Customer Service Representative

CRM Data Specialist

We are looking for a detail-oriented CRM Data Specialist (short-term) to help build a more complete, accurate, and actionable view of customers, accounts, and contacts within the construction materials and building products industry. This role is primarily data enrichment, data consolidation, and CRM completeness roleno outbound, cold-calling or inbound sales. The right person will be curious, persistent, and willing to "sleuth" through Salesforce, and other sources, to create a true company and account profile (including an account hierarchy) that sales teams can confidently act on.

Required Experience:

• 13+ years of experience in data entry, research, CRM administration/support, sales operations, customer operations, construction administration, or a related role.
• Experience researching companies, contacts, or customer records in a CRM or structured database environment preferred.
• High school diploma or GED required; additional coursework or experience in business, sales, construction management, or related fields is a plus.

Skills and Tools:

• Salesforce CRM experience strongly preferred; ability to navigate accounts, contacts, reports, and related records is a plus.
• Strong computer skills, including Microsoft Office, email, web research, and comfort working across multiple systems.
• Strong written communication skills with the ability to summarize research findings clearly for a sales audience.
• High attention to detail and accuracy when entering, cleaning, validating, and connecting customer data.

Preferred Construction Knowledge:

• Understanding of project-based sales cycles, contractor and distributor relationships.
• Ability to learn building product applications, construction terminology, customer segments
• Comfort asking discovery questions of subject matter experts.

We Are Looking for Someone Who:

• Enjoys research, investigation, pattern recognition, and connecting scattered pieces of information.
• Is committed to building a true, useful view of the customernot just entering surface-level data.
• Is dependable, organized, resourceful, and comfortable working independently through ambiguity.
• Can balance speed with accuracy and understand that complete, trusted CRM data helps sales teams take better action.

Responsibilities:

• Research companies, accounts, contacts, job roles, locations, and relationships to strengthen customer records in Salesforce.
• Investigate missing, incomplete, duplicate, or inconsistent customer information using Salesforce data, internal notes, web research, and other available tools.
• Connect related accounts, contacts, to help sales understand the full customer picture.
• Document findings clearly so sales representatives can quickly determine who the customer is.
• Update customer, account, contact, information in Salesforce.
• Use Salesforce as a primary research source, reviewing account ownership, notes and existing data quality issues.
• Improve CRM completeness by filling gaps in firm name, location, customer type, contact role information.
• Flag data discrepancies, duplicates, stale records, unclear ownership, and records requiring sales follow-up or further validation.
• Research construction-related influencers such as contractors, builders, architects, developers, and project influencers.
• Summarize findings in a concise, practical way that helps the business move forward with robust and accurate data.
• Collaborate with DCX, sales, marketing teams to improve customer visibility, CRM usability.