CRM Project Coordinator - Freelance, Remote

Department: Boutique Client

Employment Type: Part Time

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout the ClientOur client is an established electrical services company specializing in appliances and electronics solutions. They focus on delivering high-quality electrical services and solutions, prioritizing efficient project management and streamlined communication systems to maintain their reputation for excellence in the industry.

\n\nWhy this role exists
We're seeking a CRM Project Coordinator to centralize project management and communication operations currently handled by field staff. This role will serve as the central point for managing incoming project requests across multiple channels while maintaining organized documentation. The position addresses the need for secure and efficient handling of communications while ensuring smooth coordination between field staff and internal systems.

The Impact you’ll makeProject Management\nOrganize and track projects using ClickUp\nEnter and maintain project information\nUpdate project schedules and information\nMonitor project timelines and updates\nCommunication Management\nManage calls, emails, and texts effectively\nProcess and route communications to appropriate team members\nManage Microsoft Outlook and Office 365 communications\nCoordinate through RingCentral platform\nData Entry & System Management\nUpdate QuickBooks with project information\nMaintain accurate project records\nEnsure data consistency across platforms\nDocument communication trails\nCommunication Coordination\nHandle incoming project requests from multiple channels\nRoute and organize communications appropriately\nManage delegated email access securely\nMaintain organized communication systems\n\n
Measure of Success\n\nSuccessfully manage incoming project communications without delays\nMaintain updated and accurate project information in ClickUp\nAchieve efficient coordination between field staff and systems\n

Skills, Knowledge and ExpertiseRequired:\nProven experience with ClickUp for project management\nProficiency in Microsoft Outlook and Office 365\nStrong data entry and system management skills\nExperience in handling multiple communication channels\nNice-to-have: Experience with Acumatica or similar software for data entry\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical: ClickUp expertise, Microsoft Office proficiency, QuickBooks knowledge\nOrganizational: Multi-tasking, systematic thinking, detail-oriented\nCommunication: Professional phone manner, clear writing, effective coordination\nProblem-solving: Process improvement, system optimization\nReliability: Consistent and dependable work approach\nYou should apply if… \nYou're tech-savvy and quick to learn new systems\nYou thrive on creating order from multiple information streams\nYou're detail-oriented and process-driven\nYou enjoy coordinating and problem-solving\nYou're reliable and consistent in your work\n\nWhat to expect...

\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\nMonday to Friday, 9 AM to 1 PM EST (Eastern Standard Time)\n20 hours a week\nCompensation:\n$7 per hour\nNo benefits package included\n

Benefits