Data Management and Control Specialist
2 weeks ago
We are seeking a detail-oriented and tech-savvy professional to take on the combined role of Data Entry Specialist, CRM Administrator, and Document Controller. The ideal candidate will manage and maintain the CRM system, ensure data integrity, control document management processes, and support team workflows.
Responsibilities- Manage and maintain the CRM system, ensuring accurate data entry and regular updates of customer information, project information, and other records.
- Maintain data accuracy by performing routine data cleaning, deduplication, and validation to ensure the CRM database's completeness.
- Customize and configure CRM settings, workflows, and fields to meet the needs of different departments.
- Monitor CRM system performance, troubleshoot issues, and coordinate with vendors for technical support as needed.
- Create and maintain documentation related to CRM processes, data standards, and user guidelines.
- Generate and distribute reports to stakeholders, providing insights into data trends and opportunities.
- Train new users on CRM best practices, system functionalities, and data entry standards.
- Define and maintain folder structures in SharePoint, ensuring proper organization for document storage and retrieval.
- Automate folder management processes to enhance efficiency and streamline document handling.
- Develop and maintain a document management system for organizing both digital and physical documents.
- Define and implement file naming conventions and instruct the team on consistent usage for easy document identification and access.
- Control document versions, ensuring changes are tracked accurately, with proper revision history maintained.
- Ensure compliance with company policies and regulations regarding document retention and confidentiality.
- Provide support for project documentation, including reviewing, approving, and archiving documents as required.
Cleantech Industry Resources accelerates United States solar, battery storage, and EV projects by providing turnkey development as a service, including 100% internal systems engineering. Our team operates within a sophisticated suite of software to support projects from land origination through to commercial operation.
RequirementsThe ideal candidate will possess a Bachelor's degree in Business Administration, Information Management, or a related field and have proven experience in data entry, CRM administration, and document control. They will also have strong attention to detail and accuracy in data management and document handling.
What We OfferWe offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits, including medical insurance, spot recognition bonuses, long-term incentive policies, and regular team outings and activities.
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