CRM Data Assistant

Job Overview:

Winstead PC is looking for a meticulous and detail-oriented CRM Data Assistant to join our team. This role is essential to maintaining the quality and accuracy of our CRM database, which is critical to supporting our firm’s client relationships and data-driven strategies. The ideal candidate will be proactive, organized, and passionate about data quality, ensuring all entries are current, correct, and relevant to our business needs. This position offers the flexibility of remote work.

Key Responsibilities:

• Data Maintenance & Quality Control: Regularly clean and correct duplicates across company, office, and contact entries to maintain database accuracy.
• Information Lifecycle Management: Handle data creation, organization, utilization, remediation, secure storage, and proper elimination as per our data governance policies.
• Data Accuracy & Integrity: Ensure CRM data is timely, accurate, complete, and consistent, supporting firm-wide initiatives.
• User Proxy Management: Manage and update proxy assignments, adjusting for hires, departures, and assistant changes to ensure smooth data access and permissions.
• Alumni Tracking: Update and monitor information on alumni contacts, preserving valuable relationships.
• Data Quality Automation (DQA): Utilize signature scraping tools to analyze, gather, and process data for uniformity and style adherence.
• Contact-Company Associations: Verify that contacts are accurately associated with the correct companies to enhance relationship tracking.
• Email Management: Address bounced emails, manage unsubscribes, and ensure the CRM reflects current communication preferences.
• Data Updates & Transfers: Update missing information for contacts and companies and facilitate data transfers from external systems.
• User Access & Data Imports: Track user access, manage data imports for manual relationships, and create new contact lists as needed.

Requirements:

• Proven experience in a data management or CRM data role, preferably in a legal or professional services environment.
• Excellent attention to detail and organizational skills with experience ensuring data quality and integrity.
• Proficiency in CRM systems with a strong focus on data correction, quality control, and adherence to data governance best practices.
• Strong analytical skills and familiarity with large datasets.
• Exceptional communication skills and the ability to work effectively and independently in a remote environment.

This role is instrumental in supporting Winstead PC’s commitment to data excellence and client service. Join us to help maintain and enhance the quality of our client relationship data.