Administrative & Data Coordinator
Position Overview
Sierra Forensic Group is seeking a highly organized, detail-oriented, and proactive Administrative & Data Coordinator to support the firm's daily administrative operations while ensuring the accuracy and integrity of our CRM and internal business systems.
This role combines executive administrative support with CRM and data management responsibilities. The ideal candidate is process-oriented, technology-savvy, and committed to maintaining organized systems, accurate data, and efficient business operations. This individual will play a key role in supporting leadership, maintaining operational consistency, and ensuring the firm's business systems remain accurate and up to date.
Primary Responsibilities
Administrative Support
- Provide executive and administrative support to leadership.
- Manage calendars and schedule meetings
- Maintain SharePoint and document organization.
- Assist with user accounts, software licenses, and system access.
- Administer professional licenses, certifications and renewals.
- Prepare, format, and distribute business documents and electronic signature requests.
- Support operational and administrative requests across the firm.
- Assist with onboarding coordination and training.
CRM Maintenance
- Maintain contact HubSpot data.
- Perform daily outbound communications through HubSpot and LinkedIn
- Monitor CRM communication and tasks through HubSpot and LinkedIn.
Qualifications
- 2-5 years of experience in administrative coordination, office administration, operations, or a similar role.
- 2-5 years of experience with HubSpot CRM (required)
- Professional proficiency in English (C1 or equivalent),
- Proficiency with Microsoft 365, including Outlook, Excel, Word, Teams, and SharePoint.
- Strong organizational and time management skills.
- Exceptional attention to detail and commitment to data accuracy.
- Strong analytical and problem-solving skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional written and verbal communication skills.
Key Competencies
- Organization & Planning
- Attention to Detail
- Process-Oriented Mindset
- Time Management
- Accountability
- Initiative
- Adaptability
- Collaboration
- Confidentiality
- Technology Proficiency
Success Metrics
Administrative Support
- Administrative processes executed consistently and in accordance with company procedures.
- Meetings scheduled, coordinated, and documented efficiently.
- SharePoint and internal documentation maintained in an organized and up-to-date manner.
- User accounts, software access, licenses, and certifications maintained accurately.
- Onboarding activities are completed on schedule.
- Repond communication / 24hrs
CRM Maintenance
- HubSpot contact records maintained with 98%+ data accuracy.
- Outbound communications executed according to assigned workflows and schedules.
- HubSpot tasks and LinkedIn follow-ups completed by their due dates.
Equipment Requirements:
- Computer with at least 8GB RAM, Intel i5/AMD Ryzen 5 processor or higher
- Minimum internet speed of 100 Mbps upload and download (preferred: 150 Mbps or higher for best performance)
- Noise-canceling headset with extended mic and webcam
- Backup computer and internet connection
Workspace Requirements:
- Quiet and dedicated enclosed workspace for professional work and client calls
Why Join Us?
- Competitive monthly compensation
- Opportunities for long-term growth and learning
- Supportive and professional team environment
- 100% remote work
Competitive net monthly compensation in the range of USD 1,300 – 1,600 (Based on experience)
Skills Required
- 2-5 years of experience in administrative coordination, office administration, operations, or a similar role
- 2-5 years of experience with HubSpot CRM
- Professional proficiency in English at C1 level or equivalent
- Proficiency with Microsoft 365, including Outlook, Excel, Word, Teams, and SharePoint
- Strong organizational and time management skills
- Exceptional attention to detail and commitment to data accuracy
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Professional written and verbal communication skills
- Computer with at least 8GB RAM and Intel i5 or AMD Ryzen 5 processor or higher
- Internet connection with minimum 100 Mbps upload and download speeds
- Noise-canceling headset with extended microphone and webcam
- Backup computer and internet connection
- Quiet, dedicated enclosed workspace
What We Do
Sierra Forensic Group (SFG) is a Chicago-headquartered boutique advisory firm providing forensic accounting, financial investigations, compliance, tax, litigation support, dispute consulting, and entrepreneur services. The firm serves organizations, law firms, government agencies, boards, and individuals worldwide, helping clients investigate financial misconduct, resolve disputes, strengthen compliance programs, manage tax risk, and protect enterprise value through independent, technology-enabled analysis.
