Responsibilities:
Help monitor and respond to inbound customer chat inquiries, routing as needed
Assist with completing basic customer/vendor forms (RFIs, ACH requests, etc.)
Support task management for Account Managers (e.g., out-of-office coverage)
Help manage account assignments by reviewing data (duplicates, geography, device counts)
Partner with Finance to assist with invoice requests and customer follow-ups
Assist in identifying and resolving duplicate Accounts and Contacts in Salesforce
Support cleanup of Opportunities (ownership, stages, close dates, and related records)
Update and maintain Account information, including billing details and key attributes
Help validate customer and sales data using Method (former CRM) when discrepancies arise
Learn how to evaluate sources of truth and document data updates
Document repeatable processes and data cleanup steps
Support ongoing data governance efforts
Participate in identifying opportunities to improve data quality and operational efficiency
Sales Operations Support
Salesforce Data Quality & Hygiene
Process Improvement & Learning
Required Skills:
- 2+ years experience with CRM platforms such as Salesforce is required
- Proficiency in Microsoft Excel and other business productivity tools
- Strong attention to detail and commitment to data accuracy
- Ability to manage multiple tasks and priorities in a fast-paced environment
- Comfortable handling inbound customer inquiries and providing timely support
- Proactive and self-motivated with the ability to work independently
- Strong problem-solving and research skills with the ability to find information and resolve issues efficiently
- Strong organizational skills and ability to follow documented processes
- Bachelor's degree in business administration, Communications, Marketing, or a related field
Compensation:
- This is a 3–6 month 1099 contract role, 30-40 hours per week with a possibility of converting to a full-time employee. The hourly compensation range is $25–$30, depending on experience.
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