Maintain an organized and efficient database at a mortgage brokerage as a part time CRM Database Specialist in British Columbia. Keep Follow Up Boss clean, tagged, and campaigns on track during your 8–10 hours a week.
This hands-on role focuses on the last mile of database hygiene, ensuring records are clean and up-to-date. You will manage daily tasks such as duplicate sweeps, applying consistent tagging standards, and toggling campaigns based on lead status. Reliability and organization are key to ensure nothing slips through the cracks.
Key Responsibilities
- Conduct daily duplicate sweeps for accurate records
- Maintain consistent tagging across all records
- Keep pipeline stages updated and honest
- Toggle campaigns based on lead status timelines
- Provide real-time updates on live inquiries to brokers
Requirements:
- Hands-on CRM experience with Follow Up Boss preferred
- Ability to merge records without losing essential data
- Self-managing with a reliable work ethic
- Detail-oriented with excellent communication skills
- Knowledge in mortgage or real estate is a plus
Bring your CRM expertise and efficiency to enhance the brokerage's operations in British Columbia.