CRM Data Cleanup Specialist

CRM Data Cleanup Specialist

Posted 2 weeks ago by 1751374288

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Negotiable
Outside
Remote
USA
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Constituent Relationship Management Customer Relationship Management (CRM) Software Data Integrity Salesforce

Summary: The CRM Data Cleanup Specialist is tasked with executing the Salesforce Cleanup project to ensure the organization and integrity of CRM data. This role involves cleaning up leads, contacts, and opportunities while collaborating with various departments to maintain compliance with company standards. The specialist must systematically review data and update information as necessary. A strong attention to detail and familiarity with Salesforce CRM is essential for success in this position.

Key Responsibilities:

  • Lead Cleanup: Review and remove invalid entries, verify and update remaining leads using external sources. Identify and address duplicate lead and contact records.
  • Contact Cleanup: Verify and update contact information, designate contacts as active or inactive based on relevance.
  • Opportunity Cleanup: Ensure opportunities are accurate and complete.

Key Skills:

  • Ability to systematically review and analyze lead data to identify invalid entries and update missing information.
  • Meticulous in verifying and updating information to ensure accuracy.
  • Basic training and familiarity with Salesforce CRM and lead generation tools.

Salary (Rate): undetermined

City: Lake Zurich

Country: USA

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Hello,

Position: CRM Data Cleanup Specialist

Location: Lake Zurich ,IL (Remote)

Only local candidates and w2 role only

Job Description:

The CRM data cleanup specialist is responsible for executing the Salesforce Cleanup project to ensure the accurate, effective, and efficient organization of our CRM data. This position involves the cleanup of leads, contacts, and opportunities, ensuring data integrity and completeness. The specialist will work closely with the marketing, sales, and IT application departments to verify and update information, ensuring compliance with company policies and standards.

PRINCIPAL ACTIVITIES PERFORMED BY THE INCUMBENT:

  • Lead Cleanup: Review and remove invalid entries, verify and update remaining leads using external sources. Identify and address duplicate lead and contact records.
  • Contact Cleanup: Verify and update contact information, designate contacts as active or inactive based on relevance.
  • Opportunity Cleanup: Ensure opportunities are accurate and complete.

REQUIREMENTS:

  • Ability to systematically review and analyze lead data to identify invalid entries and update missing information.
  • Meticulous in verifying and updating information to ensure accuracy.
  • Basic training and familiarity with Salesforce CRM and lead generation tools.

MINIMUM LEVEL OF EDUCATION REQUIRED FOR POSITION: High School Diploma or GED

YEARS OF EXPERIENCE: Minimum of 3 years of experience

PHYSICAL REQUIREMENTS: Sedentary 100% of the time, sitting in one location for long periods of time

Thanks&Regards

David(Vamsi)

Chicago, Atlanta, Hyderabad&Vizag /

* 114 |

Email :

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