Data Compliance Specialist II

Mesa Energy Systems•Irvine, CA

2d•Onsite

About The Position

This position performs advanced customer and site data management functions while ensuring compliance with company standards and procedures. The Data Compliance Specialist II serves as a resource for customer account structures, supports data quality initiatives, and helps resolve complex customer, site, billing, and hierarchy discrepancies across branches and departments. The role includes processing complex customer and site setup requests, analyzing account structures, researching and resolving data discrepancies, and supporting audits and record-consolidation efforts. The specialist also helps improve data-entry procedures and quality controls, advises branch personnel on data standards, monitors request queues, assists with reporting, and provides onboarding and process training to new team members as needed. Other duties may be assigned.

Requirements

High school diploma or GED required.
At least 3 years of administrative, customer master data, contract administration, service operations, billing, or related experience.
Strong understanding of customer account setup, customer hierarchy, and data maintenance processes.
Strong analytical, research, and problem-solving skills.
Excellent oral and written communication skills, including the ability to work cross-functionally with multiple departments.
Intermediate to advanced working knowledge of Microsoft Office applications, including Excel and Outlook.
Ability to work independently and make decisions within established guidelines.

Nice To Haves

Associate degree preferred.
HVAC, service operations, billing, or contract administration experience is a plus.

Responsibilities

Perform all duties of the Data Compliance Specialist I position.
Review and process complex customer and site setup requests that require additional research or validation.
Analyze customer account structures for alignment with company data standards and procedures.
Research and resolve customer, billing, service location, contact, and hierarchy discrepancies.
Identify duplicate customer or location records and assist with consolidating them while preserving data integrity.
Support routine audits of customer and location records to identify inaccuracies, missing information, or inconsistent naming conventions.
Assist in developing, documenting, and improving data-entry procedures and quality-control measures.
Provide guidance to branch personnel on customer setup requirements, account structures, and data standards.
Monitor request queues and help prioritize work to support timely completion of branch requests.
Generate or assist with reports on request volume, data accuracy, open items, and cleanup initiatives.
Provide onboarding support and process training to new team members as needed.
Perform other duties as assigned.