IT Data Entry Specialist

Job Title: Client Data Entry Associate

Job Summary:

We are seeking a detail-oriented and organized professional to manage and maintain accurate client data within our systems. This role plays a key role in supporting client relationships by ensuring the accuracy of data related to client interactions, projects, and billing.

Key Responsibilities:

• Enter and update client information, including contact details, project specifications, and service agreements, in the CRM system or database.
• Ensure all client data is accurate, complete, and maintained in accordance with company standards and compliance policies.
• Record details of consulting projects such as timelines, deliverables, milestones, and status updates.
• Track project progress and update data regularly to reflect ongoing work with clients.
• Input billing details, including service charges, consulting hours, and project expenses, to ensure accurate invoicing and payment tracking.
• Collaborate with the finance department to resolve discrepancies in client billing information.
• Enter notes from client meetings, calls, and other communications into the system to keep an accurate record of interactions and client needs.
• Ensure that any changes in client requirements are updated promptly in the database.
• Regularly audit and verify the accuracy of client data, ensuring compliance with IT consulting and legal standards.
• Conduct data quality checks to remove duplicates, correct errors, and maintain clean records.
• Generate and compile reports from client data, summarizing project progress, resource allocation, and financials as needed for internal teams or client presentations.
• Assist in maintaining and updating the CRM or data management systems, ensuring efficient operation and accuracy of client data across the organization.

Requirements:

• Technical Skills: Proficiency with data entry software, CRM systems (e.g., Salesforce, HubSpot), Microsoft Excel, and other data management tools.
• Attention to Detail: High level of accuracy and attention to detail in data entry and verification.
• Organizational Skills: Ability to manage multiple data entry tasks, prioritize work, and meet deadlines.
• Communication: Clear written and verbal communication skills to collaborate with internal teams and handle client information.
• Problem-Solving: Ability to identify and resolve discrepancies in client data, billing information, and project records.