CRM Data Import and Migration (HubSpot)
Specialist · CRM Administrator · Hybrid · San Francisco
- Company
- Growth-stage healthcare services group for hospital groups · 501–1,000 employeesCL-49381 · based in West Palm Beach
- Where
- Hybrid · San Francisco
- Format
- Task bundle
- Time needed
- 8–20 h a month
- Start
- Starts within 7 days
- Level
- Specialist · 2-5 years
- When you work
- Flexible hours, async
The company is already looking at 2 profiles for this task. It is still open: new profiles are added to the shortlist until the company decides.
5 professionals have asked about this task550 tasks of this type completed on Deftridge
About this task
This Growth-stage healthcare services group for hospital groups (501–1,000 employees) is looking for a specialist CRM Administrator for a monthly bundle of recurring tasks, 8–20 h a month. Moves data in or out with mapping and checks.
A named list of recurring items keeps the month predictable for both sides. It works in healthcare, so patient data is never part of the task and privacy rules are strict.
The team sits in San Francisco. Everything can be done remotely; an occasional visit is welcome and never required for the first month. You choose your hours; nothing is scheduled except an occasional short call.
What you deliver
- Migrate 20,000 contacts and 3,000 companies from spreadsheets into HubSpot with deduplication.
- The monthly list of items completed, each with a link to the result
- A month-end summary with hours used against the cap
- A named list of items moved to next month, so nothing is lost
What a month looks like
- Start of month: the company shares the items and the priorities
- Mid-month: progress check of 15 minutes
- Month end: hours used against the cap, results and open items
Duration: 12 weeks, with a monthly hours cap. Accepted when the output matches the agreed checklist and the sample check passes; the recruiter confirms by e-mail.
Tools
Who fits
- 2-5 years of hands-on work as a CRM Administrator, or the equivalent mix of roles
- Comfortable working in HubSpot, Salesforce and Excel
- Your own work history stays private; the company sees a first name, your field and a rate
Nice to have
- Has worked with a distributed team across time zones
- Experience in a similar industry
Not included
- Managing other contractors or employees
- Work outside the scope written in the brief; extra items are quoted separately
- Travel or work at a fixed location
How you get paid
- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
- You never chase the company. Questions about money go to Deftridge.
What happens after you say you're interested
- Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
- You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
- With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
- StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.
What the company sees about you
First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.
- Experience
- 2-5 years in operations & assistance
- Tools
- HubSpot, Salesforce, Excel
- Offers
- 14 hours a month, weekday evenings
- Rate
- $122 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $122 an hour, is above the median specialist CRM Administrator rate in California ($100). The shaded band is the 25th to 75th percentile of the market.
All CRM Administrator jobs in United States · CRM Administrator rates in California · Operations & Assistance jobs
Questions about pay and privacy
The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.
CL-49381 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.