Job Description:
Data Entry Professional
Temporary Role
Wayne, PA
Our client is in need of a very accurate and detailed Data Entry
professional to assist with a Large Project on which they are
working. The project will require manual fixes using Excel, within
pages of Data, where you will be scrolling and editing text. This
project needs accuracy and attention to detail.
Temporary Position Overview:
We’re seeking a very detail-oriented administrative and data
operations professional to support our Wayne, PA office.
The role will focus primarily on
Salesforce data maintenance
,
deal flow preparation
, and
general CRM and database support
for our bankers.
Key Responsibilities:
-
Data Maintenance & Cleanup
-
Identify and consolidate duplicate Accounts in Salesforce.
-
-
Manually transfer data from duplicate Accounts to the
correct record and delete redundant entries.
-
Maintain clean, accurate datasets across Salesforce and Excel.
-
Deal Flow & Data Preparation
-
Prepare and format data for mass uploads related to specific deals.
-
-
Work with bankers to ensure the right contacts and
companies are associated with each transaction.
-
Add new data into Salesforce and related spreadsheets from
sources such as LinkedIn, ZoomInfo, and banker submissions.
-
Marketing & Outreach Support
-
Assist with large-scale contact list management for outreach campaigns.
-
-
Help maintain list hygiene and update records as needed.
Location & Schedule:
-
Based in our
Wayne, PA office, primarily supporting
that office but may occasionally assist our other offices remotely.
-
Employment Hours: 9 AM and 5 PM,
Monday- Friday.
