Data Entry Assistant ID-11167

Tasks required:

  • Produce statements for our clients using excel
  • Produce customer scorecards by finding and entering specific data points from a range of sources including Google AdWords, SharpSpring, Hubspot, LinkedIn, into a spreadsheet and making sure the information entered is accurate
  • Maintain database by entering new and updated lead and account information found principally on LinkedIn
  • Prepare excel spreadsheets for upload into CRM (e.g. SharpSpring, Hubspot) by compiling and sorting information
  • Verify entered lead and account data by reviewing, correcting, deleting, or reentering data
  • Combine data from multiple systems to spot incomplete data
  • Purge files to eliminate duplication of data
  • Maintain operations by following policies and procedures and reporting needed changes
  • Maintain customer confidence and protect operations by keeping information confidential
  • Set up eDMs in a marketing automation platform (e.g. SharpSpring, HubSpot)
  • Build automated workflows and data manipulation on the platform
  • Other ad hoc tasks to be assigned

 

Requirements:

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  • Proven work experience as a Data Entry Assistant or relevant role is required
  • Knowledge of entering and managing client information in a CRM (e.g. HubSpot, SharpSpring, Marketo or Salesforce)
  • Knowledge in using LinkedIn Sales Navigator is a plus
  • Working knowledge of relevant computer programs (e.g. MS Office)
  • Ability to multitask, prioritize and manage time effectively
  • Great attention to detail and in following instructions
  • Self-disciplined, organized, efficient, and able to work with limited supervision

 

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Data Entry Assistant ID-11167