Job Description

Position: Data Entry Assistant

Number of hours: 20 hours/week

Schedule: 8am-12nn / 10am-2pm AU Timezone

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 in a marketing automation platform (e.g. SharpSpring, HubSpot)

• Build automated workflows and data manipulation on the platform

• Other ad hoc tasks to be assigned

Requirements

• Proven work experience as a Data Entry Assistant or relevant role is required

• Knowledge of entering and managing client information in a CRM (e.g. HubSpot, SharpSpring, Marketo or Salesforce)

• Knowledge in using LinkedIn Sales Navigator is a plus

• Working knowledge of relevant computer programs (e.g. MS Office)

• Ability to multitask, prioritize and manage time effectively

• Great attention to detail and in following instructions

• Self-disciplined, organized, efficient, and able to work with limited supervision