Data and CRM Specialist

Job Summary

A company is looking for a Data and CRM Specialist.

Key Responsibilities

• Perform advanced data manipulation and cleaning in Excel to maintain and improve data accuracy
• Manage and maintain client and loan records within CRM platforms, ensuring data is current and accurate
• Consolidate and reconcile data from multiple sources for reporting and system input

Qualifications

• Expert-level Microsoft Excel skills
• Proven experience with Salesforce, HubSpot, or comparable CRM platforms
• Salesforce Certified Administrator preferred
• Familiarity with AI-powered tools and automation platforms
• Ability to work independently and remotely with reliable internet and home office setup