Customer Data Entry Assistant
Budget: $15 – $25 USD
The role centres on accurately entering and maintaining my customer information so that every record is complete, current, and easy to retrieve. All the data you will touch comes from email enquiries, order confirmations, and support threads. I need it transferred into the appropriate fields of my CRM and occasionally cross-checked against a shared Google Sheet.
You will be working with three kinds of customer data:
• Contact details
• Purchase history
• Support tickets
Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get up to speed quickly, but I’m happy to walk you through my exact workflow on day one.
Daily progress updates over Slack or email keep us aligned, and I clear time for quick questions so nothing stalls. Finished uploads that match the source documents without missing fields or typos will be the acceptance criteria for each batch.
If meticulous data entry is second nature to you and you can commit to consistent turnaround times, I’m ready to get started right away.
You will be working with three kinds of customer data:
• Contact details
• Purchase history
• Support tickets
Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get up to speed quickly, but I’m happy to walk you through my exact workflow on day one.
Daily progress updates over Slack or email keep us aligned, and I clear time for quick questions so nothing stalls. Finished uploads that match the source documents without missing fields or typos will be the acceptance criteria for each batch.
If meticulous data entry is second nature to you and you can commit to consistent turnaround times, I’m ready to get started right away.
Related categories:
Data Processing
Data Entry
Excel
CRM
Salesforce.com
Zoho
Google Sheets
Data Management