Data Entry & CRM Specialist at Peak Facility Partners in Encinitas, California

Posted in Other 6 days ago.

Type: full-time





Job Description:

Data Entry & CRM Specialist

Peak Facility Partners is a full-service, education-focused commercial real estate firm. We specialize in providing services to new and existing educational institutions and occupiers throughout California. In addition, we offer related services such as asset sales and leasing, business acquisitions/dispositions, assistance in financing, entitlement services, and much more. Visit our website at www.peakfacilitypartners.com for more information.

Location

Encinitas, CA

Compensation

TBD

How to Apply

Please submit: (i) a cover letter and (ii) resume to angela@peakfacilitypartners.com.

Job Description

We are looking for a Data Entry & CRM Specialist to join our close-knit team in San Diego.
  • This is a part-time position (15-20 hrs./wk.) with some flexibility in scheduling.
  • This is not a remote opportunity. You must be available to work in our Encinitas office.
  • This is not a sales position.
  • Employer does not provide healthcare coverage.

Responsibilities
  • Maintain the accuracy of records within Peak's Salesforce-based Customer Relationship Management (CRM) database.
  • Perform manual data enrichment in Salesforce by verifying, updating, and enhancing CRM data to ensure completeness and accuracy.
  • Search public records to verify information in the CRM database.
  • Conduct title searches for properties.
  • Provide administrative support as needed, such as preparing and sending mailings.
  • Work independently while managing tasks efficiently and meeting deadlines.
  • Other duties may be assigned.

Desired Skills & Experience
  • Comfortable working with a CRM database as a primary responsibility.
  • Strong attention to detail and ability to manage large volumes of administrative tasks in a timely manner.
  • Excellent written and verbal communication skills.
  • A positive attitude, team-minded spirit, and enthusiasm for working in a small, privately owned company with a great mission.
  • Must be self-motivated and able to work independently with minimal supervision.

Qualifications
  • High school diploma required; Associate's or Bachelor's degree preferred.
  • Local candidates only. You must be a San Diego County resident or live within a reasonable commuting distance from Encinitas, CA (zip code 92024).
  • Administrative experience in a professional business setting is required.
  • Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • Salesforce Certified Associate encouraged or demonstrated working experience with Salesforce strongly preferred.
  • Real estate knowledge is not required.

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