CRM & Data Associate

Peak Facility Partners is a full-service, education-focused commercial real estate firm. We specialize in providing services to new and existing educational institutions and occupiers throughout California. In addition, we offer related services such as asset sales and leasing, business acquisitions/dispositions, assistance in financing, entitlement services, and much more. Visit our website at www.peakfacilitypartners.com for more information.

Location

North County San Diego (Initial In-Person Training), then Remote

How to Apply

Please submit: (i) a cover letter and (ii) resume to angela@peakfacilitypartners.com.

Job Description

We are seeking a detail-oriented Data & CRM Associate to join our close-knit team. This is a part-time (20 hrs/week) role that blends critical thinking, data research, and CRM data management. You will be responsible for researching property and ownership information from various public and online sources, and inputting accurate, clean data into our Salesforce-based CRM. Experience with Salesforce is a plus.

Ideal for someone who enjoys independent work, problem-solving, and digging into public information to source information.

• This position is primarily remote but will require regular in-person onboarding and training during the first month in North County San Diego.
• Flexible hours during regular business days.
• This is not a sales position.
• Employer does not provide healthcare coverage.

Responsibilities

• Maintain the accuracy of records within Peak’s Salesforce-based Customer Relationship Management (CRM) database.
• Perform manual data enrichment in Salesforce by verifying, updating, and enhancing CRM data to ensure completeness and accuracy.
• Search public records to verify information in the CRM database.
• Conduct title searches for properties and cross-reference data from multiple sources.
• Provide administrative support as needed, such as preparing and sending mailings.
• Work independently while managing tasks efficiently and meeting deadlines.
• Other duties may be assigned.

Desired Skills & Experience

• Comfortable working with a CRM database as a primary responsibility
• Strong attention to detail and ability to manage large volumes of administrative tasks in a timely manner.
• Excellent written and verbal communication skills.
• A positive attitude, team-minded spirit, and enthusiasm for working in a small, privately owned company with a great mission.
• Must be self-motivated and able to work independently with minimal supervision.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• Local candidates only. You must be a San Diego County resident or live within a reasonable commuting distance from North County San Diego.
• Comfortable working independently in a quiet, focused role.
• Prior experience in administrative, data entry, or research-focused roles in a professional environment.
• Familiarity with CRM systems (Salesforce preferred) and proficiency in Microsoft Office (Word, Excel, Outlook).
• Real estate knowledge is not required, but experience or interest in the field is welcome.