CRM Assistant (with Insellerate Experience)

NightOwl Consulting; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Above market salary

HMO on Day 1 for dependents

Government-mandated benefits

Performance-based incentives

Quarterly company events

Equipment provided

Job summary

NightOwl Consulting seeks a Data Analyst / CRM Assistant to maintain clean, actionable data and ensure CRM tools are optimized for performance. You will support marketing, operations, and sales by generating reports, dashboards, and ensuring data consistency across platforms.

Ideal candidates have 2+ years in data-focused or CRM roles, strong Excel skills, and familiarity with Insellerate, HubSpot, Salesforce, and other CRMs.

Qualifications

• 2+ years in a data-focused or CRM support role.
• Familiarity with mortgage, real estate, or finance industries is a plus.
• Proficient with Excel functions (VLOOKUP, CONCAT, IFERROR, INDEX, MATCH).
• Strong attention to detail and data integrity practices.

Responsibilities

• Clean, organize, and maintain large data sets for consistency across platforms.
• Use advanced Excel functions to analyze data for reports and imports.
• Identify data trends, errors and gaps, and proactively resolve issues.
• Generate weekly/monthly reports and dashboards for sales, marketing, and operations.
• Perform CRM administration & support across Insellerate or similar systems, updating records and campaigns.

Skills

Excel

Data analysis

CRM operations

Education

2+ years in data/CRM support

Tools

Insellerate

HubSpot

Go High Level

Salesforce

Follow Up Boss

Jungo

Big Purple Dot

Job description

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.

Key Responsibilities

• 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