PART-TIME Remote Database & CRM Specialist

Paragon Planners; United States; Remote; USD 28,000 - 32,000; Part time

Benefits offered by this job

Training provided

Fully remote

Part-time

Job summary

Paragon Planners in the United States is seeking a Part-Time Remote Database & CRM Specialist. You'll organize and maintain Excel spreadsheets and databases, validate CRM uploads, and support data-driven decisions.

Training provided, you will work with the Database & IT Director, handling territory mapping, reporting, and data integrity from a home office with a reliable internet connection. This role is fully remote and demands attention to detail and independence, with pay starting at $20–$23

Qualifications

• Strong attention to detail and 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.
• Dependability, professionalism, and good time management.
• Experience with Microsoft Office, Google Docs/Sheets, and Outlook.
• High school diploma or GED and at least one year of related experience or training; two or more years preferred.

Responsibilities

• 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.

Skills

Attention to detail

Excel experience

Data organization

Independent work

Time management

Communication

Office/Google tools

Education

High school diploma or GED

Tools

Microsoft Excel

Google Sheets

Outlook

Job description

Location: Alabama, Arizona, Florida, Georgia, Idaho, Kentucky, Louisiana, Michigan, Missouri, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Wyoming, United States

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 aDatabase & CRM Specialistto 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, professionalism, and good time management

• Experience with Microsoft Office, Google Docs/Sheets, and Outlook

• High school diploma or GED and at least one year of related experience or training; two or more years preferred

Experience with CRM systems, database maintenance, or data analysis is helpful, but you do not need to know our specific systems. We're happy to train the right person!

Position Details

• Fully remote, part-time opportunity

• Starting pay:$20–$23 per hour, depending on experience and location

• Training provided

• Reports to the Database & IT Director

• Requires a reliable internet connection, a quiet home workspace, and a compatible Windows computer

Eligible Hiring States

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.

As Paragon Planners is not currently able to employ individuals in every state, continued employment following a relocation depends on your new location and cannot be guaranteed.

Paragon Planners is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other legally protected status. All qualified applicants are encouraged to apply.