Description
Civitas Learning is bringing together the best of technology, forward-thinking, and data science to meet our mission to help one million more higher education students graduate each year. We are building a data platform and cloud-based applications that empower institutions and students and deliver insights and actionable analytics to the frontlines of education.
Primary Responsibilities:
- Work closely to establish data quality rules and processes to remove duplicate data, cleanse inaccurate data, standardize data entries
- Day-to-day CRM data entries and function, including data transfer in and out of CRM system, validating accounts and contacts
- Assist in the building and collection of reports for maintenance of key marketing initiatives and processes
- Perform daily CRM maintenance and project-based tasks, including resolving data issues, running data quality searches taking additional external research steps, as needed
- Identify, match and resolve duplicate records using Salesforce native matching programs and 3rd party programs (DemandTools by Validity)
- Follow CRM data entry processes, including entering and validating accounts, contacts, activities, opportunities, experience and other client information
- Monitor CRM integrations to maintain the data integrity and ensure that the Pitchbook/Salesforce synchronization is optimized
- Coordinate performance metrics, including understanding of mitigating bounce backs and spam blocks
- Perform root cause analyses of issues and ensure remediation according to data management policies and standards
- Develops implement and maintain data quality processes, training, and reference materials
- All other duties as assigned or required
Minimum Qualifications:
- Experience using SalesForce on a daily basis
- Bachelor's Degree