CRM Data Migration & Optimization Specialist — Rethink by Buildout (Commercial Real Estate)
Worldwide
Project Overview: We are a commercial real estate brokerage team specializing in investment sales of multifamily properties in the Pacific Northwest. We're looking for an experienced data migration specialist with hands-on expertise in Rethink by Buildout (ideally including the Data Orchestra tool) to help us consolidate and stand up a new CRM environment. Scope of Work: Extract data from an existing Rethink account and import it into a new Rethink account with three administrators. Potentially merge in records from two separate Apto CRM databases. This portion would require substantial de-duplication work to ensure clean, consolidated data. Ensure complete and accurate data transfer, with no records lost in the migration. Additional Services We're Interested In: Beyond the core migration, we'd like to understand what ongoing optimization services you can provide within a Rethink database. Please outline your typical offerings (data hygiene, workflow setup, custom fields/reporting, ongoing maintenance, etc.). To Quote Accurately We can provide record counts from the source databases so you can scope the work precisely. Please let us know what additional information you need. Ideal Candidate: Demonstrated experience with Rethink by Buildout and its data tools Strong track record with CRM data migration and de-duplication Familiarity with Apto a plus Commercial real estate / brokerage CRM experience preferred How to Apply: Please share relevant experience with Rethink migrations, your approach to de-duplication, and a rough sense of how you'd structure pricing for a project like this.
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- ExpertExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:10 to 15
- Last viewed by client:3 weeks ago
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- USAPortland12:28 PM
- $439 total spent1 hire, 0 active
- 39 hours
- Real EstateSmall company (2-9 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by