Google Sheets Automation and CRM expert needed for sheet creation & data management

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TYPE OF WORK

Part Time

WAGE / SALARY

$3-$5/hour approximately

HOURS PER WEEK

TBD

DATE UPDATED

Sep 23, 2025

JOB OVERVIEW

Google Sheets and CRM expert needed for sheet creation & data management

You must be able to start immediately, working approximately 10 hours a week to start and likely increasing your hours if you can have 1 to 3 weekly conference calls (30-60 min) during 9am-5pm EST and do all the following:

1) Update/improve various databases in Google Sheets (customers, orders, expenses, employees, inventory, materials lists, etc.), starting with Sheets we already have created
2) Create/manage Google Sheets that are dynamically linked and update each other when changed
3) Organize data in Google Sheets including importing new data from other platforms like Woocomerce, Quickbooks, Eventbrite, and other platforms
4) Help us find an appropriate CRM platform and manage our data/systems transition to that CRM
5) Generate/manage diverse live reports that enable customer, program and financial analysis
6) Generate Google Sheets budgets based on previous programs
7) Generate automated emails, mail, and other marketing campaigns from Google Sheets prospect lists
8) Create custom Google Sheet templates for customer, employee, administrative program management
9) Project management of programs associated with these data sets
10) Communicate with partners, customers, clients, vendors to obtain updated data to enter into Google Sheets

Ideally, if you can do above projects well, I'd may ask you do the following:
1) Payroll processing of Google Sheets invoices
2) Quickbooks payroll management
3) Bank statement reconciliation
4) Accounts receivable tracking and reporting
5) Quickbooks bookkeeping

Be prepared to explain and assure us of how you can be trusted with our company’s sensitive customer, employee and financial data.

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