Data Entry Assistant

Tasks required

• Produce statements for our clients using excel
• Produce customer scorecards by finding and entering specific data points from a range of sources including Google AdWords, SharpSpring, Hubspot, LinkedIn, into a spreadsheet and making sure the information entered is accurate
• Maintain database by entering new and updated lead and account information found principally on LinkedIn
• Prepare excel spreadsheets for upload into CRM (e.g. SharpSpring, Hubspot) by compiling and sorting information
• Verify entered lead and account data by reviewing, correcting, deleting, or reentering data
• Combine data from multiple systems to spot incomplete data
• Purge files to eliminate duplication of data
• Maintain operations by following policies and procedures and reporting needed changes
• Maintain customer confidence and protect operations by keeping information confidential
• Set up eDMs i...