CRM Senior Specialist
CBIZ•Indianapolis, IN
•Hybrid
About The Position
As a member of the Central Region CRM Team, you will play a crucial role in processing, updating, and maintaining accurate client data within our various systems. This position requires meticulous attention to detail, strong organizational skills, and superior ability to use multiple platforms at once.
Requirements
- High School Diploma or GED required
- At least 3 years of accounting experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Nice To Haves
- Associate's degree
- Excellent typing skills with a strong attention to detail and problem-solving capability
- Ability to perform repetitive tasks with accuracy
- Ability to read, understand, and follow verbal and written instructions
- Strong communication skills, both verbal and written
- Ability to work independently with minimal supervision
- Superior ability to work in multiple programs at once for data input and retrieval
- Proficiency in Microsoft office software such as: Word, Excel, & OneNote
- Familiarity with CRM systems such as Oracle, Salesforce, CCH, or Epic
- Strong organizational and multitasking abilities in order to manage large volumes of information
- A positive attitude and ability to learn quickly with a willingness to take on new instructions and guidelines
Responsibilities
- Accurately input client information, create jobs, and update/maintain client data in multiple software programs
- Verify data for accuracy and completeness
- Identify errors in the data received
- Follow company best practices and naming conventions in regard to data handling
- Communicate effectively (written & verbal) with team members to ensure accuracy and consistency
- Follow established procedures for routine work; receives specific instruction on non-routine work
- Intake (Salesforce & Amelio)
- Data cleanup projects in Salesforce and/or spreadsheets
- Salesforce data updates as needed
- Adding Salesforce Affiliates backup
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What This Job Offers
Career Level
Senior
Education Level
High school or GED
