Work Hard EverywhereJob Description
Headquarters: Oregon
URL: https://paragonplanners.com/employment/
Part-Time Remote Database & CRM Specialist (Training Provided)
Paragon Planners | Remote, U.S. | $20-$23 per hour
About Paragon Planners
At Paragon Planners, we provide administrative and operational support to professionals in the financial services industry. We're a fully remote team that values accuracy, dependability, communication, and people who take pride in doing great work.
We're looking for a Database & CRM Specialist to join our team and help keep the information behind our operations organized, accurate, and running smoothly.
This is a great opportunity for someone who enjoys working with spreadsheets, learning new systems, solving problems, and digging into the details. You'll receive training on our processes and work closely with our Database & IT Director as you grow into the role.
What You'll Be Doing
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Organizing, cleaning, and maintaining Excel spreadsheets and databases
-
Identifying duplicate records, formatting issues, and data inconsistencies
-
Preparing, reviewing, and validating information for CRM uploads
-
Assisting with territory mapping, travel zones, and geographic data organization
-
Helping analyze advisor rankings, territory information, and other operational data
-
Generating CRM reports and maintaining accurate records
-
Tracking projects, deadlines, and assigned tasks
-
Maintaining accurate billing-related documentation
-
Protecting confidential information and ensuring data integrity
-
Learning new systems and supporting additional database projects as needed
What We're Looking For
-
Strong attention to detail and a commitment to accuracy
-
Experience working with Microsoft Excel and organizing data
-
Comfort learning new software and navigating multiple applications
-
Strong organizational and problem-solving skills
-
Ability to manage assignments independently while communicating progress and asking questions when needed
-
Dependability,...
URL: https://paragonplanners.com/employment/
Part-Time Remote Database & CRM Specialist (Training Provided)
Paragon Planners | Remote, U.S. | $20-$23 per hour
About Paragon Planners
At Paragon Planners, we provide administrative and operational support to professionals in the financial services industry. We're a fully remote team that values accuracy, dependability, communication, and people who take pride in doing great work.
We're looking for a Database & CRM Specialist to join our team and help keep the information behind our operations organized, accurate, and running smoothly.
This is a great opportunity for someone who enjoys working with spreadsheets, learning new systems, solving problems, and digging into the details. You'll receive training on our processes and work closely with our Database & IT Director as you grow into the role.
What You'll Be Doing
-
Organizing, cleaning, and maintaining Excel spreadsheets and databases
-
Identifying duplicate records, formatting issues, and data inconsistencies
-
Preparing, reviewing, and validating information for CRM uploads
-
Assisting with territory mapping, travel zones, and geographic data organization
-
Helping analyze advisor rankings, territory information, and other operational data
-
Generating CRM reports and maintaining accurate records
-
Tracking projects, deadlines, and assigned tasks
-
Maintaining accurate billing-related documentation
-
Protecting confidential information and ensuring data integrity
-
Learning new systems and supporting additional database projects as needed
What We're Looking For
-
Strong attention to detail and a commitment to accuracy
-
Experience working with Microsoft Excel and organizing data
-
Comfort learning new software and navigating multiple applications
-
Strong organizational and problem-solving skills
-
Ability to manage assignments independently while communicating progress and asking questions when needed
-
Dependability,...