CRM Data Entry Assistant (Paid Trial Project)
We're looking for a detail-oriented Virtual Assistant to help organize our CRM.
This is a 2-3 hour paid trial project. If it's a great fit, we'll have ongoing work (5–10 hours per week).
About Us:
On The Green is a Las Vegas-based event activation company specializing in mini golf rentals for trade shows, corporate events, and brand activations across the U.S.
Your Task:
We use Monday.com as our CRM and QuickBooks Online for invoicing.
Your job is to:
• Review deals in our Monday CRM.
• Find the corresponding invoice(s) in QuickBooks Online.
• Update the correct deal value in Monday.
• Flag any missing or mismatched records.
• Keep notes on anything that needs clarification.
The project should take approximately 3–4 hours.
Accuracy and attention to detail are much more important than speed.
Requirements
• Excellent attention to detail.
• Strong written English.
• Comfortable using software and learning new systems.
• Experience with CRM software.
Bonus
• Monday.com CRM
• QuickBooks Online
• Google chat
• Google Workspace
If We're a Good Fit:
We're hoping to find someone we can continue working with for 5–10 hours per week. The more value you can provide to our team, potential for hours of work to increase.
Future responsibilities may include:
• CRM management
• Lead organization
• Calendar scheduling
• Email support
• Follow-up management
• Administrative operations
• Marketing support
• Sales support
• Knowledge database support
To Apply:
Please answer the following:
1. Have you used Monday.com or a similar CRM?
2. Have you worked in QuickBooks Online?
3. Describe a time you found an error that someone else missed.
4. Why do you think you'd be a good fit?
Please begin your proposal with the words "Mini Golf" so I know you've read the entire posting.