to verify existing customer information, make outbound calls, and convert legacy paper files into our CRM system. This role involves contacting businesses, confirming whether they still operate, identifying new owners if needed, and organizing all information inside the CRM.
This is
not
a sales role. You're not creating quotes or closing deals. The job is focused on verification, data cleanup, and customer communication.
This role requires someone who can
figure things out independently
, learn software quickly, and work with minimal direction once the basics are shown.
Job Overview
The position focuses on:
Calling customers linked to older quotes and orders
Contacting businesses from old lists to confirm whether they still exist
Determining whether buildings or structures are still in use and by whom
Updating and cleaning CRM records
Digitizing paper files and organizing them properly
Sorting through older CRM exports
You must be comfortable working through messy information, troubleshooting, and solving problems on your own.
Key Responsibilities
Make outbound calls to businesses to confirm or update information
Identify if businesses have closed, relocated, or changed ownership
Gather new contact details when needed
Scan, label, and organize paper documents into digital folders
Enter accurate customer and building information into CRM
Update business names, contacts, phone numbers, emails, and statuses
Flag invalid or outdated entries
Keep organized call notes and update records consistently
Work independently and manage your own workflow
Qualifications
Comfortable making outbound calls and speaking professionally
Strong attention to detail and accuracy
Able to work independently without constant supervision
Good at troubleshooting, problem-solving, and "figuring it out"
Comfortable with computers and learning new software on your own
Experience in admin, data entry, CRM work, or customer service is an asset
Able to handle repetitive tasks while staying focused
What We Offer
A straightforward, practical work environment
Minimal micromanaging
Competitive hourly wage (
$20-$27/hr depending on experience
)
Basic orientation, then self-directed work
Casual, practical work environment, potential to work from home
Schedule
Monday to Friday
Full-time, on-site in Leduc
How to Apply
Submit your resume through Indeed. Only applicants selected for an interview will be contacted.
Job Types: Full-time, Casual
Pay: $20.00-$27.00 per hour
Expected hours: 20 - 40 per week
Work Location: In person
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