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CRM Intake Coordinator

Role Overview:

We are seeking a detail-oriented Administrative Support Specialist to manage data entry and lead intake processes.

This role focuses on CRM management, email handling, and intake coordination, ensuring all inbound leads are accurately captured, tracked, and responded to promptly to support business growth.

Company Overview:

A growing professional services firm focused on delivering high-quality client support through structured processes and efficient operations. The team is looking to strengthen its administrative function to ensure consistent lead handling, accurate data management, and timely client communication.

Schedule:

  • Mondays to Fridays, flexible schedule (within US Central Time, 20 hours per week), with at least a few hours on weekends.

Scope:

  • Manage inbound lead intake and data entry workflows independently, following established processes
  • Ensure rapid response times to email inquiries to maximize lead conversion
  • Maintain data integrity and consistency across CRM and tracking spreadsheets
  • Potential to increase hours as the role and business needs evolve

Responsibilities:

  • Maintain accurate and up-to-date data records within the company's niche CRM system, ensuring all client and lead information is properly logged
  • Monitor inbound email inquiries and ensure each lead is captured on tracking spreadsheets with complete contact details and the nature of the request
  • Respond promptly to straightforward client inquiries by sending pre-prepared documents and information via email
  • Escalate more complex inquiries to the appropriate team member while ensuring full context is documented
  • Track and organize lead activity to support timely follow-up and prevent any leads from falling through the cracks
  • Support day-to-day administrative tasks to keep intake and data management processes running smoothly

Requirements:

  • Minimum 3 years of experience in administrative support or front desk roles
  • Proficiency with CRM platforms such as HubSpot or Salesforce, with the ability to quickly learn new systems
  • Familiarity with Gmail, Google Drive, and standard office productivity tools
  • High level of attention to detail and strong organizational skills
  • Excellent written communication skills for professional email correspondence
  • Prior experience in a law firm or professional services environment is a plus

Independent Contractor Perks:

  • Permanent work from home
  • Immediate hiring

Note:

  • Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

CRM Intake Coordinator

Job Category

Administration

Job Type

Part Time (20 - 34 Hours per week)

Work Schedule and Timezone

Houston, TX

Published on

Apr 14 2026