Schedule: Monday–Friday, 8:00 AM – 5:00 PM (1-hour unpaid lunch break)
Total Weekly Hours: 40 Hours
Client Timezone: California Time

 

Our client is seeking a Pipeline Coordinator to support their Operations team by  maintaining accurate records, organizing documentation, and ensuring all active deals are properly tracked in the company’s CRM.

This role is primarily execution-focused and involves data entry, document organization, and email-based follow-ups. The Pipeline Coordinator will work closely with internal team members and external partners to request, collect, label, and log required documentation while keeping CRM records accurate and up to date.

This position is well suited for candidates with experience in administrative support, operations, or CRM/data entry roles who are highly organized, detail-oriented, and comfortable handling repetitive tasks with accuracy.

 

Key Responsibilities :

• Maintain and update active deal records in the company’s CRM, following
  established processes and guidelines
• Create new deal entries by entering required information from signed
  representation or transaction documents
• Review CRM records on a scheduled basis to identify missing documents or
  required updates
• Request and collect documentation from brokers or partners primarily via email
• Review incoming documents for completeness and accuracy before uploading and
  labeling them in the system
• Track deal progress through defined pipeline stages and ensure required
  documentation is logged at each stage
• Coordinate with internal Operations and Compliance team memberss by flagging
  missing or incomplete information when needed
• Ensure all records remain organized, accurate, and compliant with internal procedures

Requirements:

• Experience in administrative, operations, data entry, or CRM-based roles
• Strong written and verbal English communication skills (client-facing)
• Excellent attention to detail and ability to manage repetitive, accuracy-driven tasks
• Comfortable working with CRM systems (Salesforce experience is a plus but not
  required)
• Proficient with standard computer tools and office applications
• Highly organized, reliable, and able to follow established processes consistently
• Comfortable handling a large volume of records in a structured, repeatable
  workflow
• Real estate experience is a plus but not required.

 

Independent Contractor Perks:

• HMO coverage (eligible locations)
• Permanent work-from-home setup
• Immediate hiring