Location: Remote

Hours: 30-40 hrs/week (up to 100 hours total)

Reports to: CRM Relationship Operations Manager

Who Were Looking For

We are hiring a CRM Data Cleanup Support contractor for a short-term, high-precision data hygiene project. This role is perfect for someone who's fast, detail-obsessed, and thrives in behind-the-scenes systems work. You'll be responsible for completing contact cleanup, deduplication, and quality assurance tasks within our CRM and adjacent tools. You wont be doing outreach or relationship management your job is to make sure the data foundation is bulletproof for the team that does.

Key Responsibilities

Contact Deduplication & QA

• Clean, categorize, and QA CRM records across key segments:
  • MAPS
  • LPs and SPVs
  • Traditional Talent
  • ABG + PR contacts
• Merge duplicate contacts (including those with multiple email addresses or domains) and set a single primary contact record.
• Link each contact to the correct company and set one primary company.
• Move all email addresses into the main Email property, using Additional Emails for secondary addresses.
• Ensure primary email addresses match the primary companys domain when possible; document exceptions in contact notes.

Company Record Accuracy

• Merge duplicate companies and ensure the correct domain is set.
• Create and populate a Main Point of Contact custom property on company records.
• Verify required company details, including website, industry, location, phone number, lifecycle stage, company type, and owner.

iPhone Contact Matching

• Cross-reference Moj's iPhone contacts (~18,000 entries) with existing CRM records and spreadsheets.
• Prioritize review of ~800 high-signal contacts.
• Flag, archive, or deprioritize low-value or irrelevant entries.

Data Enrichment

• Fill missing required fields for contacts:
  • First/Last Name, Job Title, Phone Number, Contact Type, Investor Status (if applicable), Lifecycle Stage, Source, Notes, Owner, and relevant contact restrictions.
• Fill missing required fields for companies:
  • Company Name, Website/Domain, Industry, Main Point of Contact, Phone, Address, Lifecycle Stage, Company Type, Owner, Notes.
• Pull missing information from ClickUp attachments/comments, Gmail history, LinkedIn, and company websites.
• Summarize key relationship context in the Notes property.

Duplicate & Mismatch Resolution

• Use HubSpots built-in duplicate management tool to resolve duplicate contacts and companies.
• Align lifecycle stages between companies and their associated contacts.
• Remove or merge ghost companies with no meaningful contacts unless strategically needed.

ClickUp & HubSpot Syncing

• Match outreach/meeting tasks in ClickUp to the correct HubSpot records.
• Create or update missing contact/company records when no match exists.
• Ensure all guest, founder, and LP meeting participants are represented in the CRM.

Documentation & Reporting

• Maintain a cleanup tracker in ClickUp by segment (MAPS, LPs, Talent, ABG/PR).
• Flag unclear or questionable records in a shared Needs Decision list.
• Provide weekly progress summaries, including duplicates merged, records enriched, and flagged items.
• Participate in a recorded debrief or knowledge transfer call upon completion.

What You Bring

Experience & Skills

• 1+ year of CRM data entry, administrative support, or research-heavy work
• Strong attention to detail and consistency
• Fluency with Google Sheets and basic CRM systems (HubSpot Starter preferred)
• Ability to follow QA guidelines and clearly flag inconsistencies
• Basic familiarity with productivity tools like ClickUp, Slack, and Zoom

Mindset

• Focused and methodical you enjoy bringing structure to messy data
• Low ego, high accuracy you care more about doing it right than being seen doing it
• Independent and accountable you meet deadlines without reminders
• Comfortable working behind the scenes on critical but invisible work

Role Structure & Expectations

• This is a one-time support contract capped at 100 hours
• You will take direction from the CRM Relationship Manager and complete tasks independently
• You are not responsible for ongoing CRM ownership, outreach, or maintenance
• Final deliverables: summary of work completed, CRM audit scorecard, recorded handoff session
• Any work beyond 100 hours must be pre-approved in writing by the CRM Relationship Manager or Primary Contact

APPLY HERE ==>https://forms.clickup.com/9017085020/f/8cqbk2w-60777/577S560UCRUMHZ8Z7J

Note: We are not considering applications from agencies or recruiters at this time. Only individual candidates will be reviewed.

About Us

Who We Are

Trolley is a fast-growing creative operations company delivering high-impact digital and marketing solutions. We collaborate with high-profile clients to strategize, produce, and optimize compelling content that drives engagement, brand visibility, and business growth. Our creative team functions as a fully integrated powerhouse-combining strategy, design, production, and performance analysis to deliver world-class results.

What We Do

Trolley builds world-class teams using best-in-class SaaS tools, AI, and project management systems. Our mission is to empower professionals with world-class training and the latest tools to work smarter, faster, and more efficiently.

Be Part of the Future of Work

Trolley is now accepting applications from ambitious professionals who want to work at the intersection of technology and creativity. Join us in shaping the next era of work.