CRM Specialist & Marketing Operations Coordinator (ZR_22921_JOB)

This is a remote position.

Schedule: Flexible during client business hours (Sydney, AU)

Total Weekly Hours: 20 hours

• Remote position working with a team based in Sydney and Hong Kong.

• Initial focus on CRM optimization and data management.

• Opportunity to expand hours and responsibilities over time.

• Reports directly to founding team members.

• No direct sales responsibilities initially.

• Configure and optimize the Monday.com CRM system (or evaluate and implement alternative solutions).

• Clean and organize existing investor and prospect data, including segmenting client categories (investors, financial advisors, referrals).

• Build and maintain automated workflows for client communications and follow-ups.

• Create and manage reminder systems for prospect/investor interactions.

• Support the formatting and distribution of monthly marketing updates and other marketing materials.

• Maintain accurate records of client and prospect interactions.

• Generate reports and insights from CRM data.

• Manage and support email campaigns and communications.

• Assist with organizing referral tracking and follow-ups.

Requirements:

• Extensive CRM experience (Monday.com preferred).

• Proficiency with PowerPoint and Canva.

• Strong technical skills in workflow automation and CRM configuration.

• Excellent English communication skills.

• Experience with email marketing automation tools.

• High attention to detail and strong data management capabilities.

• Solid understanding of data privacy and security principles.

• Professional demeanor suited for the financial services sector.

• Self-starter with the ability to work independently and collaborate remotely.

Independent Contractor Perks:

• Permanent work-from-home arrangement.

• Immediate hiring.

• Steady freelance position.