CRM Rules and Hygiene

About this task

This digital health company (5,000+ employees) is looking for a senior Sales Operations Manager for an ongoing part-time engagement of 3–6 h a week. Fields, stages and rules that keep CRM data usable.

Workload peaks and dips, so a few fixed hours a week fit better than a full-time seat. It works in healthcare, so patient data is never part of the task and privacy rules are strict.

The team sits in Vancouver. Everything can be done remotely; an occasional visit is welcome and never required for the first month. The work runs in two set slots a week, agreed with the team at the start. About 1 hour a week should overlap with the team's day (PT).

What you deliver

• Enforce stage definitions, fix duplicate and stale records weekly and report data quality to sales leadership.
• A written update every Tuesday with what was done, what is next and anything blocked
• Work logged against the agreed list, so the company contact can see progress without a call
• A short handover note when the engagement pauses or ends

What a week looks like

• Friday: 15-minute check-in to agree the week's items
• Thursday: main working block (2 hours)
• Tuesday: hand-off note with what shipped and what is open

Duration: 12 weeks, renewable. Accepted after the walkthrough. Edits requested within three working days are part of the price.

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 CAD 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.

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.