CRM & Data Reporting Executive Assistant - Freelance, Remote

The Impact you’ll make

• Update contacts, accounts, and opportunities; maintain data hygiene and completeness
• Track pipeline stages, notes, and activities; ensure timely follow-ups and accurate metadata
• Create and maintain basic CRM views/reports; document processes and data definitions

• Pull recurring and ad-hoc reports; refresh datasets and validate numbers against source data
• Create or refine views for presentations; support market comparisons and payer analytics
• QA dashboards for accuracy, filters, and refresh schedules; flag outliers and trends

• Organize and index multi-state contracts; standardize naming and folder structures
• Compare Power BI/CRM data to contract folders to ensure alignment and completeness
• Track key contract terms, effective/renewal dates, and requirements; surface upcoming actions

• Compile market research, payer comparisons, and competitor snapshots
• Build executive-level PowerPoint decks with clear narratives and visuals
• Draft and maintain SOPs/process docs that support scale and continuity

• Provide general administrative support, documentation, and scheduling of deliverables
• Partner with the executive during organizational revamps to capture requirements and updates
• Identify process gaps; recommend small automations or templates to streamline work

Skills, Knowledge and Expertise

• Proven hands-on Power BI experience (report pulling, basic DAX/Power Query, dashboard refresh/QA)
• CRM operations experience; Salesforce strongly preferred or demonstrable ability to learn quickly
• Advanced Excel/Google Sheets (lookups, pivots, data cleanup) and strong data hygiene discipline
• Prior experience as an executive assistant or operations assistant working autonomously and handling confidential documents

• Technical: Power BI, Salesforce (or similar CRM), Excel/Google Sheets, Google Workspace, Microsoft Office, executive-level PowerPoint, basic data QA; familiarity with AI tools (e.g., Claude) for research/drafting
• Operational: Meticulous organizer who maintains clear folder structures, naming conventions, and SOPs across multi-state work
• Analytical: Comfortable reconciling datasets, spotting inconsistencies, and summarizing insights for decisions
• Communication: Clear, concise writer; proactive status updates; strong stakeholder coordination
• Personal traits: Proactive, critical thinker, problem solver, dependable, and able to execute with minimal supervision

• Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
• Internet speed of at least 40MBPS
• Headset with an extended mic that has noise cancellation and a webcam
• Back-up computer and internet connection
• Quiet, dedicated workspace at home

• You thrive in a healthcare context and enjoy bringing order to complex contract and payer data
• You can independently run recurring reporting/CRM cadences and anticipate what’s needed next
• You’re energized by turning scattered inputs into clear dashboards, SOPs, and executive-ready slides
• You value compassion, accountability, and teamwork, and you’re comfortable partnering closely with a busy executive

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

• 40 hours per week
• Monday–Friday, 9:00 am–5:00 pm Central Standard Time

• $7 per hour
• No benefits package included

Benefits