Role: CRM Data Quality Coordinator
Team: Client Data & Information Integrity (3 days/week)
Work Setup: Hybrid arrangement available, with a minimum of one in-office day per week. This can be in either their NYC office or London office
A major initiative is underway to roll out a relationship management platform within the organization for the first time. This is a foundational implementation, meaning the platform is being introduced from the ground up. The successful candidate will need to be proactive and capable of working independently in this environment.
Overview
This role focuses on ensuring the accuracy and consistency of contact and company records within the newly adopted system. Responsibilities include standardizing data entries, resolving inconsistencies, eliminating redundant entries, and responding to user queries related to the platform. Project-based tasks and adherence to information confidentiality are also core elements of the role.
Key Responsibilities
Check new contact records for accuracy and compliance with internal formatting standards.
Identify and correct errors, including resolving duplicated records.
Process undeliverable correspondence and research updated address information.
Investigate changes related to company identities, mergers, or relocations.
Keep internal process documentation and guidelines current.
Manage distribution lists and assist in producing reports and data segments for outreach efforts.
Offer user support and help troubleshoot platform-related issues.
What You’ll Need
Familiarity with InterAction
Strong skills in handling and processing data (experience with spreadsheets, structured queries, and word processing tools is important).
Precision in reviewing information, conducting web research, and understanding organizational hierarchies.
A sharp eye for accuracy and consistency in data.
A commitment to following internal data standards and protocols.
Willingness to work extra hours when necessary.
Background & Experience
Bachelor’s degree in a related field such as Business, Marketing, or Information Systems, with at least one year of platform-specific experience, or two years working with comparable systems.
Experience in a professional services environment, such as legal or consulting, is a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.