Part-Time Remote Database & CRM Specialist
New
P
Paragon PlannersFinancial services
Fully remote, part-time opportunity. We are currently only hiring in the following states: AL, AZ, FL, GA, ID, KY, LA, MI, MO, NC, OH, OR, SC, TN, TX, UT, and WY.Part-TimeJunior
Salary20 - 23 USD per hour
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Job Details
- Experience
- At least one year of related experience or training; two or more years preferred.
- Required Skills
- Data AnalysisMicrosoft ExcelMicrosoft Office
Requirements
- Have strong attention to detail and a commitment to accuracy.
- Have experience working with Microsoft Excel and organizing data.
- Be comfortable learning new software and navigating multiple applications.
- Have strong organizational and problem-solving skills.
- Be able to manage assignments independently, communicate progress, and ask questions when needed.
- Demonstrate dependability, professionalism, and good time management.
- Have experience with Microsoft Office, Google Docs/Sheets, and Outlook.
- Have a high school diploma or GED and at least one year of related experience or training; two or more years preferred.
- CRM systems, database maintenance, or data analysis experience is helpful; training on the company's systems is provided.
- Have a reliable internet connection, a quiet home workspace, and a compatible Windows computer.
Responsibilities
- Organize, clean, and maintain Excel spreadsheets and databases.
- Identify duplicate records, formatting issues, and data inconsistencies.
- Prepare, review, and validate information for CRM uploads.
- Assist with territory mapping, travel zones, and geographic data organization.
- Help analyze advisor rankings, territory information, and other operational data.
- Generate CRM reports and maintain accurate records.
- Track projects, deadlines, and assigned tasks.
- Maintain accurate billing-related documentation.
- Protect confidential information and ensure data integrity.
- Learn new systems and support additional database projects as needed.
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