Remote opportunity at
Paragon PlannersPART-TIME Remote Database & CRM Specialist
Paragon Planners, a fully remote team that provides administrative and operational support to financial services professionals, is hiring a part-time Database and CRM Specialist. The role…
Career Tools
About This Role
Paragon Planners, a fully remote team that provides administrative and operational support to financial services professionals, is hiring a part-time Database and CRM Specialist. The role focuses on keeping the information behind the company's operations organized, accurate, and current. It fits a person who likes spreadsheet work, adapts quickly to new software, and enjoys digging into details. The specialist organizes and cleans Excel spreadsheets and databases, finds duplicate records and…
Job Description
Paragon Planners, a fully remote team that provides administrative and operational support to financial services professionals, is hiring a part-time Database and CRM Specialist. The role focuses on keeping the information behind the company's operations organized, accurate, and current. It fits a person who likes spreadsheet work, adapts quickly to new software, and enjoys digging into details.
The specialist organizes and cleans Excel spreadsheets and databases, finds duplicate records and formatting or consistency problems, and prepares information for CRM uploads. Other work includes supporting territory mapping and travel zone data, helping analyze advisor rankings, producing CRM reports, and tracking project deadlines. The role also involves keeping billing-related documents accurate and protecting confidential information. Training on company processes is provided, and the specialist reports to the Database and IT Director.
The starting rate is $20 to $23 an hour, varying with experience and where the person is located. The posting also calls for a dependable internet line, a calm home office setup, and a compatible Windows PC. Because the company cannot employ people in every state, the posting lists eligible states and notes that continued work after a relocation depends on the new location.
Responsibilities
- Organize, clean, and maintain Excel spreadsheets and databases
- Spot duplicate records, formatting errors, and data inconsistencies
- Prepare, review, and validate information before CRM uploads
- Support territory mapping, travel zones, and other geographic data
- Help analyze advisor rankings and other operational data
- Produce CRM reports and keep records accurate
- Keep tabs on project timing and each assigned task
- Maintain billing-related documentation and protect confidential information
- Learn new systems and support database projects as needed
Requirements
- Detail-minded, with a focus on getting data right
- Spreadsheet skill in Microsoft Excel, including organizing data
- Comfort learning new software and moving between several applications
- Good organizational and problem-solving skills
- Ability to manage assignments independently and ask questions when needed
- Reliability and professionalism, with sound time management
- Working knowledge of Outlook, Microsoft Office, and Google Sheets or Docs
- High school diploma or GED, plus a minimum of one year in a related role or training program
Qualifications
- Two or more years of related experience is preferred
- CRM, database upkeep, or analytics experience helps, though it is not mandatory
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is the position remote?
Yes. The posting describes a fully remote, part-time role.
What is the pay?
The posting puts pay at $20 to $23 an hour, with the exact figure varying by background and locale.
Which states is the company hiring in?
The posting lists Alabama, Arizona, Florida, Georgia, Idaho, Kentucky, Louisiana, Michigan, Missouri, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Wyoming. It notes the company cannot employ people in every state.
Is training provided?
Yes. The posting says training on company processes is provided, and prior experience with the company's specific systems is not required.
How do I apply, and when will I hear back?
Applicants submit a resume and a cover letter that explains their interest and their spreadsheet or database background. Selected applicants will be contacted by October 23, 2026.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.