CRM Manager

NightOwl Consulting Philippines Inc.; Philippines; On-site; PHP 446,400 - 558,000; Full time

Benefits offered by this job

Above market salary

HMO on Day 1 for principal and two_de_

Government-mandated benefits

Performance-based incentives

Quarterly company events

1,000 PHP de minimis

Equipment and software provided

Job summary

NightOwl Consulting Philippines Inc. is seeking a Data Analyst / CRM Manager to support marketing, operations, and sales by maintaining clean data and optimizing CRM tools. This role requires expertise in Excel and CRM platforms, and the ability to handle large datasets.

The ideal candidate will manage data, run reports, and assist with campaign setup across Insellerate, Salesforce, HubSpot, Go High Level, Follow Up Boss, or Purple Dot, while collaborating with cross-functional teams.

Qualifications

• 2+ years in a data-focused or CRM support role; mortgage/real estate/finance experience is a plus.
• Proficient in Excel and CRM platforms; able to build reports and analyze data.
• Strong understanding of CRM data integrity, segmentation, and workflow basics.
• Detail oriented with ability to work independently in a fast-paced, data-heavy environment.

Responsibilities

• Clean, organize and maintain large data sets across platforms for consistency.
• Use advanced Excel functions to analyze data and prepare reports for stakeholders.
• Manage CRM records, imports/exports, lists, segmentation and tag management.
• Support automation and campaign setup in Insellerate, Go High Level, HubSpot, Salesforce or Follow Up Boss.
• Collaborate with marketing, operations and sales to meet data needs and ensure data integrity.
• Generate weekly and monthly dashboards to support performance tracking.

Skills

Data analysis

CRM management

Advanced Excel

Tools

Insellerate

HubSpot

Go High Level

Salesforce

Jungo

Big Purple Dot

Follow Up Boss

Job description

Department: Operations

Location: Client

Compensation: ₱40,000 - ₱50,000 / month

Description

We are looking for a Data Analyst / CRM Manager 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.

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