** Please Note – if you do not answer the five questions at the bottom of the ad, you will not get an interview **
We're looking for a detail-oriented CRM Assistant to help organize and update our client database. This is a short-term remote project (approximately 10–15 hours) with the potential for additional work for the right person.
Responsibilities
- Import CSV files into the Lofty CRM
- Update existing client and prospect information
- Enter birthdays and other missing client details
- Organize contacts using the appropriate tags
- Review entries for accuracy and consistency
- Maintain confidentiality of client information
What We're Looking For
- Experience using Lofty CRM (preferred, but experience with other CRMs is beneficial)
- Strong attention to detail
- Comfortable working with spreadsheets and CSV files
- Able to work independently and follow instructions
- Reliable, organized, and productive
- Must be fluent in English
- Must be set up as an independent contractor
Position Details
- Hours: Approximately 5–15 hours
- Pay: $20–25/hour (based on experience)
- Location: Remote
- Start Date: ASAP
This project may lead to additional administrative work or a longer-term opportunity for the right candidate.
To Be Considered
Please answer the following questions in your application:
- Why did you apply to this ad?
- What makes you a good fit?
- What would your best friend say about the area you need to be better at?
- Why do you LOVE admin?
- What is your pet peeve?
Pay: $20.00-$25.00 per hour
Experience:
- executive assistant: 1 year (preferred)
- CRM Management: 1 year (preferred)