Data Entry Specialist | Service Titan CRM

4 weeks ago


Englewood, United States Modern Property Services Full time
Job DescriptionJob DescriptionBenefits/Perks
  • Competitive Compensation
  • Paid Time Off
  • Career Growth Opportunities 
Job SummaryWe are seeking a Data Entry Specialist to join our team. In this role, you will accurately enter and review work orders, bills and invoices in our CRM system. Your responsibilities will include verifying data, updating existing information, entering new information, creating spreadsheets, and other administrative tasks. The ideal candidate is a fast and accurate typist with strong attention to detail and excellent computer skills. 

Responsibilities 
  • Use a keyboard, scanners, or other office equipment to transfer information into the CRM system
  • Audit work orders entered in our CRM system for batch approval and create statements for payment
  • Collect information directly from customers, vendors and sub contractors, then enter or review the information in the CRM system 
  • Analyze data entered on a daily basis to verify accuracy and compare to approved budgeted estimates
  • Maintain an organized electronic filing system of original documents
  • Create accurate spreadsheets in Microsoft Excel
  • Confirm accuracy of data by comparing to original documents and estimates
  • Create reports or otherwise retrieve data from the CRM system
  • Analyze data entered on a daily basis to verify accuracy and compare to approved budgeted estimates
  • Maintain an organized electronic filing system of original documents
Qualifications
  • High school diploma/GED
  • Previous experience as a Data Entry Specialist, Medical Transcription Coder or in a similar position is preferred
  • High level of accuracy and attention to detail
  • Skilled in Microsoft Word and Excel 
  • Understanding of databases or CRM systems
  • Familiarity with standard office equipment computers and printers
  • Excellent verbal and written communication skills
  • Superior attention to detail


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