Customer Account Data Validation Specialist

Job Summary

A company is looking for a Customer Account Data Validation Specialist to work remotely.

Key Responsibilities

• Review and validate customer accounts in CRM and Axapta for accuracy
• Confirm presence and accuracy of tax ID information for each account
• Conduct professional outreach to customers to request W-9 forms for missing tax IDs

Required Qualifications

• High School diploma or equivalent
• Experience working with CRM systems (Microsoft Dynamics preferred)
• Financial customer relations experience
• Ability to manage confidential information responsibly
• Familiarity with ERP systems is a plus