Remote Part-Time 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

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