CRM Data Entry & Database Administration Specialist

The CRM Data Entry & Database Administration Specialist is responsible for maintaining the accuracy, integrity, and usability of the organization's Customer Relationship Management (CRM) system. This role supports data entry, database management, periodic audits, reporting, and general administrative functions to ensure reliable data for reporting, compliance, and decision-making. The position partners closely with operations, finance, and leadership to support efficient business processes., CRM Data Entry & Maintenance

• Enter, update, and maintain accurate records in the CRM system, including contacts, accounts, activities, and related data
• Ensure all CRM data is consistent, timely, and adheres to internal data standards
• Validate incoming data for completeness and accuracy
• Perform routine data cleanup, deduplication, and formatting

Database Management & Audits

• Conduct regular audits of CRM and database records to ensure data integrity and compliance
• Identify and resolve data discrepancies, errors, and outdated records
• Document audit findings and recommend process improvements
• Assist with database structure maintenance, data fields, and user access permissions
• Support data migration, imports, and exports as needed
• Monitor CRM data quality and recommend improvements to data standards, workflows, and administrative processes.

Reporting & Documentation

• Generate recurring and ad hoc CRM reports for management and department stakeholders
• Maintain documentation for CRM processes, data standards, and workflows
• Track data quality metrics and audit results

Administrative Support

• Provide general administrative assistance, including scheduling, filing, and correspondence
• Support internal teams with CRM-related requests and troubleshooting
• Assist with preparing presentations, spreadsheets, and internal documents
• Support onboarding and training related to CRM usage and administrative processes

• High school diploma or equivalent (Associate's or Bachelor's degree preferred)
• 1-3 years of experience in data entry, CRM/database management, or administrative support
• Strong attention to detail and commitment to data accuracy
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Ability to quickly learn new software applications and internal business processes
• Proficiency in CRM systems (e.g., Salesforce, Dynamics, HubSpot, Ajera, or similar)
• Strong skills in Microsoft Excel and Microsoft Office Suite
• Ability to handle confidential information with discretion

Preferred:

• Experience performing data audits or quality control
• Familiarity with reporting, data validation, or compliance processes
• Experience supporting finance, operations, or executive teams

Core Competencies

• Data accuracy and quality control
• Organization, time management, and the ability to prioritize competing deadlines
• Analytical and problem-solving skills
• Written and verbal communication
• Adaptability and flexibility in a fast-paced, evolving environment
• Process improvement mindset
• Ability to work independently and collaboratively

· Strong customer service mindset with the ability to communicate professionally with internal and external stakeholders

· Attention to process and ability to follow established procedures consistently

· Technical aptitude and willingness to learn new software and business systems

· Dependability and accountability for maintaining accurate, timely records

· Critical thinking and sound judgment when resolving data inconsistencies, * CRM/Database Management: 3 years (Required)

Pulled from the full job description

• Professional development assistance
• Tuition reimbursement
• Parental leave
• 401(k)
• Health insurance
• 401(k) matching
• Paid time off, * 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance