CRM Project Coordinator - Remote

Overview

We're seeking a CRM Project Coordinator to centralize project management and communication operations currently handled by field staff. This role will serve as the central point for managing incoming project requests across multiple channels while maintaining organized documentation.

In Short

• Organize and track projects using ClickUp
• Enter and maintain project information
• Update project schedules and information
• Monitor project timelines and updates
• Manage calls, emails, and texts effectively
• Process and route communications to appropriate team members
• Update QuickBooks with project information
• Maintain accurate project records
• Handle incoming project requests from multiple channels
• Coordinate through RingCentral platform

Requirements

• Proven experience with ClickUp for project management
• Proficiency in Microsoft Outlook and Office 365
• Strong data entry and system management skills
• Experience in handling multiple communication channels
• Nice-to-have: Experience with Acumatica or similar software for data entry

Benefits

• Remote position
• Flexible working hours
• Opportunity to work with a reputable company
• Gain experience in project coordination
• Work in a supportive team environment