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I need an intermediate-level CRM assistant who can log in to our JOB NIMBUS account each day, keep the database current, and make sure the system is doing what our roofing crews and sales team expect. The core of the role is threefold: • Data entry & updates: enter new leads, upload photos and documents, close out completed jobs, and keep contact records spotless. • Reports & analytics: pull weekly performance snapshots, job pipeline summaries, and any custom reports I request so I always have actionable numbers on hand. • Workflow management: review automations, task boards, and status triggers to confirm that every hand-off—from inspection to production to invoicing—fires correctly. JOB NIMBUS experience is ideal, but solid general CRM know-how combined with the willingness to learn our roofing processes quickly will work just as well. Familiarity with roofing terminology is a plus, not a deal-breaker. You will work entirely remotely, set your own hours as long as deadlines are met, and communicate through Slack and Zoom when questions pop up. Deliverables are a continuously clean database, on-time scheduled reports, and documented tweaks to any automation you adjust so our in-house team can trace the changes later. Look for "JOB NIMBUS" on you tube to become familiar with what we are talking about
Mã dự án: 40346569
47 đề xuất
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Hoạt động 11 ngày trước
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47 freelancer chào giá trung bình $10 USD/giờ cho công việc này

Quick question: roughly how many hours a day are you looking for assistance with this? Hi! I reviewed Job Nimbus on YouTube before applying, and the interface and logic are straightforward enough that I'm confident picking it up quickly without it slowing the work down. I've assisted multiple CEOs in the past in managing their workload, most notably the CEO of Ranknetics and Spadoom, where I've handled everything from data entry and CRM management to reporting, workflow documentation, and keeping day-to-day operations running cleanly without oversight. I've worked directly with HubSpot CRM for a European IT company, so the discipline of keeping a CRM accurate and the automations firing correctly is already familiar. My English is strong, I'm comfortable on Slack and Zoom, and I'm always available to jump on a call whenever something needs quick attention. I invite you to open a chat with me so we can discuss the project in detail. Looking forward to hearing from you!
$9 USD trong 40 ngày
8,7
8,7

Clearly understood. We can start by auditing your current JOB NIMBUS CRM environment, mapping pipelines, automations, and custom workflows. Here we mainly focus on data integrity, automation optimization, and actionable insights. We ensure your CRM stays fully synchronized, with all leads, job updates, and documents entered accurately. Our team monitors workflow triggers, task boards, and custom automations to guarantee seamless operations, while generating timely BI reports and dashboards for real-time visibility across your sales and production teams. Can you share which pipelines, dashboards, or automations you consider highest priority so we can start optimizing immediately?
$8 USD trong 40 ngày
7,1
7,1

Hi And I can help you so on by keeping your CRM organized, accurate, and aligned with how your roofing team actually operates day to day. I have experience working with CRM systems, data management, reporting, and workflow tracking, ensuring that leads, jobs, and records stay clean and actionable. The main issue in setups like this is that small data inconsistencies and broken automations quietly disrupt hand-offs between sales, production, and invoicing. I address this by maintaining strict data hygiene, reviewing workflows regularly, and validating that every trigger and task stage is firing correctly. I can handle daily updates, upload documents and photos, close jobs properly, and generate clear weekly reports that give you real visibility into performance. I’m also comfortable learning JobNimbus quickly, documenting any automation changes, and communicating clearly through Slack or Zoom when needed. My focus is to keep your system reliable, up to date, and actually useful for decision-making rather than just a place to store data. Best Regards, Hercules
$12 USD trong 40 ngày
6,3
6,3

⭐⭐⭐⭐⭐ Having over 18 years of experience in the web and app development industry, my team at CnELIndia is no stranger to data management. We understand that accuracy and timeliness are key in CRM management, like with the Job Nimbus platform. While we may not have specific JOB NIMBUS experience, our consistent track record in delivering high-quality projects on time will help bridge that gap effortlessly. As an added assurance, we can readily adapt to your roofing processes too. One of our prime strengths is our appliication-oriented approach. With this project, it is ensuring not only the system updates and maintenance, but creating actionable analytics through careful data entry and reports generation. Our competent use of digital tools such as NetSuite, Salesforce, and Zoho CRM indicate flexibility in working with similar software. Communicating professionally and effectively with teams is another strong suit we possess. The remote nature of this project isn't a problem as we are experienced in handling that too: we can guarantee timely delivery on required reports, neat documentation of refined automations for your staff’s ease in understanding at a later stage. But don't take my word for it - see what our satisfied clients are saying by checking out our testimonials. In short, you can trust us to remotely manage your JOB NIMBUS account in a stellar way while keeping your roofing crews and sales team operating seamlessly.
$12 USD trong 40 ngày
6,0
6,0

Hello, I am an intermediate-level CRM assistant with strong general CRM experience and a fast learning curve—I will quickly master Job Nimbus by studying the available YouTube resources and your internal processes. Once onboarded, I will log in daily to enter new leads, upload photos/documents, close out completed jobs, and keep contact records spotless. I will pull weekly performance snapshots, job pipeline summaries, and custom reports as requested. I will also review automations, task boards, and status triggers to ensure every workflow hand‑off (inspection → production → invoicing) fires correctly. I will document any automation adjustments for your team’s traceability. I am comfortable working remotely, using Slack and Zoom, and meeting deadlines with flexible hours. I am ready to start immediately. Regards, Zafar
$8 USD trong 40 ngày
6,1
6,1

Hello! I’m very interested in assisting with your CRM operations and ensuring your JOB NIMBUS system runs smoothly and efficiently. I’m fully comfortable working remotely, communicating via Slack/Zoom, and documenting all changes clearly for your team. Ready to start immediately and support your team consistently. Best regards, Abdus Samad
$8 USD trong 40 ngày
6,0
6,0

⭐⭐⭐⭐⭐ Efficient CRM Assistant for Your JOB NIMBUS Needs ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and noticed you're looking for a CRM Assistant. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for CRM management. I will ensure your JOB NIMBUS account is always up-to-date, manage data entries, and provide insightful reports to support your roofing operations. ➡️ Why Me? I can easily manage your CRM tasks as I have 5 years of experience in data entry, report generation, and workflow management. My expertise includes CRM systems, data organization, and performance analytics. Additionally, I have a strong grip on task automation and communication tools, ensuring smooth operations for your team. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing with you in chat! ➡️ Skills & Experience: ✅ Data Entry ✅ CRM Management ✅ JOB NIMBUS ✅ Reports & Analytics ✅ Workflow Management ✅ Task Automation ✅ Performance Tracking ✅ Document Management ✅ Communication Skills ✅ Attention to Detail ✅ Problem Solving ✅ Time Management Waiting for your response! Best Regards, Zohaib
$9 USD trong 40 ngày
6,1
6,1

Hi there! I am available for CRM Remote Management task and do your task with full responsibility. Could we discuss more details over chat? Thank You :)
$8 USD trong 40 ngày
6,1
6,1

Hi there, I have just visited Your website and watched youtube videos . You people are in roofing business and have CRM database of more than 6000 roofing contractors. I’d love to help manage your JobNimbus CRM and keep everything running smoothly day to day. I have solid experience working with CRMs handling data entry, keeping records clean, and making sure workflows and automations actually work the way teams need them to. I can log in daily, update leads and jobs, upload documents. I’m also comfortable pulling weekly reports and pipeline summaries so you always have a clear picture of what’s going on. If anything in the workflow needs fixing or improving, I’ll handle it and document the changes so your team stays in the loop. I’m reliable, detail-oriented, and easy to reach on Slack or Zoom when needed. Happy to learn your roofing process quickly and get started right away. I am fully available for remote work and flexible with hours, ensuring all deadlines and expectations are consistently met. I’d be happy to offer a short free trial so you can see how I work and make sure it’s a good fit for both of us. Best Regards Karim
$11 USD trong 40 ngày
5,7
5,7

Pitch: Hello! My name is Harpreet, and I am a highly skilled professional with over 14 years of experience in web development and project management. I have successfully completed 1100+ projects and have an impressive client satisfaction rate of 99%. I am proficient in various CRM systems, including JOB NIMBUS, which makes me an ideal candidate for this remote management role. Not only do I excel in data entry and analysis, but I am also adept at improving workflows. In fact, your requirement to adjust automations and task boards aligns perfectly with my experience in custom software development. This uniquely positions me to not just handle the day-to-day aspects of your CRM database, but also to optimize its performance as your roofing team expects. Furthermore, my flexibility in working hours ensures that all deadlines will be met on time without compromising quality. With my strong communication skills, especially with Slack and Zoom, you can expect real-time updates and a great line of communication.I look forward to leveraging my vast experience and skill set to perform exceptionally well in this role to provide you with a continuously clean database, prompt reports and any required tweaks to automate process smoothly.
$10 USD trong 50 ngày
5,1
5,1

Hi, I have solid experience working with CRM systems like JobNimbus and managing remote back-office operations efficiently. I can help you keep your workspace fully updated by handling lead entry, task scheduling, follow-ups, and ensuring no deadlines are missed. I’m also experienced in invoice management, project tracking, and professional customer communication via email and calls—ensuring timely responses and smooth workflow. I pay strong attention to detail and can maintain accurate records daily, which aligns perfectly with your success metrics. I’m ready to start immediately and provide reliable, long-term support to streamline your operations. Looking forward to working with you. Best regards, Fida
$8 USD trong 40 ngày
5,3
5,3

Hi, I can support your team as a CRM assistant by keeping your JobNimbus database clean, up-to-date, and running smoothly. I have strong experience with CRM systems handling data entry, lead management, reports, and workflow automation—and I’m confident I can quickly adapt to your roofing processes. I’ll ensure accurate data updates, timely reports, and proper workflow execution across your pipeline, while documenting any changes made. I’m comfortable working remotely and communicating via Slack and Zoom as needed. Ready to get started and learn your system quickly. Best regard, Malti
$8 USD trong 40 ngày
5,1
5,1

Hi, I’m an experienced CRM and Operations Assistant with a strong background in data entry, workflow management, and reporting. I specialize in keeping databases clean and accurate, ensuring automations fire correctly, and delivering clear performance snapshots that help teams make quick, informed decisions. My background includes daily CRM updates, entering new leads, uploading photos/documents, and closing out completed jobs, while maintaining spotless contact records. I’ve also generated weekly pipeline summaries and custom reports, and documented workflow tweaks so in‑house teams can trace changes easily. I’m comfortable learning industry‑specific processes quickly and have supported field crews and sales teams by making sure their CRM reflects reality in real time. Because this role requires accuracy, consistency, and proactive communication, I’m confident I can deliver dependable support. In a previous engagement, I streamlined CRM workflows for a construction services team, reducing data errors and ensuring automations triggered correctly from inspection through invoicing. I can begin immediately, commit to daily JobNimbus updates, provide scheduled reports on time, and document all adjustments clearly while communicating through Slack and Zoom. Best regards, Jessica
$10 USD trong 40 ngày
4,6
4,6

Hello, I'm Damilola I’m very interested in this CRM Assistant role and confident I can help keep your JOB NIMBUS system accurate, organized, and running smoothly. I have experience working with CRM platforms, handling data entry, record updates, and maintaining clean, structured databases, and I’m very comfortable learning new systems quickly. For this role, I can: • Accurately enter and update leads, contacts, and job records • Upload and organize photos and documents • Generate weekly reports and pipeline summaries • Review workflows and ensure automations and task hand-offs are functioning correctly While I may not be deeply experienced with JOB NIMBUS specifically yet, I am proactive and willing to learn quickly, and I’ve already begun familiarizing myself with the platform. I’m confident I can adapt fast and meet your expectations. I’m detail-oriented, reliable, and comfortable working remotely using tools like Slack and Zoom. I also document processes and updates clearly so your team always has visibility into any changes made. I’m ready to get started and would love to support your team in keeping your CRM efficient and up to date. Best regards, Damilola
$8 USD trong 40 ngày
4,3
4,3

Hi, I can manage your CRM and keep the JOB NIMBUS database clean and updated with accurate data entry, reports, and workflow management. I have experience with CRM systems, Google Sheets, and administrative support, and I am ready to learn JOB NIMBUS and roofing processes quickly. I can ensure daily updates, on-time reports, and smooth communication via Slack and Zoom. Best regards, Abidur
$10 USD trong 40 ngày
4,2
4,2

Hi, I am a certified and experienced Excel expert. Your CRM data entity request is perfectly matching with the specialize service offering in my profile. Please feel free to ask any questions if you have. Thanks!
$12 USD trong 40 ngày
3,4
3,4

Hi, I’m an experienced Virtual Assistant with a strong background in CRM management, data entry, and workflow organization, and I’m confident I can help keep your JobNimbus system accurate, organized, and running smoothly. I have hands-on experience working with CRM platforms—updating records, managing pipelines, uploading documents, and ensuring data accuracy at all times. I’m also comfortable generating reports and translating data into clear, actionable insights to support decision-making. While I have basic JobNimbus experience, I’m a fast learner and have already started familiarizing myself with its workflow structure. I can quickly adapt to your roofing processes and ensure automations, task boards, and job stages are functioning correctly from start to finish. I’m detail-oriented, reliable, and proactive with communication via Slack and Zoom. My goal is to maintain a clean database, deliver timely reports, and document every update for full transparency. I’m ready to get started and support your team effectively. Best regards, George
$10 USD trong 40 ngày
3,4
3,4

Hello, I have hands-on experience managing CRM systems with a strong focus on data accuracy, structured updates, and workflow consistency. In my current and past roles, I’ve handled large datasets, maintained clean records, and ensured systems reflect real-time operational status. I’m comfortable quickly adapting to new platforms, so getting up to speed with JobNimbus and your roofing workflows won’t be an issue. For your project, I will handle daily CRM updates including lead entry, document and photo uploads, and closing out completed jobs while keeping all contact records clean and organized. I’ll generate weekly performance reports, pipeline summaries, and any custom analytics you need for decision-making. I’ll also monitor workflows, automations, and task boards to ensure every stage—from inspection to invoicing—runs smoothly, and I’ll document any adjustments clearly for your team. Take a quick look at my portfolio and you’ll see the fit: https://www.freelancer.com/u/illiyaan5 Let’s connect and have a quick chat to get started as soon as you want and to get this work done. Regards, Illiyaan
$10 USD trong 40 ngày
2,9
2,9

Hello. I’m comfortable managing CRM systems daily and keeping data clean, structured, and up to date with attention to detail. I can handle lead entry, document uploads, job updates, and ensure records stay accurate and organized. I’ll generate weekly reports, pipeline summaries, and custom analytics so you always have clear insights. I can review and maintain workflows, automations, and task stages to ensure everything runs smoothly from inspection to invoicing. I’m quick to learn new systems like JobNimbus and adapt to your roofing processes. I’m reliable with deadlines, proactive in spotting issues, and will document any changes made for full transparency.
$10 USD trong 40 ngày
2,7
2,7

I am the perfect fit for your JOB NIMBUS CRM remote management project. Though I may not have specific JOB NIMBUS experience, my solid general CRM know-how combined with a willingness to learn your roofing processes quickly makes me adaptable and capable of taking on any challenge you throw at me. My understanding of the importance of clean databases and accurate, actionable reports aligns perfectly with your project's needs. My proficiency with various accounting and financial tools such as QuickBooks, Xero, PowerBI, Excel, and MS Office demonstrates my ability to adapt and master new systems efficiently. More importantly, my meticulousness and attention to detail will ensure that every task - from data entry to making tweaks in automation - will be done accurately and thoroughly. Trusting me with your CRM system guarantees not only a smoothly run JOB NIMBUS but also dependable support when you need it.
$10 USD trong 40 ngày
2,0
2,0

DeKalb, United States
Phương thức thanh toán đã xác thực
Thành viên từ thg 5 30, 2016
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