Tech Pipeline is currently assisting a major financial services provider to resolve persistent data drift in their customer management systems. As a CRM Data Assistant, you will help bridge the gap between their existing sales tools and the vigente needs of their operations team. This is a fully remote, permanent position focused on tangible technical fixes rather than abstract strategy.

About the role
When companies scale quickly, their CRM often becomes a source of friction rather than a source of truth. Data enters the system from multiple channels, but leads get stuck or routing rules fail without anyone noticing for weeks. You will be tasked with identifying where these records are getting lost and helping us clean up the backlog. Your work will directly impact how the financial services provider manages their client relationships by ensuring the data they rely on is accurate and accessible. Because we are not here for long term retainers, you will help us build a system that the client can eventually run on their own.

What you will be doing




- Reviewing CRM logs daily to identify records that failed to sync between integrated platforms.
- Cross-referencing contact records across multiple databases to ensure no duplication exists.
- Updating existing standard operating procedures as we refine routing rules for the client.
- Assisting in the manual reconciliation of account data that automated scripts cannot resolve.
- Testing new lead distribution workflows to verify that records reach the correct operator every time.
- Documenting the specific causes of data errors so the team can build permanent fixes.
- Participating in weekly progress updates where we discuss technical roadblocks and completed tasks.
- Cleaning up legacy data tags that no longer serve a purpose in the current reporting pipeline.

What we need from you
- Strong attention to detail and a genuine interest in how data flows through a business.
- Familiarity with spreadsheet software like Excel

📌 CRM Data Assistant (Madrid)
🏢 Tech Pipeline
📍 Madrid