data Management & Analysis

  • Clean, organize, and maintain large data sets to ensure consistency and accuracy across platforms.
  • Use advanced Excel functions to analyze and format data for reporting and imports.
  • Identify data trends, errors, and gaps, and work proactively to resolve issues.
  • Generate weekly/monthly reports and dashboards to support sales, marketing, and operations teams.

CRM Administration & Support

  • Work within Insellerate or similar CRM systems to update records, manage workflows, and ensure campaign accuracy.
  • Assist with importing and exporting data, list segmentation, and tag management across CRM tools.
  • Support automation logic and campaign setup in tools like Go High Level, HubSpot, Salesforce, or

    Follow Up Boss.
  • Troubleshoot CRM issues and ensure CRM data aligns with compliance and business needs.

Cross-Functional Collaboration

  • Collaborate with marketing, operations, and sales teams to meet data needs and support campaign execution.
  • Ensure data integrity and alignment between CRM, email marketing platforms, and analytics tools.
Skills, Knowledge and Expertise
  • Experience: 2+ years in a data-focused or CRM support role; experience in mortgage, real estate, or

    finance industries a plus.

Technical Skills:

  • Must be familiar with excel terms and formulas (VLOOKUP, CONCAT, IFERROR, INDEX, MATCH, COUNTIF, AND, OR, SUBSTITUTE, IF)
  • Familiarity with Insellerate, Hubspot, Go High Level, Salesforce, Jungo, Big Purple Dot, Follow Up Boss or similar CRMS
  • Capable of organizing, refining, and analyzing data to support informed decision-making.
  • Understanding of CRM segmentation, workflows, tags, and data integrity practices.
  • Strong attention to detail, analytical thinking, and a solutions-driven mindset.
  • Comfortable working independently in a fast-paced, data-heavy environment.

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