Responsibilities
- Review and enrich all new client account records created in the firm’s Salesforce CRM system
- Comb through data on account records to ensure key fields are populated (e.g. company group, relationship, website, client operations, industry/sub-industry, entity type, address, etc)
- Research and update Salesforce contact records to display current company, title and contact information
- Merge data records when duplicates are found in the system
- Review and update contacts that are sync over from Outlook meetings to Salesforce that have no matching email domain – research and added to the appropriate company record or create new company record
- Review and update meetings synced over from Outlook to Salesforce to confirm they are tied to the correct company record
- Review the ERM data quality manager tool to push new contacts/companies from lawyer emails to Salesforce
- Review relationship record creations and scores are accurate in Salesforce based on a comparison to ERM tool
Job Requirements:
- Bachelor’s Degree required in Accounting, Finance or Business Administration
- 0 – 3 years’ experience in data entry
- Freshers from any stream may apply
- Smart
- Reliable
- Independent
Working hours – US shifts – 6:30pm to 3:30am
Salary Package – Rs. 2,00,000/- to Rs. 3,50,000/- per annum
zionhrconsultancy.com 