Client Data Entry Associate

DMC Strategic IT•Gold Canyon, AZ

1d•$19 - $24

About The Position

We are seeking a detail-oriented and organized Client Data Entry Associate to join our team. In this role, you will be responsible for managing and maintaining accurate client data within our systems, ensuring that all information is up-to-date and properly entered. This position plays a key role in supporting client relationships by ensuring the accuracy of data related to client interactions, projects, and billing.

Requirements

Technical Skills : Proficiency with data entry software, CRM systems (e.g., Salesforce, HubSpot), Microsoft Excel, and other data management tools.
Attention to Detail : High level of accuracy and attention to detail in data entry and verification.
Organizational Skill s: Ability to manage multiple data entry tasks, prioritize work, and meet deadlines.
Communication : Clear written and verbal communication skills to collaborate with internal teams and handle client information.
Problem-Solving : Ability to identify and resolve discrepancies in client data, billing information, and project records.

Responsibilities

Client Data Management
Enter and update client information, including contact details, project specifications, and service agreements, in the CRM system or database.
Ensure all client data is accurate, complete, and maintained in accordance with company standards and compliance policies.
Project Data Entry
Record details of consulting projects such as timelines, deliverables, milestones, and status updates.
Track project progress and update data regularly to reflect ongoing work with clients.
Billing and Invoicing Support
Input billing details, including service charges, consulting hours, and project expenses, to ensure accurate invoicing and payment tracking.
Collaborate with the finance department to resolve discrepancies in client billing information.
Client Interaction Records
Enter notes from client meetings, calls, and other communications into the system to keep an accurate record of interactions and client needs.
Ensure that any changes in client requirements are updated promptly in the database.
Data Verification and Quality Control
Regularly audit and verify the accuracy of client data, ensuring compliance with IT consulting and legal standards.
Conduct data quality checks to remove duplicates, correct errors, and maintain clean records.
Report Generation
Generate and compile reports from client data, summarizing project progress, resource allocation, and financials as needed for internal teams or client presentations.
System Maintenance and Updates
Assist in maintaining and updating the CRM or data management systems, ensuring efficient operation and accuracy of client data across the organization.