CRM / IT Support Specialist

We are a Consumer Packaged Goods (CPG) company seeking a reliable, cost-effective freelance CRM/IT specialist to support day-to-day CRM management, reporting, and system improvements. This is a hands-on execution role ideal for a detail-oriented freelancer who can work efficiently without heavy oversight.

Key Responsibilities
- Maintain and update CRM data (currently Salesforce or similar platforms)
- Build and manage basic to intermediate reports and dashboards
- Support sales team with data accuracy, list management, and pipeline tracking
- Troubleshoot minor CRM issues and improve workflows
- Assist in researching and comparing alternative CRM platforms (cost, usability, fit)
- Help document processes and recommend practical, low-cost improvements

Required Qualifications
- Working experience with CRM systems (Salesforce preferred, but not required)
- Ability to create reports and dashboards
- Strong attention to detail and data accuracy
- Comfortable handling routine CRM tasks independently
- Clear communication and responsiveness

Preferred (Not Required)
- Experience with affordable CRM platforms (e.g., HubSpot, Zoho, Pipedrive)
- Exposure to small or mid-sized business environments
- Basic understanding of sales processes and reporting

Engagement Details
- Freelance / contract (part-time, flexible hours)
- Must overlap with U.S. Eastern Time for communication
- Remote work
- Budget-conscious engagement; scope will prioritize efficiency and value

What We’re Looking For
This role is best suited for a dependable, execution-focused freelancer who can deliver solid CRM support and reporting without overengineering solutions. We value practicality, speed, and cost-efficiency over complex system builds.