We are seeking a highly detail-oriented and analytical professional to join our team as a Data Integrity and CRM Support Specialist. In this role, you will be responsible for ensuring the quality, accuracy, and reliability of data within the CRM system for businesses in our Health, Wealth & Career segment. You will work closely with Sales Operations colleagues around the world on priority activities determined by those businesses. You will play a crucial role in maintaining a clean, organized CRM environment that supports business development, sales forecasting, and operational reporting. The ideal candidate is a self-starter with experience in data management, CRM systems, and business analysis.
The Role
CRM Data Management & Quality Assurance
- Ensure accuracy and completeness of CRM data, particularly key fields such as opportunity dates, statuses, account owner details, and contact information.
- Conduct routine audits and validations of pipeline data to ensure it aligns with current business priorities and reporting needs.
- Monitor and clean up duplicate records, incorrect entries, or outdated information.
- Maintain data standards and enforce best practices in CRM usage across user groups.
Pipeline & Opportunity Validation
- Regularly review the sales pipeline and work with sales teams to validate data accuracy and update opportunity stages and forecasts.
- Support sales leadership in identifying gaps or inconsistencies in pipeline reporting.
- Collaborate with regional or business leads to ensure opportunity data is properly assigned, categorized, and aligned to revenue targets.
Leaver & Account Transition Management
- Ensure timely updates in CRM for employees who have left the organization, including reassignment of accounts, opportunities, and associated contacts.
- Facilitate smooth transitions by coordinating with managers and sales operations during account or territory reassignments.
Client Contact and Account Clean-Up
- Update and enrich client contact records by researching public sources such as LinkedIn and corporate websites.
- Support segmentation efforts by categorizing contacts based on role, industry, or function to enhance targeting and communication strategies.
CRM System Updates & Governance
- Execute updates related to account ownership changes and clarify GCID (Global Client ID) linkages to ensure accurate tracking of goals and performance.
- Coordinate with the CRM administrator or IT team to escalate system bugs, request enhancements, or ensure compliance with user access protocols.
Data Reporting & Analysis
- Develop and maintain data dashboards using Excel, Power BI, or other tools to support business reporting and analytics.
- Automate recurring reports and support ad hoc data requests from stakeholders.
- Identify trends, anomalies, or insights that can help improve sales strategy, client engagement, or internal operations.
Process Documentation & User Support
- Maintain documentation for CRM data standards, workflows, and reporting processes.
- Provide basic support and training for CRM users, promoting adherence to data entry guidelines and system usage best practices.
The Requirement
- Bachelor's degree in Business Administration, Information Systems, or related field.
- 3+ years of experience in data management, CRM systems, or sales operations.
- Proficiency in Microsoft Excel and data analysis tools like Power BI.
- Strong attention to detail and data accuracy.
- Excellent communication and collaboration skills.
Preferred:
- Experience working in a global or matrixed organization.
- Familiarity with CRM data governance and data lifecycle management.
- Working knowledge of automation tools (e.g., Power Automate, VBA) is a plus.
- Experience supporting sales teams or client success functions.
Working Conditions:
- Flexibility in a hybrid set-up, with work shift varying between European and American time zones depending on assignments
- Role may involve working with teams across different time zones
- Occasional meetings with senior stakeholders and business leaders to present data findings or updates.
WTW is an Equal Opportunity Employer