Operations and Software Assistant

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

Originally posted on Himalayas