The Firm

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory.

We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration.

Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best.

Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

The Role

The CRM Data Specialist will be responsible for managing the data entry and quality within Andersen’s CRM including : data entry, routine reporting, research, cleansing, and de-duplication.

Additionally, the CRM Data Specialist will be tasked with establishing quality expectations and enforcing standards and best practices.

This is an ideal role for someone with excellent organizational skills and attention to detail who is looking for an opportunity to develop their skills and experience with a premier professional services firm.

The CRM Data Specialist will be a member of the global Marketing group.

High-level duties :

• Enter and validate accounts, contacts, activities, opportunities, experience, and other client information.
• Follow data quality rules and processes to remove duplicate data, cleanse inaccurate data, standardize data entries, and schedule data analysis reports.
• Gather and analyze data from various sources to identify trends, patterns and insights.
• Perform daily CRM maintenance and project-based tasks, including resolving data issues, running data quality searches taking additional external research steps as needed.
• Monitor users’ new and amended contact records to ensure data quality.
• Collaborate with cross-functional team to establish and enforce data quality standards to ensure accuracy and consistency.
• Identify data discrepancies and perform root cause analyses of issues and ensure remediation according to data management policies and standards.
• Conduct thorough research on a wide range of data points and communicate findings through standard ad hoc reports.
• Develop and maintain dashboards for monitoring key performance indicators (KPIs).
• Maintain files and logs in accordance with established procedures.
• Interact and assist Marketing team with data input supporting our global CRM and provide regular updates on project status / completion.
• Develop, implement, and maintain data quality processes, training, and reference materials.
• Maintain and update all CRM user guidelines and resources.

Compensation and Benefits

Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines.

For individuals hired to work in San Francisco, the expected salary range for this role is $71,800 to $88,100; the actual salary offer can vary based upon employee qualifications.

Benefits : Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire.

We offer paid time off, beginning at 160 hours annually and provide twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit .

Compensation : In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a discretionary long-term cash incentive program, and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.

The Requirements

• 2 years’ experience in data entry and collecting and compiling datasets from disparate data sources into the required data structure.
• 2 years’ experience with Customer Relationship Management (CRM) databases, preferably in .
• Strong analytical and problem-solving skills with ability to derive connections and synthesize information and facts as well as uncover insights that will help drive business growth.
• Able to keep current with new developments, master new technologies, and adapt to change.
• Capable of translating user requirements to technical specifications.
• Detail oriented with strong written and verbal communication skills.
• Able to multi-task, prioritize workload, meet deadlines, and provide a high-level of customer service.
• Team player with strong communication skills with the ability to convey complex findings to non-technical stakeholders.
• Able to manage confidential information in a reliable manner.
• Available to work overtime, as needed.

Applicants must be currently authorized to work in the United States on a full-time basis.

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex / gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations.

All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws.

Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

Last updated : 2024-05-12