This Operations Assistant role focuses on supporting the internal systems and administrative workflows of a B2B advisory team. The Assistant will maintain accurate CRM records, research and verify contacts, and organize client information to support onboarding and advisory activities. Day-to-day work covers data management, contact list building, and process improvement in a fully remote setup during U.S. business hours.

• Job Location: Remote
• Employment Type: Contract
• Salary: $1K – $1.2K per month

The hiring company hasn't published detailed background information for this listing. This role was sourced from details made publicly available at the time of posting. Applicants should check the official job page for the latest company information.

CRM & Data Management

• Maintain accurate contact, buyer, seller, and prospect records within Streak CRM
• Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions
• Identify and resolve duplicate records, incomplete data, and outdated information
• Ensure relevant communications and follow-up information are accurately captured in the CRM
• Support ongoing CRM cleanup and data-quality initiatives

Research & Contact List Building

• Conduct targeted research to identify business owners, companies, potential buyers, and strategic acquirers
• Build and validate contact lists based on industry, geography, business type, and campaign requirements
• Use AI-assisted research outputs and internal resources while manually verifying information for accuracy
• Research company and contact information using public sources, websites, LinkedIn, and approved data tools
• Maintain organized Google Sheets containing accurate, usable, and well-documented research data

Client Onboarding & Administrative Support

• Support client onboarding through welcome emails, onboarding communications, and follow-up coordination
• Organize client-related documents, information, and internal checklists
• Ensure relevant client information is prepared and accessible to the advisory team
• Provide general administrative and operational support as needed

Google Workspace & Information Organization

• Maintain organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders
• Support standardized processes for documenting research, client information, and internal updates
• Help establish organized and repeatable operational processes as the team grows

Process Improvement & Operational Projects

• Identify recurring administrative and data-management issues and recommend improvements
• Document recurring workflows to support accurate and consistent task execution
• Assist leadership with ad hoc research, data cleanup, and operational projects

• 2+ years of experience in operations support, administrative coordination, CRM administration, research, or data management
• Experience maintaining CRM records and working with contact or customer data
• Experience with research, contact list building, data verification, or lead and contact enrichment is strongly preferred
• Previous experience with Streak CRM is helpful but not required
• Strong proficiency with Google Workspace, including Gmail, Google Sheets, Google Docs, and Google Drive
• Ability to learn and work with new systems and software platforms
• Ability to research companies and contacts, verify information, and maintain accurate records
• Experience using AI tools to support research, organization, and workflow efficiency
• Exceptional attention to detail when managing records, documents, and confidential information
• Strong organizational skills and ability to manage multiple priorities without overlooking details
• Ability to work independently and take ownership of recurring responsibilities
• Process-oriented approach to maintaining accurate and organized information
• Proactive and dependable approach to administrative and operational responsibilities
• Ability to handle confidential client, buyer, seller, and transaction information with discretion and professionalism
• Must be available to work during U.S. business hours aligned with the client's time zone

How to Apply
Interested candidates should Apply here, filling in the application form and recording a video showcasing their skill sets.

Why This Job Might Be a Good Fit
This role suits someone with early operations or CRM experience who wants remote work focused on data quality and research rather than calendar management. Because the position covers CRM administration, contact research, and onboarding support, it builds practical operations skills that transfer across advisory firms, B2B services, and remote-first teams.

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