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.