CRM Specialist

3 weeks ago

Philippines MicroSourcing Full time

Overview

We are seeking a detail-oriented CRM Data Cleaning Specialist to lead the accuracy, relevance, and cleanliness of our CRM data. The primary focus is to clean, organize, and optimize our contact lists to support marketing, sales, and business operations. Secondary responsibilities include maintaining CRM usability and collaborating with team members.

Responsibilities
  • Conduct daily reviews and cleaning of all new inbound leads via phone call.
  • Identify and resolve data deficiencies, such as incomplete addresses, missing phone numbers, and inaccurate company information.
  • Eliminate duplicate data by running duplicate checks and merging contact and company records.
  • Monitor and clean bounced, non-marketable, and unsubscribed email addresses to improve email deliverability.
  • Remove spam bots, invalid contacts, and competitors from the system.
  • Perform regular maintenance to keep data accurate, searchable, and actionable.
  • Standardize data formats and fix formatting issues to ensure consistency throughout our Excel contact list and CRM platform.
  • Perform contact imports for weekly campaigns, and exports for associated mailing lists.
  • Continuously build the Farm List by sourcing and scrubbing contacts from Google, LinkedIn, Purchased Lists, and other sources.
  • Track email status health and ensure deliverability metrics are optimized.
  • Train other employees on CRM processes and data cleaning best practices.
  • Work closely with the Marketing Assistant to maintain client information, including services, review appointments, and other key details.
Qualifications
  • At least 2 years of prior experience in telemarketing and working in CRMs.
  • Extremely clear communication skills for cleaning the list via phone calls.
  • Proven experience in CRM data cleaning, management, or a similar role.
  • Excellent attention to detail with a passion for data accuracy.
  • Proficiency in CRM platforms (e.g. Keap) and data tools (e.g. Excel).
  • Strong organizational skills with the ability to manage multiple tasks effectively.
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