CRM Data Coordinator
Multiple Locations: Charlotte, NC, USA • Atlanta, GA, USA • Fort Worth, TX, USA • Richmond, VA, USA • Birmingham, AL, USA • Raleigh, NC, USA • Nashville, TN, USA
Notice
Company Profile:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
Requisition Number: 2022-10253
Position Title:
External Description:
Responsibilities
The Data Coordinator will be part of the Client Insight team and will be responsible for maintaining data stored within the Customer Relationship Management (CRM) system. The Data Coordinator will assist with report management, educating team members on proper CRM data strategies set forth by the firm, and ensuring the data accuracy and integrity in other firm platforms.
- Data input of new records pertaining to potential and existing clients.
- Data cleaning - systematic review and updating of all existing data records including bulk imports and updates to all records.
- Working with the team to update known discrepancies.
- Work closely with Marketing and Business Development teams to identify prospects.
- Assist with the ongoing creation and maintenance of the CRM training and instructional materials.
- Assist with the customization of the CRM system as appropriate to match varying needs of teams and produce reports to analyze data.
- Manage multiple projects at once, recommend prioritization, timelines and processes to ensure all success criteria are met.
- Confident, proactive, flexible approach.
- Various other marketing duties as assigned.
#LI-BS
Qualifications
• Associate degree required, Bachelor's degree or equivalent work experience preferred
• Experience working in Microsoft Dynamics CRM preferred
• Proficient with Microsoft Office Suite, specifically Excel advanced formulas and functions required
• Experience with lead generation/management preferred
• Excellent writing, organizational, communication and planning skills required
• Strong project management experience required
• Strong attention to detail required
• Strong critical thinking ability and problem-solving skills required
• Ability to work effectively and efficiently handling multiple tasks, often under tight deadlines required
• Resourceful in addressing challenges and solving problems required
• A team player with a positive attitude required
• Ability to work closely and effectively with all levels of management with a high degree of professionalism required
City:
State:
Community / Marketing Title: CRM Data Coordinator
Location_formattedLocationLong:
CountryEEOText_Description:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS
FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
- FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
- Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.