CRM Data Coordinator

Segra

2d•$20 - $25•Onsite

About The Position

The CRM Data Coordinator maintains the accuracy and integrity of company, prospect, contact, and deal data across HubSpot and ServiceNow. The role serves as a key point of contact for CRM data requests from Sales and Marketing, ensuring records are entered correctly, duplicates are addressed, account relationships are maintained, and information flows accurately between systems. The position also supports administrative responsibilities and special projects.

Requirements

High school diploma or equivalent.
Basic familiarity with CRM platforms such as HubSpot, Salesforce, or ServiceNow.
Strong attention to detail and a high level of accuracy.
Proficiency with Microsoft Excel, Word, and Outlook.
Strong organizational and time-management skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong written and verbal communication skills.
Ability to work independently while collaborating effectively across departments.
Critical-thinking and problem-solving skills.
Willingness to learn new systems and processes.

Nice To Haves

Previous experience in data entry, order processing, customer service, telecommunications, or a related area.

Responsibilities

Process company and CRM data entry requests from Sales and Marketing.
Enter and maintain accurate company, prospect, contact, opportunity, and deal information in HubSpot and ServiceNow.
Verify new prospects against existing records to prevent duplicates.
Identify and clean up duplicate or inaccurate CRM records.
Maintain parent/child account relationships and correctly associate prospects, channel partners, vendors, and contacts.
Ensure company Rules of Engagement and assignment processes are followed.
Enter and maintain HubSpot deals to support accurate integration and data flow into ServiceNow.
Ensure deal, opportunity, and financial data is accurately entered and appropriately tagged.
Process bulk prospect and contact uploads.
Perform ongoing CRM data cleanup and resolve cross-system data issues.
Partner with IT Development on system, property, and process changes to help prevent data loss, duplication, or workflow issues.
Support administrative responsibilities and special projects as needed.