Data Analyst & Operations Specialist

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Requirements:

• At least 2 years of proven experience with data entry, CRM support, and Operations.
• Familiarity with CRM tools (e.g., HubSpot, Salesforce, Zoho, etc.).
• Strong Excel/Google Sheets skills (pivot tables, lookups, dashboards).
• High attention to detail and organizational skills.
• Proactive communicator with excellent written English.
• Ability to work independently and manage multiple tasks.

Responsibilities:

• Build and maintain a CRM system (platform TBD) from the ground up.
• Audit, clean, and standardize contact records and client/event data.
• Track private event inquiries, bookings, and follow-ups in CRM or spreadsheets.
• Structure and consolidate existing data into usable formats.
• Ensure accuracy of deal stages, tags, and client notes.
• Provide up-to-date event pipeline reporting via Google Sheets or CRM.
• Set up reminders and automated/manual tasks in TripleSeat (or similar).
• Process outstanding deposits and maintain booking workflow visibility.
• Support event sales team by organizing and updating backend systems.
• Coordinate lightly with stakeholders through emails or updates.