Operations and Software Assistant

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱50,000 - ₱70,000 / month

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