Customer Data Integrity Specialist

Position Summary:

The Customer Data Integrity Specialist plays a critical role in maintaining the accuracy and integrity of customer data throughout the full account lifecycle—from onboarding to deboarding. This role ensures that new accounts are accurately set up and maintained, and that terminated accounts are closed properly and compliantly. In addition, the specialist supports broader data integrity projects across departments, ensuring seamless customer experience for both legacy and acquired customers.

Key Responsibilities:

• New Account Setup (Digital & Paper):
  • Review SAs (Service Agreements) submitted via Salesforce or Email for completeness and accuracy.
  • Initiate and complete account setup within ADDs, Salesforce and other internal systems.
  • Process paper RSAs with a high degree of accuracy, ensuring timely setup of new accounts.
• Cross Department Communication:
  • Communicate clearly and professionally with Sales and Operations teams to resolve missing or inaccurate RSA information.
  • Collaborate with the Credit team on reinstatement of accounts previously closed for credit-related reasons.
  • Ensure accuracy of existing account information by regularly updating records based on data received from other teams.
• Account Termination (Deboarding):
  • Process account terminations, including:
    • Removing payment information.
    • Updating or removing tank information, for customer owned equipment.
    • Processing refund requests for closed accounts from OSR team or Inactive Account Cleanup Projects with credit balances.
• Data Accuracy & Maintenance:
  • Maintain and update customer records to ensure data accuracy across all systems.
  • Participate in cleanup and data integrity projects through internal audits.
  • Manage acquisition accounts, including adding new accounts, updating existing information, and processing terminations.
• Cross-Functional Projects:
  • Work with Customer Service, Service, and other internal teams on projects involving legacy and acquisition account cleanup and data validation.

Qualifications:

• Proven experience in a data-focused administrative or operations support role.
• Proficiency working across multiple systems and platforms, especially Salesforce or similar CRMs.
• Exceptional attention to detail with a high level of accuracy in data entry and review.
• Strong verbal and written communication skills; ability to explain issues clearly and professionally.
• Comfortable working independently as well as collaboratively across departments.
• Experience in utilities, HVAC, or service-related industries a plus.

Skills & Attributes:

• High attention to detail and organizational skills.
• Tech-savvy; comfortable learning and navigating multiple platforms.
• Professional, customer-focused communication style.
• An analytical thinker who takes the initiative to identify and resolve discrepancies.
• Adaptable and able to manage shifting priorities and timelines