Operations and Software Assistant

NightOwl Consulting; United States; Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

HMO coverage Day 1

Dependents coverage

Government benefits

Incentives

Company events

De minimis allowance

Equipment and software

Job summary

NightOwl Consulting is seeking a CRM Assistant to manage and optimize Jungo CRM, ensuring data accuracy and supporting our sales and production teams. You will monitor the lead lifecycle and hold team members accountable within the CRM, while performing data audits to drive efficiency across the organization.

A video interview is required, and completion is necessary to move forward to in-person interviews. The role emphasizes data integrity, reporting, and cross-team collaboration.

Qualifications

• 2+ years of experience with CRM systems (prefer Jungo CRM).
• Strong understanding of the lead lifecycle and CRM accountability.
• Data accuracy and routine data audits are required.

Responsibilities

• Oversee and maintain Jungo CRM system, ensuring data is accurate and organized.
• Perform regular data audits to uphold data integrity.
• Monitor movement of leads from entry to close and ensure proper follow-through at each stage.
• Assist sales and production teams with CRM-related needs, generate reports, and improve interdepartmental communication.
• Reinforce proper CRM usage and ensure team accountability within the system.
• Identify and implement improvements to CRM workflows for efficiency.

Skills

CRM experience

Jungo CRM

Lead lifecycle understanding

Data audits

Data accuracy

Analytical thinking

Communication

Problem solving

Job description

Only candidates with 2+ years of CRM experience will be considered. After applying, you will receive a video interview link. Completion of the video interview is required to move forward to an in-person interview. As a CRM Assistant, you will play a key role in managing and optimizing our Jungo CRM system. You'll ensure data accuracy, support our sales and production teams, and help drive efficiency across the organization. A deep understanding of the lead lifecycle and the ability to hold team members accountable within the CRM is essential to your success in this position.

Key Responsibilities

• CRM Management: Oversee and maintain our Jungo CRM system, ensuring that all data is accurate, up-to-date, and well-organized.
• Data Accuracy: Perform regular data audits to uphold data integrity and identify areas for improvement.
• Lead Tracking: Monitor the movement of leads through the CRM from entry to close, ensuring proper follow-through at each stage.
• Team Support: Assist sales and production teams with CRM-related concerns, generate reports, and help facilitate smooth interdepartmental communication.
• Accountability: Reinforce proper CRM usage and help ensure team members are fulfilling their responsibilities within the system.
• Optimization: Continuously identify ways to improve CRM workflows for better efficiency and performance.

Skills, Knowledge and Expertise

• Experience: At least 2 years of experience working with CRM systems, preferably Jungo CRM. Familiarity with the Home Services industry is a strong plus.
• Technical Skills: Solid understanding of database management, data entry, and CRM reporting functions. Knowledge of CRM best practices is essential.
• Attention to Detail: Strong commitment to maintaining accurate and high-quality data.
• Analytical Thinking: Ability to see the full picture of the lead lifecycle and understand how each part impacts the whole process.
• Communication: Excellent communication skills to work effectively with various teams and provide clear, actionable guidance.
• Problem-Solving: Resourceful and proactive in identifying CRM issues and implementing thoughtful solutions.

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