Salesforce Data Specialist

Summary

Join Levelset's team as a meticulous Salesforce Data Specialist, playing a vital role in maintaining the accuracy of our data systems. You will partner with sales and operations teams, utilizing your attention to detail and Salesforce expertise to provide valuable data and maintain account hygiene. This position requires conducting research to verify and update Salesforce account information, identifying and adding new contacts, and ensuring data consistency and accuracy. You will work closely with various departments, generate reports, and adapt to new processes. The role reports to the Revenue Operations Manager and is based in our Heredia, Costa Rica office.

Requirements

• High School Diploma or GED
• Previous experience in data research, data entry, or a related field, preferably with Salesforce
• Proficient in Salesforce and Excel
• Strong focus on accuracy, with the ability to spot errors and inconsistencies in both written communication and data
• Fluent in English with excellent written and verbal communication skills
• Ability to manage multiple tasks, prioritize effectively, and adhere to deadlines
• Self-starter with enthusiasm for growth, able to adapt to new processes and updates quickly

Responsibilities

• Conduct research to verify and update existing Salesforce account information, including company details, industry classifications, and relevant contacts
• Identify and add new contacts to Salesforce, ensuring all necessary fields are populated with accurate information
• Regularly review Salesforce data to ensure consistency, accuracy, and completeness of account and contact information
• Ensure timely and accurate entry of researched data into Salesforce and other systems, adhering to established guidelines and data quality standards
• Validate data regularly to maintain high standards of accuracy and completeness
• Work closely with sales, marketing, and other departments to understand data needs and ensure that databases support business objectives
• Generate and analyze reports to track data quality and completeness, offering insights for continuous improvement
• Adapt to new processes quickly, making complex tasks simple and manageable

Preferred Qualifications

Familiarity in online research tools and techniques