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Pipeline Coordinator (CRM & Compliance Support)

Job Overview 

Our client is seeking a Pipeline Coordinator to support their Operations team by  maintaining accurate records, organizing documentation, and ensuring all active deals are properly tracked in the company’s CRM.

This role is primarily execution-focused and involves data entry, document organization, and email-based follow-ups. The Pipeline Coordinator will work closely with internal team members and external partners to request, collect, label, and log required documentation while keeping CRM records accurate and up to date.

This position is well suited for candidates with experience in administrative support, operations, or CRM/data entry roles who are highly organized, detail-oriented, and comfortable handling repetitive tasks with accuracy.

Schedule: Monday–Friday, 8:00 AM – 5:00 PM (1-hour unpaid lunch break)
Total Weekly Hours: 40 Hours
Client Timezone: California Time

Independent Contractor Perks:

  • HMO coverage (eligible locations)
  • Permanent work-from-home setup
  • Immediate hiring

Key Responsibilities:

  • Maintain and update active deal records in the company’s CRM, following
    established processes and guidelines
  • Create new deal entries by entering required information from signed
    representation or transaction documents
  • Review CRM records on a scheduled basis to identify missing documents or
    required updates
  • Request and collect documentation from brokers or partners primarily via email
  • Review incoming documents for completeness and accuracy before uploading and
    labeling them in the system
  • Track deal progress through defined pipeline stages and ensure required
    documentation is logged at each stage
  • Coordinate with internal Operations and Compliance team memberss by flagging
    missing or incomplete information when needed
  • Ensure all records remain organized, accurate, and compliant with internal procedures

Requirements:

  • Experience in administrative, operations, data entry, or CRM-based roles
  • Strong written and verbal English communication skills (client-facing)
  • Excellent attention to detail and ability to manage repetitive, accuracy-driven tasks
  • Comfortable working with CRM systems (Salesforce experience is a plus but not
    required)
  • Proficient with standard computer tools and office applications
  • Highly organized, reliable, and able to follow established processes consistently
  • Comfortable handling a large volume of records in a structured, repeatable
    workflow
  • Real estate experience is a plus but not required.

Side Note: Since this is a permanent work-from-home position and the arrangement is that of an “Independent Contractor,” the selected candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Reminder
Apply directly to the link provided; you will be redirected to BruntWork’s Career Site. You must apply using the said link to complete the initial requirements, which includes pre-screening assessment questions, technical check of your computer, and voice recording.
APPLICATIONS WITH COMPLETE REQUIREMENTS WILL BE PRIORITIZED.

Pipeline Coordinator (CRM & Compliance Support)

Job Category

Customer Support

Job Type

Full Time (35 hours or more per week)

Work Schedule and Timezone

California

Published on

Feb 17 2026