CRM Customer Data Admin Assistant
Budget: $8 – $15 USD
# CRM Customer Data Admin Assistant
## Job Overview
We are seeking a highly organized and detail-oriented CRM Customer Data Admin Assistant to help manage, clean, organize, and maintain customer and lead data within our CRM systems.
This role is critical to supporting our sales and operations teams by ensuring customer information is accurate, complete, and properly categorized. The ideal candidate is proactive, tech-savvy, highly detail-oriented, and comfortable working with spreadsheets, CRM platforms, and large volumes of customer data.
This is an ongoing remote freelance opportunity with potential for long-term work.
---
## Responsibilities
- Clean and organize CRM customer records
- Import/export customer and lead data
- Remove duplicate records and standardize formatting
- Verify customer contact information
- Update account details, notes, tags, and statuses
- Assist with lead organization and pipeline cleanup
- Maintain accurate spreadsheets and databases
- Categorize accounts by market, region, industry, or project type
- Support sales team with CRM data accuracy
- Assist with email/contact list preparation for marketing campaigns
- Perform data entry and administrative support tasks as needed
---
## Preferred Experience
- Experience with CRM platforms such as:
- Monday.com
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- Strong Excel or Google Sheets skills
- Experience handling large customer datasets
- High attention to detail and accuracy
- Strong communication skills
- Ability to work independently and meet deadlines
---
## Bonus Skills
- Experience in construction, multifamily housing, or renovation industries
- Knowledge of lead generation and contact database management
- Experience with email marketing lists and campaign preparation
---
## Requirements
- Reliable internet connection
- Strong organizational skills
- Ability to maintain confidentiality with customer information
- English fluency required
---
## To Apply
Please include:
1. A brief summary of your CRM/data management experience
2. CRM platforms you have worked with
3. Examples of similar projects completed
4. Your availability and hourly rate
We are looking for someone dependable, responsive, and highly organized who can help bring structure and accuracy to our customer database systems.
## Job Overview
We are seeking a highly organized and detail-oriented CRM Customer Data Admin Assistant to help manage, clean, organize, and maintain customer and lead data within our CRM systems.
This role is critical to supporting our sales and operations teams by ensuring customer information is accurate, complete, and properly categorized. The ideal candidate is proactive, tech-savvy, highly detail-oriented, and comfortable working with spreadsheets, CRM platforms, and large volumes of customer data.
This is an ongoing remote freelance opportunity with potential for long-term work.
---
## Responsibilities
- Clean and organize CRM customer records
- Import/export customer and lead data
- Remove duplicate records and standardize formatting
- Verify customer contact information
- Update account details, notes, tags, and statuses
- Assist with lead organization and pipeline cleanup
- Maintain accurate spreadsheets and databases
- Categorize accounts by market, region, industry, or project type
- Support sales team with CRM data accuracy
- Assist with email/contact list preparation for marketing campaigns
- Perform data entry and administrative support tasks as needed
---
## Preferred Experience
- Experience with CRM platforms such as:
- Monday.com
- HubSpot
- Salesforce
- Zoho
- Pipedrive
- Strong Excel or Google Sheets skills
- Experience handling large customer datasets
- High attention to detail and accuracy
- Strong communication skills
- Ability to work independently and meet deadlines
---
## Bonus Skills
- Experience in construction, multifamily housing, or renovation industries
- Knowledge of lead generation and contact database management
- Experience with email marketing lists and campaign preparation
---
## Requirements
- Reliable internet connection
- Strong organizational skills
- Ability to maintain confidentiality with customer information
- English fluency required
---
## To Apply
Please include:
1. A brief summary of your CRM/data management experience
2. CRM platforms you have worked with
3. Examples of similar projects completed
4. Your availability and hourly rate
We are looking for someone dependable, responsive, and highly organized who can help bring structure and accuracy to our customer database systems.
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Monday.com