CRM Assistant, Insellerate Experience

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October 9

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NightOwl Consulting

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B2B • Recruitment • SaaS

NightOwl Consulting is a global business service (GBS) provider that connects companies with skilled talent in the Philippines to optimize their business processes and dramatically reduce costs. Specializing in team-building for various roles such as pre-construction, AutoCAD drafting, insurance, bookkeeping, and administrative assistance, NightOwl Consulting provides customized offshoring solutions tailored to the specific needs of each client. Through its transparent, cost-effective pricing model, the company prides itself on high client satisfaction and employee retention rates while fostering a supportive and engaging work culture. NightOwl Consulting supports businesses by recruiting, training, and managing dedicated teams for various industry sectors, ensuring enhanced productivity at a significantly reduced cost.

51 - 200 employees

🤝 B2B

🎯 Recruiter

☁️ SaaS

📋 Description

• 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. • 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. • 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.

🎯 Requirements

• 2+ years in a data-focused or CRM support role; experience in mortgage, real estate, or finance industries a plus. • 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.

🏖️ Benefits

• Above market salary • HMO on Day 1 for principal and two dependents • Government-mandated benefits • Performance-based Incentives • Quarterly Company Events • 1,000 PHP De Minimis • Equipment and software provided