Data Entry Specialist | CRM Administrator | Document Manager

5 days ago

Ahmedabad, Gujarat, India Cleantech Industry Resources Full time

About the Role

Cleantech Industry Resources is seeking an organized and detail-oriented Data Entry Specialist to join our team. This full-time position involves managing and maintaining our CRM system, ensuring data accuracy, controlling document management processes, and supporting team workflows.

Key Responsibilities

  1. Accurate data entry and regular updates of customer information, project information, and other records in the CRM system.
  2. Maintain data integrity by performing routine data cleaning, deduplication, and validation to ensure the CRM database's completeness.
  3. Customize and configure CRM settings, workflows, and fields to meet the needs of different departments.
  4. Monitor CRM system performance, troubleshoot issues, and coordinate with vendors for technical support as needed.
  5. Create and maintain documentation related to CRM processes, data standards, and user guidelines.
  6. Generate and distribute reports to stakeholders, providing insights into data trends and opportunities.
  7. Train new users on CRM best practices, system functionalities, and data entry standards.
  8. Implement and manage data import/export procedures for bulk updates and integrations with other tools.
  9. Collaborate with cross-functional teams to optimize CRM workflows and support ongoing projects.

Document Management

  1. Define and maintain folder structures in SharePoint, ensuring proper organization for document storage and retrieval.
  2. Automate folder management processes to enhance efficiency and streamline document handling.
  3. Develop and maintain a document management system for organizing both digital and physical documents.
  4. Define and implement file naming conventions and instruct the team on consistent usage for easy document identification and access.
  5. Control document versions, ensuring changes are tracked accurately, with proper revision history maintained.
  6. Ensure compliance with company policies and regulations regarding document retention and confidentiality.
  7. Provide support for project documentation, including reviewing, approving, and archiving documents as required.
  8. Assist in auditing document control procedures and implementing improvements as needed.

Requirements

  • Bachelor's degree in Business Administration, Information Management, or a related field.
  • Proven experience in data entry, CRM administration, and document control, preferably with systems like Salesforce, Monday.com, Quickbase, Procore, SharePoint, or equivalent.
  • Strong attention to detail and accuracy in data management and document handling.
  • Familiarity with CRM customization, document management software, SharePoint, and version control practices.
  • Basic understanding of data analysis and reporting tools.
  • Excellent organizational and multitasking skills.
  • Strong communication skills, with the ability to train and support users at all levels.
  • Technical troubleshooting skills and experience with data import/export processes.

Preferred Skills

  • Experience with automation tools for document management and workflow optimization.

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