Project Assistant

EfficientVision


Date: il y a 8 heures
Type de contrat: Temps plein
À distance
This is a remote position.

Job Description – Project Assistant

A Project Assistant needed, will be responsible for supporting data management, process optimization, and content tasks, with a strong emphasis on maintaining accurate, complete, and well-structured information across platforms—primarily CRM.

Key Responsibilities

  • Update and maintain contact and company records in CRM, including email addresses, job titles, phone numbers, and other key data fields.
  • Identify and fill in missing information across client lists, ensuring completeness and accuracy according to task requirements.
  • Correct formatting issues and manage duplicate records to maintain a clean CRM database.
  • Enrich contact and company data with country-specific and other relevant information.
  • Use tools such as Surfe (LinkedIn integration) and Cognism to research and enrich CRM data.
  • Update deal properties within CRM to ensure accurate tracking of opportunities and engagements.
  • Edit and manage CRM workflows to support automation and streamline processes.
  • Update and maintain reports and dashboards in CRM to reflect current project and performance data.
  • Work with Excel and Google Sheets to manage external data sources, identify missing fields, and complete datasets as needed.
  • Support podcast publishing by:
    • Listening to episodes
    • Editing transcripts
    • Ensuring all podcast-related data is correctly recorded in CRM before publishing
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