CRM Data Analyst (Philippines)

Nisje FZE (pronounced Neesh) is a collaborative company with the shared interest of placing people’s needs first. We build on the philosophy that people are fundamental, and engaging with people as humans is the cornerstone of all our endeavors. We invest, nurture, and support individuals to be creative, courageous leaders in a safe space. Our investments span multiple decades and multiple continents with distributed teams. We measure each step thoughtfully, ensuring it aligns with our ethos, keeping in mind the sustainability of our world and environment.

What we look for

Our foundations are based on our key principles – Please see the full description of the key principles at the end of the job description. A keen understanding of them will be required, and you will be asked to recall them if you are shortlisted.

Position Specification

Imagine an environment where your skills in data analysis and CRM management come together to make a meaningful impact—a place where your effort drives data-informed decisions that enhance business outcomes.

We are looking for a meticulous and resourceful CRM Data Analyst to manage and optimize our customer database to ensure the sales and marketing teams are equipped with actionable insights for business development.

This role demands a focused individual who can uncover hidden opportunities by analyzing and verifying data, ensuring it aligns with the organization’s current goals.

The ideal candidate will excel in methodically evaluating the customer database, researching customer profiles, and identifying prospects that fit our evolving offerings. By breathing new life into old data, you will enable the sales and marketing teams to engage with leads that matter most.

Key Responsibilities

Focus:

  • Continuously refine CRM data to support strategic organizational goals.
  • Conduct reviews of the historical database to validate the relevance of past inquiries.
  • Research customer profiles, projects, and public data to evaluate potential leads.
  • Identify opportunities for re-engagement by aligning prospects with current offerings.

Maintain and Analyze:

  • Ensure the accuracy and completeness of CRM data through meticulous cleansing and updating.
  • Categorize leads based on potential, prioritizing high-impact prospects.
  • Develop detailed reports on database health, lead potential, and actionable insights for the sales team.

Collaborate:

  • Work closely with the sales and marketing teams to deliver well-researched leads.
  • Act as a point of contact for CRM data insights, assisting teams in tailoring their outreach.

Achieve:

  • Maintain up-to-date records and ensure seamless database operations.
  • Enable the sales and marketing teams to focus on high-value opportunities through accurate lead qualification.

Qualifications

Education:

  • Bachelor’s degree in Business Administration, Marketing, Data Science, or a related field.
  • Advanced certifications in CRM systems (e.g., Salesforce, HubSpot) or data analytics tools are a plus.

Experience:

  • 3-5 years of relevant experience in CRM management, data analysis, or a similar role.
  • Hands-on experience with tools like Zoho CRM, Salesforce, or HubSpot.
  • Demonstrated success in creating segmentation strategies and leading re-engagement campaigns.

Desired Skills and Attributes

  • Analytical Thinker: Strong skills in identifying patterns, trends, and actionable insights from complex datasets.
  • Detail-Oriented: Exceptional accuracy in data cleansing, enrichment, and reporting.
  • Tech-Savvy:Proficiency in CRM systems and data visualization tools.
  • Proficient in Excel or Spreadsheet Software: Demonstrated expertise in analyzing data using Excel or similar tools, which are key for this role.
  • Data Distillation: The ability to take large volumes of data and distill it into actionable insights that drive decision-making.
  • Collaborative: Works effectively with cross-functional teams, especially sales and marketing.
  • Proactive Problem-Solver: Anticipates challenges and devises efficient solutions.
  • Strong Communicator:Ability to simplify data insights into actionable strategies for diverse stakeholders.
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Key Principles – An explanation

1. Being Open

The phrase “being open” can have various meanings depending on the context. As an Adjective and in an interpersonal context:

1. Receptive or Willing to Consider New Ideas:

  • MEANING: WILLING TO LISTEN TO, CONSIDER, OR ACCEPT DIFFERENT VIEWPOINTS, SUGGESTIONS, IDEAS OR EXPERIENCES.
  • EXAMPLE: “SHE IS OPEN TO TRYING NEW CUISINES.” ; “BEING OPEN-MINDED CAN LEAD TO PERSONAL GROWTH.”

2. Transparent and Honest:

  • MEANING: BEING CANDID AND STRAIGHTFORWARD IN COMMUNICATION; NOT HIDING ANYTHING.
  • EXAMPLE: “HE WAS OPEN ABOUT HIS FEELINGS AND THOUGHTS.”

3. Open Communication:

  • MEANING: ENGAGING IN HONEST AND TRANSPARENT DIALOGUE.
  • EXAMPLE: “OPEN COMMUNICATION IS CRUCIAL IN ANY RELATIONSHIP.”

In summary, “being open” can describe a state of receptiveness, transparency, accessibility, flexibility, or honesty, depending on the situation.

2. Transparent

The phrase “being transparent” generally means being open, honest, and clear in communication and actions. It involves sharing information freely and being straightforward about intentions, decisions, and processes. Here are some detailed aspects of what it means to be transparent:

1. Clarity and Openness:

  • MEANING: COMMUNICATING IN A WAY THAT IS EASY TO UNDERSTAND AND LEAVES NO ROOM FOR MISINTERPRETATION.
  • EXAMPLE: “THE COMPANY WAS TRANSPARENT ABOUT ITS FINANCIAL STATUS WITH ITS EMPLOYEES.”

2. Honesty and Integrity:

  • MEANING : BEING TRUTHFUL AND NOT HIDING ANY RELEVANT FACTS OR INFORMATION.
  • EXAMPLE : “HE WAS TRANSPARENT ABOUT HIS PAST MISTAKES DURING THE INTERVIEW.”

3. Visibility and Accessibility:

  • MEANING : MAKING INFORMATION READILY AVAILABLE AND EASILY ACCESSIBLE TO THOSE WHO NEED OR HAVE A RIGHT TO KNOW.
  • EXAMPLE : “THE GOVERNMENT PLEDGED TO BE TRANSPARENT BY PUBLISHING ALL PUBLIC SPENDING REPORTS ONLINE.”

IN SPECIFIC CONTEXTS:

1. In Business and Organizations:

  • MEANING : PROVIDING CLEAR AND HONEST INFORMATION ABOUT BUSINESS OPERATIONS, DECISIONS, AND FINANCIAL MATTERS TO STAKEHOLDERS.
  • EXAMPLE : “TRANSPARENT BUSINESSES BUILD TRUST WITH THEIR CUSTOMERS AND INVESTORS.”

2. In Personal Relationships:

KEY CHARACTERISTICS:

1. Openness:

  • SHARING INFORMATION FREELY WITHOUT WITHHOLDING ANYTHING THAT MIGHT BE IMPORTANT.

2. Honesty:

  • BEING TRUTHFUL AND STRAIGHTFORWARD IN ALL COMMUNICATIONS.

3. Clarity:

  • MEANING : BEING OPEN AND HONEST ABOUT ONE’S FEELINGS, INTENTIONS, AND ACTIONS.
  • EXAMPLE : “A TRANSPARENT RELATIONSHIP IS BUILT ON MUTUAL TRUST AND OPEN COMMUNICATION.”
  • PROVIDING INFORMATION IN A CLEAR AND UNDERSTANDABLE MANNER, AVOIDING AMBIGUITY.

4. Accountability:

  • BEING RESPONSIBLE FOR ONE’S ACTIONS AND BEING WILLING TO EXPLAIN THEM.
  • EXAMPLE SENTENCES:
    • “THE MANAGER WAS TRANSPARENT ABOUT THE REASONS BEHIND THE LAYOFFS.”
    • “A TRANSPARENT PROCESS HELPS TO AVOID MISUNDERSTANDINGS AND BUILDS TRUST.

In summary, being transparent means being open, honest, clear, and accountable in communication and actions, ensuring that relevant information is easily accessible and understandable.

3. Diligent

The word “diligent” is an adjective that describes someone who is careful and persistent in their work or efforts. It implies a sense of thoroughness, attention to detail, and consistent hard work.

  • MEANING – SHOWING CARE AND CONSCIENTIOUSNESS IN ONE’S DUTIES OR WORK.
  • USAGE – TYPICALLY USED TO DESCRIBE A PERSON WHO WORKS HARD AND PUTS A LOT OF EFFORT INTO THEIR TASKS, CONSISTENTLY STRIVING FOR ACCURACY AND QUALITY.
  • EXAMPLE – “SHE WAS A DILIGENT STUDENT, ALWAYS COMPLETING HER ASSIGNMENTS ON TIME AND PAYING CLOSE ATTENTION TO EVERY DETAIL.”IN SUMMARY, A DILIGENT PERSON IS ONE WHO IS DEDICATED, ATTENTIVE, AND HARD-WORKING.

4. Responsible

The word “responsible” is an adjective that describes someone who has the duty or obligation to deal with something or someone, and who is reliable and trustworthy in fulfilling those obligations. Here is a more detailed definition:

  • MEANING(S)
  • 1. HAVING AN OBLIGATION TO DO SOMETHING AS PART OF A JOB OR ROLE.
  • 2. BEING THE PRIMARY CAUSE OF SOMETHING AND SO ABLE TO BE BLAMED OR CREDITED FOR IT.
  • 3. CAPABLE OF BEING TRUSTED TO DO WHAT IS RIGHT OR TO DO THE THINGS THAT ARE EXPECTED OR REQUIRED.
  • USAGE – USED TO DESCRIBE A PERSON WHO IS ACCOUNTABLE FOR THEIR ACTIONS AND DUTIES, AND WHO CAN BE TRUSTED TO HANDLE TASKS AND MAKE DECISIONS RELIABLY.
  • EXAMPLE(S)
  • “SHE IS RESPONSIBLE FOR MANAGING THE PROJECT AND ENSURING IT IS COMPLETED ON TIME.”
  • “HE WAS FOUND RESPONSIBLE FOR THE ACCIDENT.”
  • “A RESPONSIBLE PERSON ALWAYS KEEPS THEIR PROMISES AND MEETS THEIR COMMITMENTS.”

In summary, being responsible means being accountable, dependable, and trustworthy in fulfilling one’s duties and obligations.

5. Mature

The word “mature” can be used as both an adjective and a verb, with slightly different meanings in each case. Here are the definitions for the use case of an Adjective:

1. Emotionally or Mentally Developed:

  • MEANING: HAVING OR SHOWING THE MENTAL AND EMOTIONAL QUALITIES OF AN ADULT; BEHAVING IN A SENSIBLE AND RESPONSIBLE WAY.
  • EXAMPLE – “SHE IS VERY MATURE FOR HER AGE, ALWAYS HANDLING DIFFICULT SITUATIONS CALMLY.”

2. Considered and Thoughtful:

  • MEANING: MADE AFTER CAREFUL CONSIDERATION; SHOWING CAREFUL THOUGHT.
  • EXAMPLE: “HE MADE A MATURE DECISION AFTER WEIGHING ALL THE OPTIONS.”

In summary, as an adjective, “mature” can refer to the state of being fully developed, whether physically, mentally, or emotionally.