Data Coordinator

The Data & CRM Coordinator is responsible for maintaining accurate, consistent, and reliable data across the firm's systems, with a primary focus on client, contact and prospect information within the CRM and practice management platforms. This role supports the firm's marketing, business development, and operational efforts by ensuring data is clean, well-organized, and usable. This is an excellent opportunity for an early-career professional to build foundational experience in data management within a professional services environment. The role will work closely with Operations and Marketing and will play an important part in supporting the firm's growth and client relationship strategy. This role provides a strong foundation in data management within a CPA firm and offers opportunities to grow into more advanced responsibilities in CRM management, data analytics, or data governance as the firm's systems and data strategy evolve. Key Responsibilities and Essential Functions: Data Maintenance & Quality

• Maintain and update client, contact and prospect records across systems, with primary responsibility for CRM and practice management data
• Identify and correct duplicate, incomplete, or inaccurate records
• Perform routine data audits to ensure consistency and accuracy
• Follow established data standards and naming conventions

CRM Support

• Assist with managing contact lists, company records, and relationship data within the CRM
• Support data entry, imports, and list updates for marketing, business development and operational initiatives
• Help ensure CRM data is structured to support reporting and outreach efforts

Marketing & Business Development Support

• Partner with Marketing to prepare and maintain email distribution lists and campaign data
• Assist with list segmentation and data pulls for events, campaigns, and outreach efforts
• Ensure data accuracy to support client communications and engagement tracking

Collaboration with Operations

• Work with Operations to support data-related processes across systems
• Help ensure alignment between CRM data and other internal systems (e.g., practice management or service line systems)
• Escalate data issues and recommend improvements when appropriate

Process Support & Documentation

• Follow documented procedures for data entry and maintenance
• Assist in documenting data processes and updating internal guides
• Support firm-wide efforts to improve data consistency and best practices

• Associate's or Bachelor's degree in Business, Marketing, Information Systems, or related field (or equivalent experience)
• 0-2 years of experience in an administrative, data entry, or coordinator role

Required Knowledge, Skills and Abilities:

• Strong attention to detail and accuracy
• Proficiency in Microsoft Excel and general comfort with systems and technology
• Strong organizational and time management skills
• Clear communication skills
• Client service focused
• Relationship building skills
• Demonstrate a professional image, maturity and self-confidence when interacting with others
• Ability to work collaboratively with others and across teams
• Willingness to learn, be curious and take ownership of responsibilities
• Exposure to CRM systems (e.g. Hubspot, Salesforce or similar) preferred
• Experience in a professional services or office environment preferred
• Interest in data management, analytics or systems preferred