HonorVet Technologies
CRM Data CleanUp Specialist
HonorVet Technologies - Lake Zurich, Illinois, United States, 60047
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Overview
CRM Data Cleanup Specialist
Job Title:
CRM Data Cleanup Specialist Location:
Lake Zurich, IL 60047, USA Duration:
3+ months Contract (Extendable) 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 Minimum of 3 years of experience Physical Requirements: Sedentary 100% of the time, sitting in one location for long periods of time Technical Skills Required for This Position: Attention to detail and the ability to follow instructions are required skills. Proficiency using Excel is required. Experience with data cleanup/review, CRM and lead generation platforms is desired.
Job Title:
CRM Data Cleanup Specialist Location:
Lake Zurich, IL 60047, USA Duration:
3+ months Contract (Extendable) 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 Minimum of 3 years of experience Physical Requirements: Sedentary 100% of the time, sitting in one location for long periods of time Technical Skills Required for This Position: Attention to detail and the ability to follow instructions are required skills. Proficiency using Excel is required. Experience with data cleanup/review, CRM and lead generation platforms is desired.