NightOwl Consulting

CRM Assistant, Insellerate Experience

NightOwl Consulting

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 ₱40,000 - ₱50,000 per month

Tech Stack

Go

About the role

  • 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

  • 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.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ExcelVLOOKUPCONCATIFERRORINDEXMATCHCOUNTIFdata analysisdata integritydata segmentation
Soft Skills
attention to detailanalytical thinkingsolutions-driven mindsetindependent workcollaborationproactive problem solvingorganizational skillscommunication skillstime managementadaptability