Responsibilities
- CRM Data Management & Bulk Processing:
- Execute list uploads and bulk data imports in accordance with approved governance standards
- Perform standardized data entry and record updates using defined naming conventions and field definitions
- Maintain strict adherence to data dictionaries and required field structures
- Ensure documentation of uploads and updates for audit and tracking purposes
- Data Quality & Deduplication:
- Conduct routine deduplication processes using established matching criteria
- Identify and escalate complex data integrity issues to the Sales Operations Supervisor
- Maintain data hygiene standards to ensure accurate pipeline, account, and contact reporting
- Support ongoing cleanup initiatives aligned to governance priorities
- Structured Data Enrichment:
- Execute enrichment workflows using approved third-party tools and structured intake processes
- Follow defined enrichment playbooks to maintain consistency in account, contact, and opportunity records
- Ensure enrichment updates align with standardized field definitions and taxonomy
- Governance & Playbook Execution:
- Conduct governance reviews using standardized checklists and review playbooks
- Validate required fields, stage progression criteria, and account/prospect completeness
- Support conflict checks, stage-gate validations, and other operational compliance processes as defined
- Escalate deviations from standards to the Sales Operations Supervisor
- Operational Reporting Support:
- Generate recurring operational reports aligned to Sales Operations metrics
- Validate data accuracy prior to report distribution
- Support dashboard maintenance by ensuring underlying data consistency
- Track adherence to governance standards and provide summary insights to supervisor
Requirements
- 2+ years experience in CRM administration, data operations, or sales operations support
- Experience working with structured data governance processes
- Proficiency in CRM systems (