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Job Description
The CRM Data Clean-up and Data Entry Specialist plays a critical role in maintaining the integrity and accuracy of customer relationship management (CRM) data. This position ensures that applicant and lead data is complete, accurate, and properly integrated across systems. The role requires strong attention to detail, problem-solving skills, and the ability to manage large volumes of data efficiently. You will collaborate with internal teams to troubleshoot issues, execute data correction processes, and support integrations that enhance the customer journey.
Responsibilities
Job Description
The CRM Data Clean-up and Data Entry Specialist plays a critical role in maintaining the integrity and accuracy of customer relationship management (CRM) data. This position ensures that applicant and lead data is complete, accurate, and properly integrated across systems. The role requires strong attention to detail, problem-solving skills, and the ability to manage large volumes of data efficiently. You will collaborate with internal teams to troubleshoot issues, execute data correction processes, and support integrations that enhance the customer journey.
Responsibilities
- Provide technical support to department users of the CRM system.
- Troubleshoot issues related to applicant records and applications, delivering timely solutions.
- Consult with enterprise and admissions staff on CRM integrations.
- Review reports to confirm applications are moving through integrations successfully.
- Identify missing data in applications, update records manually or via bulk uploads, and ensure proper system flow.
- Perform weekly manual reporting and data management for non-integrated areas.
- Merge duplicate person accounts and bulk update applicant lead accounts for data correction.
- Execute semi-automated processes to update subsidiary data in secondary systems.
- Experience: 2 years in data entry, CRM management, or related role.
- Education: Associate’s or Bachelor’s degree preferred in Business, IT, or related field.
- Strong data analysis and accuracy skills.
- High attention to detail and precision.
- Ability to manage disparate data sources effectively.
- Fast and accurate data entry capabilities.
- Familiarity with compliance and data privacy standards.
- Problem-solving aptitude.
- Basic programming or database query skills (preferred).
- Adaptability in a dynamic environment.
- Ability to follow detailed instructions and processes.
- Strong organizational and time management skills.
- Experience with higher education admissions processes and CRM systems.
- Knowledge of student applicant journey mapping.