We are seeking an organized individual to keep our customer relationship management (CRM) system clean and current. This role supports sales and customer success teams.
Key duties: - Enter new contact records including name, job title, company, email, phone number, and source. - Add interaction logs: call notes, email summaries, and meeting dates. - Merge duplicate contact or account records using CRM merge tools. - Remove outdated or unsubscribed contacts from active marketing lists. - Assign followup tasks to the correct sales representative based on territory rules. - Run monthly data completeness reports and fill missing key fields. - Update lead statuses (new, contacted, qualified, lost) as instructed by team leads.
Job ID: 84423810
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