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NightOwl ConsultingNC

CRM Assistant (with Insellerate Experience)

NightOwl Consulting Philippines Inc. is a Global Business Service (GBS) provider connecting companies with world-class talent in the Philippines, offering customized outsourcing solutions with a focus on client partnership and employee well-being.

NightOwl Consulting

Employee count: 51-200

Philippines only
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

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

Philippines +/- 0 hours

About NightOwl Consulting

Learn more about NightOwl Consulting and their company culture.

View company profile

NightOwl Consulting Philippines Inc. was established with a foundational desire to deliver enhanced services for both its clients and its employees. As a Global Business Service (GBS) provider, the company focuses on offering next-level support that combines extraordinary production with operational ease. NightOwl Consulting prides itself on its firsthand experience in customizing business pathways to create a comprehensive team experience at a reduced cost, exemplifying its capacity to build out significant team structures, such as a 12-man team, at the cost equivalent of two traditional hires. The company's mission is centered on connecting businesses with world-class talent, while its vision is to cultivate a global family that aspires to achieve its highest potential. The founders conceptualized NightOwl to be more than a conventional Business Process Outsourcing (BPO) firm, positioning it as a GBS provider dedicated equally to client success and employee well-being, fostering an environment of continuous growth and development.

The core philosophy at NightOwl Consulting is to redefine the landscape of GBS by intertwining excellence with unwavering integrity. This approach was born from the founders' own experiences as clients of BPO firms, where they identified a lack of true partnership—one where employee welfare mirrored the dedication to client satisfaction. This realization led to the inception of NightOwl, where nurturing a culture where every team member feels heard and genuinely valued is paramount. The company's overarching mission is to democratize access to premium BPO services, making outsourcing a viable option for enterprises of all scales. Drawing from their client-side experiences, they pinpointed a gap in the traditional BPO model and envisioned a more holistic approach. This vision materialized into a company where client collaboration is a core principle, not just a buzzword. NightOwl Consulting is committed to forging close partnerships, comprehensively understanding unique client needs, and meticulously tailoring solutions to align seamlessly with their objectives. They position themselves as steadfast allies, diligently working alongside clients and their teams to navigate challenges and propel them towards their goals.

NightOwl Consulting emphasizes a 'white glove' experience for outsourcing, particularly for companies looking to hire overseas talent, primarily in the Philippines. Their process is designed to be high-touch, alleviating common client pain points associated with outsourcing. This includes pre-screening candidates, conducting IQ and personality tests, interviewing on behalf of clients, and providing training before onboarding. The company's guiding principle is to help businesses leverage the benefits of outsourcing without needing to become outsourcing experts themselves. They offer a transparent cost-plus pricing model, aiming for clients to save significantly per role. Employees hired through NightOwl work full-time and exclusively for their respective clients. The company supports various work setups, with a popular option being work-from-home arrangements. Core values such as GRIT, GROWTH, FUN, and FAMILY underpin all their operations, fostering a 'Can Do, Will Do' spirit that encourages pushing beyond conventional business practices.

Employee benefits

Learn about the employee benefits and perks provided at NightOwl Consulting.

View benefits

Above market salary

Competitive compensation.

Quarterly Company Events

Regular company gatherings.

Paid leave incentives

Incentives for paid time off.

Performance based Incentives

Incentives based on performance.

View NightOwl Consulting's employee benefits
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NightOwl Consulting

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NightOwl Consulting hiring CRM Assistant (with Insellerate Experience) • Remote (Work from Home) | Himalayas