Part-Time Remote Database & CRM Specialist (Training Provided)

Paragon Planners | Remote, U.S. | $20–$23 per hour

About Paragon Planners

At Paragon Planners, we provide administrative and operational support to professionals in the financial services industry. We’re a fully remote team that values accuracy, dependability, communication, and people who take pride in doing great work.

We’re looking for a Database & CRM Specialist to join our team and help keep the information behind our operations organized, accurate, and running smoothly.

This is a great opportunity for someone who enjoys working with spreadsheets, learning new systems, solving problems, and digging into the details. You’ll receive training on our processes and work closely with our Database & IT Director as you grow into the role.

What You’ll Be Doing

Organizing, cleaning, and maintaining Excel spreadsheets and databases
Identifying duplicate records, formatting issues, and data inconsistencies
Preparing, reviewing, and validating information for CRM uploads
Assisting with territory mapping, travel zones, and geographic data organization
Helping analyze advisor rankings, territory information, and other operational data
Generating CRM reports and maintaining accurate records
Tracking projects, deadlines, and assigned tasks
Maintaining accurate billing-related documentation
Protecting confidential information and ensuring data integrity
Learning new systems and supporting additional database projects as needed

What We’re Looking For

Strong attention to detail and a commitment to accuracy
Experience working with Microsoft Excel and organizing data
Comfort learning new software and navigating multiple applications
Strong organizational and problem-solving skills
Ability to manage assignments independently while communicating progress and asking questions when needed
Dependability, professionalism, and good time management
Experience with Microsoft Office, Google Docs/Sheets, and Outlook
High school diploma or GED and at least one year of related experience or training; two or more years preferred

Experience with CRM systems, database maintenance, or data analysis is helpful, but you do not need to know our specific systems. We’re happy to train the right person!

Position Details

Fully remote, part-time opportunity
Starting pay: $20–$23 per hour, depending on experience and location
Training provided
Reports to the Database & IT Director
Requires a reliable internet connection, a quiet home workspace, and a compatible Windows computer

Eligible Hiring States

We are currently only hiring in the following states:

AL, AZ, FL, GA, ID, KY, LA, MI, MO, NC, OH, OR, SC, TN, TX, UT, and WY.

As Paragon Planners is not currently able to employ individuals in every state, continued employment following a relocation depends on your new location and cannot be guaranteed.

How to Apply

If you enjoy working with data, have strong organizational skills, and are excited about learning new systems, we’d love to hear from you!

Please submit your resume and a cover letter explaining your interest in the position, your experience with spreadsheets or database systems, and how your skills would help you succeed in this role.

Click Here To Apply!

Application Timeline: We’ll begin contacting selected applicants regarding next steps by October 23, 2026.

Paragon Planners is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other legally protected status. All qualified applicants are encouraged to apply.

To apply: https://weworkremotely.com/remote-jobs/paragon-planners-part-time-remote-database-crm-specialist