At a Glance
- Tasks: Keep our CRM clean and organized while managing campaigns and action plans.
- Company: Join a dynamic mortgage brokerage with a collaborative team.
- Benefits: Earn $22–30/hour, enjoy flexible hours, and work remotely.
- Other info: Part-time role with growth potential in a supportive environment.
- Why this job: Make a real impact by ensuring our database runs smoothly.
- Qualifications: Experience with CRM systems and strong organizational skills.
The predicted salary is between 22 - 30 $ per hour.
Keep Follow Up Boss clean, tagged, and duplicate-free — and make sure campaigns and action plans are on at the right point in the process.
We're a small, busy mortgage brokerage. Leads come in from the website, referrals, quizzes, and the team. Our CRM only works if people are tagged correctly, duplicates are gone, and campaigns actually fire when they should. This role owns that last mile of database hygiene. You keep records clean, tags consistent, and automations toggled on (or off) at the right stage — before a drip goes out to the wrong person, or a new lead sits untagged. This is a hands-on execution role, not a strategy-only CRM manager job. If you're organized, reliable, and you like keeping a list tight, you'll do well here.
What you'll do
- Run a daily duplicate sweep (same phone, email, or name variants) and merge records without wiping history
- Apply a consistent tagging standard: source, product (purchase / renewal / refinance / equity), assigned broker, and status
- Keep pipeline stages honest — no "new lead" sitting for weeks with no next action
- Turn action plans and campaigns on at the right point in the process (new lead, pre-approval, committed, funded, nurture, realtor partner)
- Turn them off when they shouldn't fire (closed lost, do-not-contact, funded on the wrong drip)
- Flag real inquiries and hot people to the assigned broker the same day
- Leave a short audit trail: duplicates merged, untagged leftover, campaigns currently live
The workflow
- Morning pass: new records from web forms and referrals get an owner, tags, and the right campaign
- Duplicate and bad-data pass so the same person isn't in the system twice
- Campaign check against where files actually are — toggles on or off before they need to run
- Same-day note to the team on anything that looks like a live lead or a broken automation
- Weekly: a short database-health note (dupes merged, untagged leftover, campaigns live)
What we're looking for
- Hands-on CRM experience — Follow Up Boss is ideal; HubSpot, Salesforce, or GoHighLevel is transferable
- Comfortable merging records without wrecking notes, tags, or history
- Extremely reliable and self-managing — this work fails quietly if a day gets skipped
- Clear, plain-language written updates — no fluff reporting
- Organized, detail-oriented, and easy to communicate with
Nice to have
- Mortgage or real estate pipeline knowledge
- Follow Up Boss action plans, custom fields, and smart lists
- Familiarity with Broki or Newton Velocity
Hours & logistics
- Roughly 8–10 hours per week — about 1–2 hours most weekdays
- Flexible on when you work, as long as the daily pass happens and campaigns are flipped before they need to run
- Mostly remote, with occasional in-person days if needed
- Must be based in (or near) British Columbia
- Part-time employee position with room to grow as the database and processes scale
How to apply
Send us:
- A short note on why this role fits you
- 1–2 examples of CRMs you've cleaned or administered
- Your availability and hourly rate expectation
Email jarrett@whiteridge.ca with the subject line "CRM Database Specialist — [Your Name]." We review applications as they come in and reach out quickly to strong fits.
Part-Time CRM Database Specialist in Langley employer: Whiteridge Mortgage
Join our dynamic mortgage brokerage as a Part-Time CRM Database Specialist, where you'll play a crucial role in maintaining the integrity of our database. Enjoy the flexibility of hybrid remote work in beautiful British Columbia, with opportunities for personal growth as our processes evolve. We foster a supportive work culture that values organization and reliability, making it an ideal environment for those looking to make a meaningful impact while balancing their professional and personal lives.
