Enter, update, and maintain CRM records for projects, pursuits, clients, partners, and employees.
Ensure accuracy and completeness of data by reviewing records with project and marketing teams.
Maintain consistent formatting, naming conventions, and supporting documentation in the CRM.
Track and resolve missing or incomplete data by coordinating with internal team members.
Assist with routine data audits, cleanup initiatives, and ongoing data quality improvements.
Run standard CRM reports and prepare data for Marketing and Business Development review.
Support recurring reporting schedules and updates.
Follow established CRM standards, workflows, and procedures; help document processes as needed.
Respond to routine CRM data requests and inquiries.
Collaborate with cross-functional teams to gather project and pursuit information.
Participate in CRM and process-related training.

02 years of experience in data entry, administrative support, marketing coordination, or a related role.
Strong attention to detail and accuracy when working with structured data.
Proficiency with Microsoft 365 (Excel, Word, Outlook, Teams).
Ability to follow defined processes and manage repetitive tasks efficiently.
Strong organizational, time management, and communication skills.
Exposure to CRM systems (Deltek or similar) preferred.
Experience in professional services (AEC, consulting, etc.) preferred.
Interest in marketing operations, business development, or data management preferred.
Detail-oriented, dependable, and able to work independently or collaboratively.
Willingness to learn new systems, processes, and best practices.

Company paid wellness courses
On-site gyms (at select locations)
Access to financial advisors
Discounts to wellness platforms, gyms and more
LinkedIn learning access
Business development training
Supportive mentorship
Company-paid ARE study materials
Exam fees
Licensure completion bonuses
Comprehensive compensation package including full medical, dental, vision, time off and holidays above industry standard.

CRM Data Coordinator

Key skills