CRM Specialist (Self-Starter / Fast Learner Welcome)

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TYPE OF WORK

Part Time

SALARY

$8-$10/hr

HOURS PER WEEK

10

DATE UPDATED

Mar 16, 2026

JOB OVERVIEW

About Us
MarginWiz is a fast-growing AI-powered platform that helps CPG (consumer packaged goods) brands recover money they're owed from distributors and retailers. We're a small, tight-knit team based in San Diego, CA, and we work with food and beverage brands across the country. We move fast, we're good to work with, and we treat our team well.
We're looking for a CRM specialist who is sharp, self-driven, and gets genuinely excited about learning new tools -- not just someone who already knows every platform.

The Opportunity
We run our sales pipeline on Attio, a modern AI-native CRM. You don't need to know Attio today -- but you need to be the kind of person who will open YouTube, find every tutorial that exists, break things, fix them, and come back as our in-house expert. If that description excites you rather than intimidates you, keep reading.
We previously used Pipedrive, so experience with Pipedrive, HubSpot, Salesforce, Zoho, or any CRM is a strong foundation. The logic is the same -- the tool is just new.

What You'll Be Doing

Managing and maintaining our Attio CRM -- keeping contacts, companies, and deal stages up to date
Building and maintaining lists, filters, views, and workflows
Importing, cleaning, and deduplicating contact data
Researching and adding prospect contacts (CPG brand founders, finance leads, VPs of Sales)
Referencing and migrating data from our previous Pipedrive setup
Logging outreach activity and keeping deal notes current
Light email outreach support -- formatting and sending sequences as directed
Flagging anything that looks off and bringing solutions, not just problems


What We're Looking For

Solid hands-on experience with any major CRM -- Pipedrive, HubSpot, Salesforce, Zoho, or similar
A genuine self-learner -- someone who figures things out independently without waiting to be taught
Detail-oriented with clean, organized data habits
Good written English -- you'll be communicating with the US team regularly
Reliable internet and consistent availability during agreed hours
Availability that overlaps with Pacific Time business hours (UTC-7/UTC-8) -- at least a few hours of daily crossover required
Someone who takes ownership and brings energy, not just task completion


Nice to Have

Experience with Sales Navigator or LinkedIn outreach
Familiarity with Asana, Notion, or Google Sheets
Prior experience supporting a US-based startup or B2B sales team
Any exposure to Attio specifically (a real bonus, but not required)


Hours and Compensation

Part-time to start (10-20 hrs/week) with room to grow
Must overlap with Pacific Time business hours (UTC-7/UTC-8)
Compensation negotiable based on experience
Long-term role for the right person -- we invest in people who invest in themselves


How to Apply
Please apply with:

A brief intro about yourself and your CRM experience -- which platforms, how long, what you managed
A specific example of a tool or skill you taught yourself -- how did you do it, how long did it take, what was the result
Your availability and how your hours overlap with Pacific Time
Your hourly rate

We're not looking for someone who knows everything -- we're looking for someone who won't stop until they do.

SKILL REQUIREMENT
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