Data Coordinator

Cabrillo Advisors is a boutique financial services firm that provides valuation services to clients across all industries. The company is headquartered in Southern California, with professionals across the country. We are currently seeking a Data Coordinator to support the firm’s production team with administration and coordination of client development and delivery processes. Our ideal candidate is client service oriented, excels at project management, and has strong ownership and attention to detail. Successful candidates will have advanced knowledge of PowerPoint, Excel, Word and customer relationship database tools (e.g., Salesforce).

Job Details

Salary: Annual salary commensurate with experience
Job Type: Full-time (temp to hire), Remote, San Diego based

Job Responsibilities

Primary responsibilities will include the following:

Salesforce data management

  • Data management: Maintain efficacy and viability of company’s salesforce database. Take ownership of:
    • Entering the data for new and prospective clients into Salesforce
    • Ensuring accuracy and integrity of data
    • Correcting errors in the database
    • Continuously monitoring for data integrity and accuracy
    • Proactively seeking out missing information (either independently or with a senior team member)
    • Raising issues or concerns with data to the production team duties as needed.
  • Reporting: populate pre-established reports and circulate with the team as per the firm’s operating cadence

Contract management

  • Creating engagement letters and contracts; tracking proposals; and maintaining contract files
  • Utilizing DocuSign for contract management
  • Updating Salesforce and coordinating the updates with accounting department

Lead generation process

  • Assist with execution of client delivery campaigns, including triggering execution of Outreach and Constant Contact campaigns etc.
  • Support the executive team in Client Development initiatives (e.g., identifying potential leads via LinkedIn Sales Navigator recommendations)
  • Maintain Outlook contacts (by creating “vCards”) as new contacts are identified, and new leads received
  • Assist with creation & distribution of content to contact network

Additional support activities

  • Assist with event planning, including list maintenance, invitations, tracking RSVP’s
  • Provide support as needed for office management and other tasks (e.g., scoping calls with Production team)
  • As needed coverage for Executive Assistant to support the firm’s CEO, Managing Directors and Managers with professional and personal administrative matters.

Requirements

  • Associates Degree and above
  • Minimum of two years of Salesforce experience and/or data entry
  • Minimum of three years of office experience
  • Strong analytical and problem-solving skills
  • Knowledge of software packages including MS Word, Excel, and PowerPoint, Outlook
  • Excellent written and verbal communication skills
  • Experience working with diverse teams
  • Interest in growing with the company
  • Reliable vehicle and valid driver’s license

Candidate Qualities

The ideal candidate will bring the following qualities and experiences to the position:

  • Superb attention to detail and organization skills
  • Ownership mindset (takes full ownership of his/her job responsibilities)
  • Proactive problem solver who is not afraid to raise issues with the team as they arise
  • Intellectually curious
  • Self – motivated
  • Solutions oriented
  • Strong written/oral communications

Qualified candidates will be expected to have excellent time management and communication skills to work with partners and firm staff on a variety of projects with varying deadlines. Our firm offers competitive compensation and benefits in a fast-paced, close-knit professional environment.

Benefits (when qualified)

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule

  • Minimum of 40 hours per week, hours may vary
  • Primarily Monday to Friday and weekend coverage as needed

Work Location

Remote with occasional driving