Data Enrichment & AI CRM Specialist (Clay, AI Workflows & Lead Generation)

Posted 4 weeks ago

Worldwide

Summary

Data Enrichment & AI CRM Specialist (Clay, AI Workflows & Lead Generation) About Us The Club by Sarah Restrick is a luxury private members club connecting business owners, investors, entrepreneurs, executives, and high-net-worth individuals through curated events, strategic introductions, partnerships, and business growth opportunities. We are looking for an experienced Data Enrichment & AI CRM Specialist to help us transform our existing database into a highly valuable business asset while building scalable systems for future lead generation. This is not a simple data entry role. We are looking for someone who genuinely loves data, automation, AI tools, and finding information online. Current Project We currently have approximately 7,000 contacts within our CRM. The data varies in quality and contains valuable tagging and relationship information. We need an expert to cleanse, enrich, verify, and standardise the data so it becomes a powerful sales, marketing, and relationship management tool. Required Data Fields We would like records enriched where possible with: Company Name First Name Surname Job Title Location Sector Company Turnover Email Address Mobile Number Office Number Invoice Name (if different from trading company) Registered Office Address Employee Size Age Gender Personal Net Worth (where publicly available) CRM Status Membership Value Membership Dates Introducer Agreement Status Spend Since Joining Events Attended Responsibilities Phase 1 – Database Cleansing Audit existing CRM data Remove duplicates Standardise formatting Validate contact information Improve data quality Identify missing information Build enrichment workflows Phase 2 – AI Data Enrichment Using tools such as: Clay Apollo LinkedIn Sales Navigator Companies House Hunter Clearbit BuiltWith OpenAI Other enrichment tools you recommend You will enrich our records with accurate and verified information. Phase 3 – Lead Generation Once the database is cleansed, we want ongoing support identifying new prospects. Target sectors include: Property Wealth Management Legal Recruitment Technology IT & Cyber Security Luxury Brands Family Offices Investors Professional Services Typical target companies: £10m+ turnover Founder-led businesses CEOs Managing Directors Owners Investors High Net Worth Individuals Phase 4 – CRM & Automation We would like support creating scalable systems including: Data enrichment workflows Lead sourcing workflows CRM maintenance processes AI-assisted research Automated prospecting systems Data quality control procedures Ideal Candidate You are: Highly analytical Detail obsessed Comfortable working with large datasets Experienced with Clay Experienced with CRM systems Familiar with lead generation Comfortable using AI tools daily Able to work independently Able to recommend better systems and processes Required Experience Please provide examples of: CRM cleansing projects you have completed. Clay workflows you have built. Databases you have enriched. Lead generation projects you have managed. AI tools you use regularly. Any experience working with high-net-worth or B2B databases. Bonus Points Experience with: HubSpot GoHighLevel Salesforce Clay Apollo LinkedIn Sales Navigator Airtable Zapier Make.com OpenAI APIs To Apply Please begin your proposal with: "I love turning messy data into revenue." Then tell us: What enrichment tools you would use. How long you estimate for 7,000 records. Your suggested approach. Examples of similar projects. This role may become an ongoing monthly contract for CRM management, lead generation, and AI automation.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Lead Generation
Customer Relationship Management
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:6 hours ago
  • Interviewing:
    16
  • Invites sent:
    34
  • Unanswered invites:
    15
About the client
Member since Jun 10, 2026
  • United Kingdom
    9:07 PM

Explore similar jobs on Upwork

Lead GenerationFixed-price‐ Posted 4 weeks ago
Lead Generation
Prospect List
Communications
Sales
Email Communication
Marketing Strategy
Cold Calling
Outbound Sales
Market Research
Email Etiquette
Lead Generation
Internet Marketing
Social Media Marketing
Marketing Strategy

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers 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

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo