Database & CRM Specialist (Remote)Paragon Planners

Paragon Planners | Remote | $20–$23 per hour

Do you love working with spreadsheets, organizing information, and making sure every detail is just right?

Paragon Planners is looking for a dependable, detail-oriented Database & CRM Specialist to join our remote team!

This is a great opportunity for someone who enjoys working behind the scenes, solving problems, learning new systems, and helping keep important business information accurate and organized.

You'll work closely with our Database & IT Director and receive training on our specific systems and processes. While previous database or CRM experience is helpful, we're also interested in candidates with strong administrative, operational, and Excel skills who are eager to learn.

Paragon Planners provides administrative and operational support to professionals in the financial services industry. Our fully remote team values accuracy, dependability, professionalism, and a collaborative approach to getting things done.

• Cleaning, organizing, and maintaining Excel spreadsheets and database records
• Identifying and correcting duplicate records, formatting issues, and data inconsistencies
• Preparing, reviewing, and validating information for CRM uploads
• Assisting with territory zones, mapping information, and advisor rankings
• Supporting data analysis, reporting, and other operational projects
• Tracking assignments, deadlines, and project progress
• Maintaining accurate billing-related documentation
• Handling confidential information responsibly and ensuring data accuracy
• Learning new systems and assisting with additional database projects as needed

• Strong Microsoft Excel skills and general computer proficiency
• Exceptional attention to detail and a commitment to accuracy
• Excellent organizational, time-management, and problem-solving skills
• Ability to work independently while communicating effectively with team members
• Dependability, professionalism, and strong follow-through
• Comfort learning new software and navigating multiple systems
• Familiarity with Microsoft Office, Google Workspace, and Outlook
• High school diploma or GED and at least one year of related experience or training; two or more years preferred

Previous experience with CRM systems, database maintenance, data entry, or reporting is a plus, but training will be provided.

• Location: Fully remote, within eligible U.S. states
• Schedule: Part-time
• Starting Pay: $20–$23 per hour, depending on experience and location
• Training: Provided
• Reports To: Database & IT Director

Candidates must have a reliable internet connection, a quiet and professional home workspace, and a compatible Windows computer.

Paragon Planners proudly partners with SpouseWorks. We value the adaptability, resilience, and experience military spouses bring to our team!

We are currently only hiring in the following states:

AL, AZ, FL, GA, ID, KY, LA, MI, MO, NC, OH, OR, SC, TN, TX, UT, and WY.

As Paragon Planners is not currently able to employ individuals in every state, continued employment following a relocation depends on your new location and cannot be guaranteed.

If you enjoy working with data, have strong organizational skills, and are excited about learning new systems, we'd love to hear from you!

Please submit your resume and a cover letter explaining your interest in the position, your experience with spreadsheets or database systems, and how your skills would help you succeed in this role.

Application Timeline: We'll begin contacting selected applicants regarding next steps by October 23, 2026.

Paragon Planners is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other legally protected status. All qualified applicants are encouraged to apply.