Prepare and distribute client contracts using DocuSign, maintain accurate client and contract records in Salesforce and internal systems, review PDF documents with Adobe tools, track contract completion, identify missing or inconsistent information, and support administrative operations remotely while handling sensitive data responsibly.
This is a remote position.
Our client is looking for a Data Entry to support their administrative and contract operations. They are an established real estate services firm specializing in property tax assessment appeals, with decades of experience helping property owners achieve significant tax reductions and refunds.
This position is ideal for a highly organized and detail-oriented professional with strong experience managing contracts, maintaining accurate records, and working with digital document and CRM platforms. The successful candidate will play an important role in preparing and distributing contracts while ensuring information is accurately maintained across the company's systems.
- Prepare, create, and send contracts to clients using DocuSign.
- Manage contract documentation throughout the administrative process.
- Enter, review, and maintain accurate client and contract information.
- Track contract status and ensure documentation is properly completed and organized.
- Maintain accurate records within Salesforce and other internal systems.
- Review documents for completeness, accuracy, and consistency before distribution.
- Work with Adobe tools to review, organize, and manage PDF documents.
- Update client and contract information as needed.
- Maintain organized digital records and documentation.
- Handle sensitive client and contractual information with discretion.
- Follow established internal procedures for contract creation, distribution, tracking, and data management.
- Support general administrative and operational tasks related to contracts and client records.
- Identify missing or inconsistent information and follow up as needed to keep records accurate and complete.
Requirements
- Previous experience in data entry, administrative support, document processing, contract administration, or a similar role.
- Strong hands-on experience using DocuSign.
- Experience creating, preparing, and sending contracts or similar documents.
- Experience using Salesforce or a comparable CRM.
- Experience working with Adobe Acrobat or similar PDF management software.
- Excellent data-entry accuracy and attention to detail.
- Strong organizational and time-management skills.
- Ability to manage multiple documents and records simultaneously.
- Ability to follow established processes and instructions consistently.
- Comfortable working independently in a remote environment.
- Strong written communication skills.
- Ability to work with confidential or sensitive information responsibly.
- Reliable internet connection and appropriate remote working environment.
- Previous experience in a data-heavy administrative position.
- Experience maintaining CRM records, databases, or client information.
- Familiarity with contract and document management processes.
- Strong computer and digital-platform skills.
- Ability to identify errors, inconsistencies, and missing information.
- Comfortable performing repetitive and detail-oriented tasks while maintaining accuracy.
- Experience supporting U.S.-based companies or clients is preferred.
- Previous exposure to real estate, property management, legal services, financial services, or another documentation-heavy industry is a plus.
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