Note: The job is a remote job and is open to candidates in USA. Momentum Solar is seeking a highly organized, dependable, and detail-oriented Data Entry & CRM Administrative Specialist to join their team. This role is responsible for maintaining accurate customer and lead information, processing appointment cancellations, and managing administrative tasks within their CRM and other systems.
Responsibilities
- Process and update appointment cancellations accurately and efficiently
- Enter, update, and maintain lead information within the CRM
- Monitor multiple sources of incoming work throughout the day
- Prioritize daily responsibilities based on urgency, deadlines, and changing business needs
- Review information for accuracy, completeness, and consistency
- Respond to emails and internal requests promptly and professionally
- Manage shared and individual inboxes and other sources of incoming work
- Cross-reference information between reports, emails, lead records, and CRM systems to identify discrepancies and ensure data accuracy
- Enter manual leads into the system as needed
Skills
- Rotating Weekend Schedule
- Ability to work independently and remain productive in a remote environment
- Strong attention to detail and commitment to accuracy
- Excellent organizational and time-management skills
- Strong written and verbal communication skills
- Ability to handle confidential and sensitive information professionally
- Personal computer suitable for remote work
- Reliable webcam and microphone
- Ability to participate in meetings as needed
- Willingness and availability to work a rotating weekend schedule
- Ability to successfully complete a technology assessment
- Reliable internet connection and a professional remote-work environment
- Previous data entry or administrative experience
- Experience working with CRM systems, particularly Microsoft Dynamics
- Experience with Microsoft Excel, Outlook and email management
- Experience managing multiple sources of incoming work or shared inboxes
- Experience working with customer or lead databases
- Desktop computer setup preferred; laptops are discouraged
- Previous remote work experience
Benefits
- Remote / Work from Home
- Part-Time | Rotating Weekend Schedule
Company Overview