Data Entry Specialist
2 weeks ago
Position Summary:
The Data Entry Specialist plays a crucial role in the client onboarding process by constructing customer instances based on the specifications and documentation provided by the Implementation team. This role involves a variety of tasks, including data intake, data entry, CRM management, and configuration of software settings. The ideal candidate will be highly organized, detail-oriented, and capable of working independently in a remote environment. Proficiency in English and experience with data manipulation and transcription are essential.
Job Details:
- Eastwood Libis, QC - can be remote after 3-6 months
- Shifting Schedule – to be determined by the Hiring Manager
- *Following PH Holidays
Responsibilities:
1. Data Intake:
- Receive and process customer work from the Implementation team.
- Ensure all necessary information is gathered to start the project.
2. Data Entry:
- Manipulate client-provided CSV files for software upload.
- Convert and/or transcribe documents into the software.
- Configure automation settings within the software.
- Set up and configure general profile and account settings.
- Transcribe email and/or SMS copy templates into our system.
- Build and customize proposal templates based on client needs.
- Configure "job board(s)" to client specifications.
- Populate information into design templates, including Instant Estimator collateral and About Us pages.
3. CRM Management:
- Utilize and maintain knowledge of Hubspot for project tracking and internal communication.
- Ensure all work is tracked and communicated back to the client-facing team through Hubspot.
Qualifications:
- Highly proficient in English.
- Proven experience in a back-office role with strong organizational skills.
- Ability to work remotely and independently without direct client interaction.
- Proficient in data entry tasks with strong attention to detail.
- Experience manipulating CSV files and working with document conversion/transcription.
- Familiarity with software automation settings and profile/account configurations.
- Strong written communication skills for transcribing email and/or SMS templates.
- Knowledge of Hubspot is beneficial.
- Ability to deliver projects on tight timelines while maintaining quality.
- Hard-working and self-motivated individual.
- Organized with excellent time-management skills.
- Ability to multitask and prioritize tasks effectively.
- Strong attention to detail and accuracy.
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