CRM & Relationship Database Assistant

CRM & Relationship Database Assistant (Potential Long-Term Opportunity) I am looking for a highly organized and detail-oriented assistant to help build and maintain a relationship database that supports business development, referrals, and opportunity tracking. This is NOT a bookkeeping position. This is NOT a customer service position. This is NOT a cold-calling position. This role is focused on organizing information, identifying opportunities, maintaining accurate records, and helping create systems that support growth. Initial Project Scope • Review and organize approximately 150–300 contacts • Categorize contacts by relationship type • Create and maintain database standards • Identify referral sources and strategic relationships • Flag potential business opportunities • Standardize notes and tagging structures • Recommend follow-up actions • Document processes and workflows Skills Required • CRM experience • Google Sheets proficiency • Database organization • Strong attention to detail • Written English communication • Process documentation • Ability to think critically and identify patterns Preferred Experience • Executive Assistant • Operations Coordinator • CRM Administrator • Relationship Management • Real Estate CRM experience (helpful but not required) What Success Looks Like At the end of the project, I should have: • A clean, organized database • Consistent categories and tags • Clear relationship classifications • Identified referral and opportunity sources • Recommended next actions • Documented process for future maintenance Application Instructions Please answer the following questions: 1. What CRM systems have you worked with? 2. Describe a database cleanup or organization project you completed. 3. How would you organize 300 contacts to identify referral opportunities and business opportunities? 4. What is your experience with Google Sheets? 5. How do you handle duplicate or incomplete records? Please begin your proposal with the phrase: "Systems create opportunities." Applications that do not follow this instruction will not be considered. Additional Information The initial engagement is project-based. Ongoing weekly work may be available for the right person.