CRM助理（具备Insellerate经验）
CRM Assistant (with Insellerate Experience)
我们寻找一位数据分析师/CRM助理，要求细致、技术能力强，并且精通Excel和CRM平台。该职位将支持市场、运营和销售团队，通过维护干净、可操作的数据并确保CRM工具性能优化来发挥关键作用。
理想的候选人应能处理大量数据集，熟练使用复杂的Excel函数，并熟悉CRM系统，如Insellerate、Salesforce、Go High Level、HubSpot、Follow Up Boss或Purple Dot。
关键职责
数据管理与分析
- 清洗、整理并维护大型数据集，确保跨平台的一致性和准确性。
- 使用高级Excel函数对数据进行分析和格式化，用于报告和导入。
- 识别数据趋势、错误和缺口，并主动解决问题。
- 生成周报/月报和仪表盘，以支持销售、市场和运营团队。
CRM管理与支持
- 在Insellerate或其他类似CRM系统中更新记录、管理流程并确保活动准确性。
- 协助数据导入和导出、列表细分和标签管理，跨CRM工具进行操作。
- 支持Go High Level、HubSpot、Salesforce或Follow Up Boss等工具中的自动化逻辑和活动设置。
- 解决CRM问题，并确保CRM数据符合合规性和业务需求。
跨职能协作
- 与市场、运营和销售团队合作，满足数据需求并支持活动执行。
- 确保CRM、电子邮件营销平台和分析工具之间的数据完整性和一致性。
技能、知识与专长
- 经验：2年以上数据相关或CRM支持岗位经验；有抵押贷款、房地产或金融行业经验者优先。
技术技能：
- 必须熟悉Excel术语和公式（VLOOKUP、CONCAT、IFERROR、INDEX、MATCH、COUNTIF、AND、OR、SUBSTITUTE、IF）
- 熟悉Insellerate、Hubspot、Go High Level、Salesforce、Jungo、Big Purple Dot、Follow Up Boss或类似CRM系统
- 能够组织、优化和分析数据，以支持决策制定。
- 理解CRM的细分、流程、标签和数据完整性实践。
- 具备良好的细节关注能力、分析思维和解决问题的意识。
- 能够在快节奏、数据密集的环境中独立工作。
福利
- 薪资高于市场水平
- 雇主提供HMO保险，第一天即可享受，涵盖主要人员及两名家属
查看英文原文
We are looking for a Data Analyst / CRM Assistant who is detail-oriented, technically skilled, and highly proficient in Excel and CRM platforms. This role is key in supporting marketing, operations, and sales teams by maintaining clean, actionable data and ensuring CRM tools are optimized for performance.
The ideal candidate will be comfortable working with large datasets, skilled in complex Excel functions, and familiar with CRM systems such as Insellerate, Salesforce, Go High Level, HubSpot, Follow Up Boss, or Purple
Dot.
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.
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
Originally posted on Himalayas