数据与CRM专员
Data and CRM Specialist
JVM Lending，一家领先的美国抵押贷款公司，正在寻找一名数据与CRM专家，从事永久远程职位。
我们正在寻找一位注重细节的数据专业人员，具备高级Excel技能和CRM专业知识，以帮助管理、清理和维护跨平台的准确数据。理想的候选人具有敏锐的细节观察能力，对数据完整性最佳实践有深刻理解，并有使用CRM系统的经验。熟悉用于自动化和数据分析的AI工具将是一个很大的优势。
关键职责：
- 在Excel中执行高级数据操作和清理，使用如“分列”、“VLOOKUP/XLOOKUP”、“条件格式”、“自定义排序”和复杂公式来维护和提升数据准确性。
- 在Salesforce、HubSpot或类似的CRM平台中管理、更新和维护客户和贷款记录，确保数据的及时性和准确性。
- 整合和核对来自多个来源的数据，确保一致性、完整性和报告或系统输入的准备就绪。
- 记录现有的CRM工作流程，包括Salesforce流程和HubSpot自动化，详细说明逻辑、触发条件和预期结果，以便团队清晰理解和未来改进。
- 从CRM生成并分发关键报告，以支持运营决策、合规要求和绩效跟踪。
- 主动识别数据差异、错误或缺口，并实施纠正措施，以保持高质量的数据标准。
- 利用AI工具和自动化技术优化数据流程，提高准确性并增强报告能力。
- 与团队合作，识别与数据管理、CRM使用和自动化相关的流程改进机会。
- 协助培训和支持员工掌握CRM最佳实践和数据完整性协议，以确保系统的一致和高效使用。
资格要求：
- 必须是菲律宾公民，目前居住在菲律宾。
- 具备专家级Microsoft Excel技能。
- 有Salesforce、HubSpot或类似CRM平台的实战经验。
- 拥有Salesforce认证管理员优先。
- 熟悉AI驱动的工具和自动化平台（例如Zapier、Python脚本）。
- 对细节和数据准确性有高度关注。
- 具备良好的书面沟通能力，能够撰写技术流程文档。
- 能够独立远程工作，具备可靠的网络和家庭办公环境。
优先考虑：
- 在抵押贷款或金融领域的工作经验。
查看英文原文
JVM Lending, a leading U.S.-based mortgage company, is looking for aData and CRM Specialistfor apermanent remote position.
We’re seeking a detail-oriented data professional with advanced Excel skills and CRM expertise to help manage, clean, and maintain accurate data across platforms. The ideal candidate has a sharp eye for detail, a strong understanding of data integrity best practices, and experience working with CRM systems. Familiarity with AI tools for automation and data analysis is a strong plus.
Key Responsibilities:
- Perform advanced data manipulation and cleaning in Excel, using tools like Text-to-Columns, VLOOKUP/XLOOKUP, Conditional Formatting, Custom Sort, and complex formulas to maintain and improve data accuracy.
- Manage, update, and maintain client and loan records within Salesforce, HubSpot, or similar CRM platforms, ensuring data is current and accurate.
- Consolidate and reconcile data from multiple sources, ensuring consistency, integrity, and readiness for reporting or system input.
- Document existing CRM workflows, including Salesforce flows and HubSpot automations, detailing logic, triggers, and expected outcomes for clear team understanding and future improvements.
- Generate and distribute key reports from the CRM to support operational decision-making, compliance requirements, and performance tracking.
- Proactively identify data discrepancies, errors, or gaps and implement corrective actions to uphold high standards of data quality.
- Leverage AI tools and automation technologies to streamline data processes, enhance accuracy, and improve reporting capabilities.
- Collaborate with teams to identify process improvement opportunities related to data management, CRM usage, and automation.
- Assist in training and supporting staff on CRM best practices and data integrity protocols to ensure consistent and efficient system use.
Qualifications:
- Must be a Filipino citizen currently residing in the Philippines.
- Expert-level Microsoft Excel skills.
- Proven experience with Salesforce, HubSpot, or comparable CRM platforms.
- Salesforce Certified Administrator preferred.
- Familiarity with AI-powered tools and automation platforms (e.g., Zapier, Python scripting).
- Strong attention to detail and data accuracy.
- Excellent written communication for documenting technical processes.
- Ability to work independently and remotely with reliable internet and home office setup.
Preferred:
- Experience in mortgage or financial services industry.
- Knowledge of process mapping or flow diagramming tools.
Why Join Us?
- Competitive salary with premium rates for top talent ($1,100–$1,500 USD)
- Opportunities for growth and professional development
- Work in a dynamic and innovative environment
- 24 PTO days annually, plus paid U.S. holidays off
- Once hired, you will be managed under our partner agency,NightOwl Consulting, a Philippine-registered company — which means you'll be entitled to all government-mandated benefits
Salary: $1100 to $1500Originally posted on Himalayas