CRM Data Entry Coordinator - WFH/Night Shift

Complete Development (CoDev); Cebu City; Remote; PHP 246,000 - 424,000; Full time

Benefits offered by this job

Medical Insurance

Equipment stipend

Regularization raise

Annual raise

Tax-free allowances

0% interest loans

Job summary

Complete Development (CoDev) is seeking a CRM Opportunity Data Entry Coordinator to manage centralized intake and maintain records in Microsoft Dynamics CRM from a remote Philippines setup.

The role involves reviewing inbound materials, using AI-assisted tools to extract and standardize information, and ensuring CRM entries are accurate and import-ready to support pipeline visibility and forecasting.

Qualifications

• Associate’s degree or equivalent work experience.
• Minimum 2 years in administrative, data entry, or CRM-related roles.
• Experience with Microsoft Dynamics CRM or similar CRM platforms.
• Proficiency in Excel for data preparation and validation.

Responsibilities

• Manage centralized opportunity data intake and CRM entry workflow.
• Review source materials and ensure required CRM fields are complete.
• Use AI-assisted tools to extract, organize, and standardize information before import.
• Enter and maintain CRM records with accurate revenue, dates, and contacts.

Skills

Data entry

Attention to detail

CRM data maintenance

Time management

Stakeholder coordination

Education

Associate’s degree or equivalent

Tools

Microsoft Dynamics CRM

Microsoft Excel

AI Tools

Dashboard tools

Job description

Job Title: CRM Opportunity Data Entry Coordinator (Data Entry Specialist)

Work Setup: Work-from-Home | Philippines | Full-Time l Night Shift
Industry: Real Property Consulting Services
Role: Data Entry, CRM Maintenance, Reporting
Tools: Microsoft Dynamics CRM, Microsoft Excel, AI Tools, Dashboard and CRM Tools

Position Summary: The CRM Opportunity Data Entry Coordinator (ODEC) is responsible for centralized opportunity intake, data gathering, formatting, entry, and maintenance in Microsoft Dynamics CRM.

This role manages a shared opportunity inbox as the primary intake point for opportunity data entry requests and uses AI-assisted tools to gather, organize, standardize, and validate opportunity information from multiple sources before CRM entry or import.

The coordinator supports accurate pipeline visibility, forecasting, management reporting, Dash and CRM alignment, and CRM Policy compliance by ensuring opportunity records are complete, current, and supported by appropriate source materials.

Success in this role means maintaining a reliable, centralized process for opportunity data intake and entry; using AI-assisted tools to convert information from multiple sources into accurate, import-ready CRM data; improving alignment between Dash project activity and CRM opportunity records; and supporting accurate pipeline visibility, forecasting, reporting, and CRM Policy compliance.

Essential Responsibilities:

• Manage a shared opportunity data entry inbox as the centralized intake point for new opportunity requests, source materials, proposal or quote information, updates, and supporting documentation.
• Review inbound emails, attachments, proposal details, client/project information, portal submissions, and other source materials to identify required CRM opportunity data.
• Use AI-assisted tools to extract, organize, and standardize opportunity information from multiple sources while independently validating accuracy before CRM entry or import.
• Prepare opportunity data in an importable format, ensuring required fields, naming conventions, account/contact relationships, revenue information, anticipated close dates, and status details are complete and consistent.

CRM Data Entry, Maintenance & Dash Reconciliation:

• Enter, update, and maintain opportunity records in Microsoft Dynamics CRM based on validated intake materials, import-ready data files, Dash project activity, and applicable CRM Policy requirements.
• Enter qualifying opportunities into CRM Dynamics within five business days of receipt when complete and validated source information is available.
• Maintain accurate opportunity details, including account, contact, opportunity topic, salesperson, site city/state, proposal date, purpose of assessment, region, project duration, property type, service line items, stage, expected close date, revenue, pipeline status, and key communications when applicable.
• Review Dash regularly to identify projects that should be closed as won in CRM and engage Dash projects that may be missing corresponding CRM opportunity records.
• Close CRM opportunities as won when supported by Dash project entry and available documentation, including actual close date and awarded revenue when available.
• Identify missing, conflicting, duplicate, or incomplete opportunity details and route clarification requests to the appropriate Sales, Operations, NCC, or project team contact.

CRM Review, Data Quality & Reporting Support:

• Conduct regular CRM reviews to verify open opportunities, aging records, recent wins/losses, revenue, proposal details, expected close dates, and data completeness.
• Update win/loss outcomes within five business days of the client’s award decision when documentation is available, including loss reasons and competitor information when provided.
• Correct incomplete records, resolve data inconsistencies, and support periodic CRM audits focused on timely opportunity entry, accurate win/loss reporting, and consistent CRM data quality.
• Support CRM reporting, forecasting, pipeline visibility, and process improvement efforts by maintaining reliable opportunity data and communicating recurring data issues to Operations Management.

Qualifications:

• Associate’s degree or equivalent work experience.
• Minimum 2 years of administrative, data entry, sales support, project coordination, operations support, or CRM-related experience.
• Experience entering, updating, validating, importing, or maintaining structured data in Microsoft Dynamics CRM or a similar CRM platform.
• Strong attention to detail and ability to identify missing, duplicate, conflicting, or incomplete information across multiple sources.
• Proficiency with Microsoft Excel, including sorting, filtering, formatting, and preparing clean data files for review or import.
• Ability to manage a shared inbox, track requests, prioritize work, meet deadlines, and follow up clearly with internal stakeholders.
• Comfort using AI-assisted tools to extract, organize, summarize, and standardize information while independently validating accuracy before use.
• Experience reconciling information between business systems, such as CRM, Dash, project management, proposal, or operations platforms.
• Familiarity with Dash or similar project tracking systems.
• Experience supporting sales operations, proposal coordination, opportunity tracking, CRM reporting, forecasting, or CRM data quality processes.
• Experience in engineering, consulting, construction, environmental services, or other professional services environments.

The CoDev Story

For 15+ years, we’ve empowered top talent in the Philippines and emerging markets to partner with U.S. organizations through transparent, compliant offshore development services.

Our Mission & Core Values

We believe the right talent should be a self-starting expert, seamlessly aligned with your company culture and driven to deliver results with independent, autonomous thinking. In doing so, we empower you to drive your business forward.

Why Join CoDev?

• Medical and Life Insurance package on the 2nd month plus 2 dependents
• Company provided equipment + Monthly utility stipend of Php 1,500
• A regularization increase on the 6th month
• Annual salary increase based on performance
• Tax-Free allowances incorporated in pay
• Salary loans with 0% interest, payable in 2 months
• Opportunity for self-improvements like access to online training sites such as Udemy, Pluralsight, and other resources

Learn more about CoDev at https://www.codev.com/