CRM Assistant; Insellerate Job Indianapolis Indiana USA,IT/Tech

Position: CRM Assistant (with Insellerate Experience)
Location: Indianapolis

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, Hub Spot, 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