CRM Reports and Dashboards

About this task

This finance advisory firm for private equity (51–200 employees) is looking for a senior CRM Administrator for an ongoing part-time engagement of 1–2 h a week. Standard reports that managers use.

The company wants a senior person on this without carrying the cost of a full-time role. It is a consulting firm, so client deadlines set the pace and handover notes are expected.

The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. The work runs in two set slots a week, agreed with the team at the start. About 2 hours a week should overlap with the team's day (PT).

What you deliver

• Create 8 sales and service reports and schedule delivery to managers.
• Questions collected in one thread, answered within one working day
• A short handover note when the engagement pauses or ends
• A written update every Thursday with what was done, what is next and anything blocked

What a week looks like

• Monday: pick up the queue and confirm priorities
• Midweek: two short working sessions of one to two hours
• Thursday: update sent before the company's end of day

Duration: 16 weeks, renewable. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.

Tools

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

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. 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.

How this rate compares

The midpoint of this range, $82 an hour, is above the median senior CRM Administrator rate in the United States ($80). The shaded band is the 25th to 75th percentile of the market.

All CRM Administrator jobs in United States · CRM Administrator rates in United States · 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.