NightOwl Consulting

Human Resources

• Prepare and modify slide decks, reports, memos, letters, meeting agendas, and other documents, using word processing, spreadsheet, database, or presentation software.
• Work closely and effectively with the Sr. HR Project Manager to keep them well informed of upcoming commitments and responsibilities, following up appropriately.
• Assist the Sr. HR Project Manager with HR initiatives including calendaring, meeting agendas, meeting minutes and collecting update from team members.
• Perform benefits related tasks including verification of dependents, processing COBRA, and following up with employees on missing documentation.
• Perform customer service functions by answering basic employee requests and questions or triaging escalated issues to appropriate party.
• Maintain confidentiality of all corporate, personnel, and research matters.
• Support HR sub-functions in backup role; as well as, during audits and annual projects, as necessary.
• Process changes for employees: collect, verify, upload and send to Payroll to update employee record.
• Collect, verify and upload applicable documentation (social security card) for existing employee name changes, send to Payroll and update employee record(s).
• Perform other duties as assigned.

HR Administrator

Data Analyst

• Database Management & Data Hygiene
• Identify and remove duplicate agent records in Insellerate using email addresses and mobile numbers
• Maintain database accuracy through ongoing manual cleanup and validation
• Audit email lists to identify invalid or non-compliant addresses that may impact campaign deliverability
• List Building & Data Extraction
• Generate targeted call lists from platforms such as Mailchimp, SlickText, and RETR based on location, production metrics, and partner status
• Build and manage Excel-based datasets using advanced formulas to cross-reference multiple sources and eliminate duplicates
• Event Registration & Data Coordination
• Register agents for events by retrieving and verifying contact data from internal databases and external online sources
• Accurately input and manage registrations within Eventbrite
• Marketing & Testimonial Management
• Extract agent testimonials from post-event SMS campaigns
• Format and enhance testimonial content using Canva
• Coordinate with the web team to update and publish testimonials on the website
• Post-Event Data Processing
• Collect and digitize agent referral data from physical lists following events
• Input and organize referral data into internal systems for future marketing and follow-up

Data Analyst, Data Enrichment Specialist

Customer Success Manager

• 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.

CRM Manager

Software Engineer

• Design, build, and deploy autonomous AI agents that can execute business tasks independently
• Develop AI-driven workflows for lead generation, customer engagement, and operational automation
• Build agents capable of handling initial customer inquiries and basic support functions
• Create intelligent systems that can manage repetitive business processes with minimal human intervention
• Automate end-to-end business workflows using AI and integration tools
• Streamline internal operations through intelligent process design
• Develop systems that improve speed, accuracy, and scalability of marketing and sales operations
• Continuously optimize AI agent performance and decision-making capabilities
• Integrate AI agents with third-party platforms via APIs
• Connect systems such as CRMs, messaging platforms, and marketing tools
• Ensure smooth data flow between systems for real-time automation
• Build and manage automation pipelines using tools such as Zapier (or similar platforms)
• Work with structured and unstructured data to support AI agent functionality
• Assist in data pipeline design and light data engineering tasks
• Ensure data accuracy and usability for AI-driven systems
• Develop AI agents for lead generation and qualification
• Build automation systems for social media management and scheduling support
• Create AI assistants for customer engagement and inquiry handling
• Support scalable outreach and communication workflows

HR Administrator

Data Analyst, Data Enrichment Specialist

CRM Manager

AI Agent Developer