Operations Assistant

📋 Description

• Maintain accurate contact, buyer, seller, and prospect records within Streak CRM.
• Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions.
• Identify and resolve duplicate records, incomplete data, and outdated information.
• Ensure relevant communications and follow-up information are accurately captured in the CRM.
• Support ongoing CRM cleanup and data-quality initiatives.
• Conduct targeted research to identify business owners, companies, potential buyers, and strategic

🎯 Requirements

• 2+ years of experience in operations support, administrative coordination, CRM administration
• Experience maintaining CRM records and working with contact or customer data.
• Experience with research, contact list building, data verification, or lead and contact enrichment
• Previous experience with Streak CRM is helpful but not required.
• Strong proficiency with Google Workspace, including Gmail, Google Sheets, Google Docs, and Google
• Ability to learn and work with new systems and software platforms.