What are the responsibilities and job description for the Data Entry Specialist position at ICONMA?
Our Client, a Financial company, is looking for a Data Entry Specialist for their Plano, TX / Hybrid location.
Responsibilities :
- Regularly monitor and retrieve data from Tableau and Google Forms.
- Conduct thorough data validation to ensure accuracy and completeness.
- Utilize Salesforce to search for existing records matching the incoming data.
- Create new records in Salesforce for unmatched submissions, accurately populating required fields.
- Update existing records as needed to maintain data integrity.
- Use a template to provide relevant information about the processed submissions via email
- Collaborate with the sales team to address any questions or concerns regarding the data and processes.
- Maintain a professional and courteous demeanor in all interactions.
- Field Strategy - Support Field Sales teams
- Deals with Credit cards to the Commercial Customers
- Provide options on the Care payments to the commercial customers by Cheques or ACH payments
- Processes for Field Sales people
- Look for leads from the website, internal referrals from sales people in other parts of client
- Works on a Google Spread sheet and recommend the candidates / leads through Salesforce to the Sales Teams
Requirements :
Why Should You Apply?
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
