Job Description This is a remote position. Work Schedule: Monday-Friday; 4:00PM-8:00PM Sarasota, FL We’re looking for a detail-obsessed, highly organized Data Entry & Reporting Specialist who thrives in a dynamic, fast-paced remote environment. You’ll play a pivotal role in both client-facing and internal company data management, ensuring the integrity, accuracy, and timeliness of information across multiple platforms. If you take pride in delivering clean, reliable data and enjoying working independently toward clear goals, this opportunity is designed for you. What You’ll Do: Client Reporting Resposibilities: ● Log into client platforms and manually pull the required reports and data. ● Accurately enter, format, and update client data into internal scorecards and databases. ● Cross-verify client data to maintain 100% accuracy and confidentiality. ● Complete client-related tasks within established SLA (Service Level Agreement) timelines. ● Communicate missing data, errors, or outliers to internal stakeholders immediately. Internal Reporting Responsibilities: ● Aggregate, validate, and standardize company data across Sales, Operations, and Finance. ● Maintain and update internal dashboards, KPIs, and departmental scorecards. ● Identify anomalies in internal reports and proactively escalate them. ● Participate in Operations L10 meetings as needed. General Responsibilities: ● Follow SOPs (Standard Operating Procedures) precisely and suggest improvements where appropriate. ● Maintain strict confidentiality across both client and internal datasets. ● Document task progress and outcomes within ClickUp and other internal systems. ● Own key deliverables known as “Rocks” — measurable quarterly objectives aligned with company priorities. Measurables You’ll Be Evaluated On ● 98 %+ accuracy rate on weekly audits. ● 100% of tasks completed on or before SLA deadlines. ● Completion time within +15% of benchmarked durations. ● 100% immediate escalation of anomalies or outliers. ● Zero NDA breaches and 100% confidentiality compliance. ● 100% documentation of task notes, including sensitive data logs. ● 100% attendance and contribution to required internal meetings. ● Consistent, reliable performance week-over-week. ● At least one SOP improvement suggestion per quarter (optional but encouraged). Rock Bonus Program We don’t believe in working hard without recognition. You’ll be eligible to earn a $200 bonus per quarter for each Rock (key goal) completed on time and aligned with company priorities. You help us move the needle – we help you grow your wallet. Requirements What We’re Looking For ● 2+ years of experience in data entry, reporting, or operations support roles. ● Strong experience with CRM platforms (HubSpot preferred), ClickUp, 90.io, Google Sheets, and Excel. ● Exceptional attention to detail and ability to follow complex SOPs independently. ● Strong written and verbal communication skills in English. ● Comfortable handling confidential client and financial information securely. ● Highly organized, self-driven, and deadline-focused. Requirements 2+ years of experience in data entry, reporting, or operations support roles. ● Strong experience with CRM platforms (HubSpot preferred), ClickUp, 90.io, Google Sheets, and Excel. ● Exceptional attention to detail and ability to follow complex SOPs independently. ● Strong written and verbal communication skills in English. ● Comfortable handling confidential client and financial information securely. ● Highly organized, self-driven, and deadline-focused.