Specialist-Client Operations

Job Description

The role works cross-functionally with various team members to fulfill the functions of this role. The team members that the New Client BPO will work with on a regular basis include: (1) fellow New Client Operations Coordinators/Specialists on day-to-day data entry and data quality needs, (2) Direct and Interactive Marketing Coordinators as Marketing Campaigns are updated and process changes are made, (3) Advisors and New Client Sales Team members for New Client Operational requests, (4) New Client Operations Team Manager and Director of New Client Team for regular status meetings. Job Functions Efficient and accurate data entry and routing of prospective client tasks in Salesforce: Understand and use our CRM - Salesforce, Enter direct mail and marketing campaign reply forms into Salesforce and ensure proper, follow up action items are assigned to New Client Team Sales, Review automation audit reports to ensure processes are running smoothly and identify issues Assist with Salesforce data quality reporting and maintenance tasks. Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Strong understanding and use of Salesforce, Microsoft Office; Excel, Outlook, and Teams Must be in good compliance/standing with all rules, regulations and policies Minimum of two (2) years of experience focusing on Marketing, IT or Customer Relationship Management Preferred technical and professional experience Examples of email coding work Knowledge of Marketing Compliance will be a plus point Strong communication and interpersonal skills