CRM Senior Specialist
CBIZ

As a member of the Central Region CRM Team you will play a crucial role in processing, updating, and maintaining accurate client data within our various systems. This position requires meticulous attention to detail, strong organizational skills, and superior ability to use multiple platforms at once.

Essential Functions and Primary Duties

• Accurately input client information, create jobs, and update/maintain client data in multiple software programs
• Verify data for accuracy and completeness
• Identify errors in the data received
• Follow company best practices and naming conventions in regard to data handling
• Communicate effectively (written & verbal) with team members to ensure accuracy and consistency
• Follow established procedures for routine work; receives specific instruction on non-routine work
• Intake (Salesforce & Amelio)
• Data cleanup projects in Salesforce and/or spreadsheets
• Salesforce data updates as needed
• Adding Salesforce Affiliates backup

Preferred Qualifications

• Associate's degree
• Excellent typing skills with a strong attention to detail and problem-solving capability
• Ability to perform repetitive tasks with accuracy
• Ability to read, understand, and follow verbal and written instructions
• Strong communication skills, both verbal and written
• Ability to work independently with minimal supervision
• Superior ability to work in multiple programs at once for data input and retrieval
• Proficiency in Microsoft office software such as: Word, Excel, & OneNote
• Familiarity with CRM systems such as Oracle, Salesforce, CCH, or Epic
• Strong organizational and multitasking abilities in order to manage large volumes of information
• A positive attitude and ability to learn quickly with a willingness to take on new instructions and guidelines

Minimum Qualifications

• High School Diploma or GED required
• At least 3 years of accounting experience
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

#LI-AE1 #LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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