Responsibilities
CRM Data Management
Audit CRM records (Zoho / HubSpot / Salesforce) for accuracy, completeness, and duplication.
Enrich contact and company records using AI research tools.
Identify, merge, or remove duplicate records; keep duplicate rate below 2%.
Maintain CRM data completeness above 95%.
Data Modeling & Segmentation
Build segmentation models for target accounts by industry, geography, and size.
Build and maintain the lead scoring model; update it quarterly.
Apply data criteria for Tier 1 / Tier 2 / Tier 3 account classification, based on inputs from the Research Analyst.
Automation & AI Workflows
Automate repetitive data collection and data-entry tasks using Python and AI tools (ChatGPT, Perplexity, Claude, NotebookLM).
Build or maintain integrations that pull data from LinkedIn Sales Navigator, company websites, and public registries into the CRM.
Ship at least 2 automation improvements per quarter that measurably cut manual research or data-entry time.
Dashboards & Reporting
Build and maintain Power BI or Tableau dashboards for CRM data quality, pipeline coverage, and market coverage.
Automate recurring data feeds for the monthly competitor intelligence report and quarterly market prospect report.
Prepare the underlying numbers, charts, and tables for industry reports and executive briefing notes (research and narrative stay with the Research Analyst/Manager).
Database & Infrastructure
Maintain master prospect and account databases across Australia, UK, USA, and current verticals as they are added (e.g., NDIS).
Structure data schemas used for account-based research and event target lists.
Keep data consistent across CRM, spreadsheets, and BI tools; no conflicting numbers across systems.
Cross-functional Support
Convert raw research output from the Research Analyst into structured, usable datasets.
Work with internal automation/IT teams to scale tools built for research and CRM workflows.
Pull and