CRM Admin

Sherwood Partners is seeking a detail-oriented Part-Time Administrative Assistant to support our CRM team. This role will focus on keeping our sales process running smoothly, ensuring our CRM database is accurate, and assisting staff with day-to-day requests.
Responsibilities
• Help the CRM team with sales process tasks and deal flow tracking
• Select, update, and maintain contact records in the CRM
• Maintain overall data integrity of the CRM database
• Support process improvements and documentation efforts
Qualifications
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel)
• Basic Excel skills (sorting, filtering, simple formulas)
• Strong attention to detail and accuracy in data entry
• Good organizational and communication skills
• Ability to manage multiple priorities independently
Preferred Experience (Nice to Have)
• Familiarity with CRM platforms (Dynamics, Salesforce, or similar)
• Prior experience supporting sales processes or database management