Overview
CRM Data Specialist Jobs in San Francisco, CA at Andersen
Full Job Description
The Firm:
At Andersen, we don’t just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You’ll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that’s not all; we’re more than just a company; we’re a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let’s write the story of your success!
The Role:
The CRM Data Specialist will be responsible for managing the data entry and quality within Andersen’s CRM including: data entry, routine reporting, research, cleansing, and de-duplication. Additionally, the CRM Data Specialist will be tasked with establishing quality expectations and enforcing standards and best practices. This is an ideal role for someone with excellent organizational skills and attention to detail who is looking for an opportunity to develop their skills and experience with a premier professional services firm. The CRM Data Specialist will be a member of the global Marketing group.
High-level duties:
Enter and validate accounts, contacts, activities, opportunities, experience, and other client information.
Follow data quality rules and processes to remove duplicate data, cleanse inaccurate data, standardize data entries, and schedule data analysis reports.
Gather and analyze data from various sources to identify trends, patterns and insights.
Perform daily CRM maintenance and project-based tasks, including resolving data issues, running data quality searches taking additional external research steps as needed.
Monitor users’ new and amended contact records to ensure data quality.
Collaborate with cross-functional team to establish and enforce data quality standards to ensure accuracy and consistency.
Identify data discrepancies and perform root cause analyses of issues and ensure remediation according to data management policies and standards.
Conduct thorough research on a wide range of data points and communicate findings through standard ad hoc reports.
Develop and maintain dashboards for monitoring key performance indicators (KPIs).
Maintain files and logs in accordance with established procedures.
Interact and assist Marketing team with data input supporting our global CRM and provide regular updates on project status/completion.
Develop, implement, and maintain data quality processes, training, and reference materials.
Maintain and update all CRM user guidelines and resources.
Compensation and Benefits
Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on i…
Title: CRM Data Specialist
Company: Andersen
Location: San Francisco, CA
Category:
