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
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Equipment and software provided
