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CRM Data Entry Specialist

Smash Inc

SMASH – Who we are? We are agents for tech professionals in Costa Rica and Colombia that help them build careers in the United States. We believe in long‑lasting relationships with our talent. We invest time getting to know them and understanding what they seek as their professional next step. We aim to find the perfect match. As agents, we pair our talent with our US clients, not only by their technical skills but as a cultural fit. Our core competency is to find the right talent fast. We purposefully move away from the “contractor” or “outsourcing” type of relationship. Our clients don’t want contractors or “just a service.” Neither does our talent. Benefits Wellness Coverage Remote Work Birthday day off Recognition and rewards system Business skill coaching English classes for Smashers and relatives Learning opportunities This position is Remote to work with a US Company; you will require to have Citizenship or a work permit from Costa Rica to apply for this role. Role summary You will maintain accurate, organized, and reliable data within DealCloud CRM to support capital raising and marketing initiatives. This entry‑level role focuses on precise data entry, record maintenance, and database hygiene to ensure campaign and reporting teams operate with clean and trustworthy pipeline information. Responsibilities Enter and update customer and prospect records within DealCloud CRM. Verify data accuracy, completeness, and adherence to naming conventions. Remove duplicate records and flag inconsistencies for review. Upload spreadsheets and import structured data lists into the CRM. Conduct research to validate and enrich new and existing entity records. Maintain confidentiality and comply with data privacy standards. Document updates and maintain organized data records. Support senior team members with basic administrative and data‑related tasks. Requirements – Must‑haves Strong attention to detail with high typing accuracy. Proficiency in Microsoft Excel (data entry, sorting, filtering, basic formulas). Basic computer proficiency and comfort working in web‑based systems. Ability to follow detailed instructions and standardized processes. Strong organizational and time management skills. Ability to manage repetitive tasks with consistency and precision. Reliable internet connection and ability to work effectively in a remote setup. Nice‑to‑haves (optional) Prior experience in data entry or administrative roles. Familiarity with CRM platforms (DealCloud or similar). Experience supporting marketing, capital raising, or financial services teams. Interest in private equity or investment ecosystems. #J-18808-Ljbffr

Vacancy posted 7 days ago
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