CRM Data Entry Coordinator

Allstate

We are seeking an organized individual to keep our customer relationship management (CRM) system clean and current. This role supports sales and customer success teams.

Key duties:
- Enter new contact records including name, job title, company, email, phone number, and source.
- Add interaction logs: call notes, email summaries, and meeting dates.
- Merge duplicate contact or account records using CRM merge tools.
- Remove outdated or unsubscribed contacts from active marketing lists.
- Assign followup tasks to the correct sales representative based on territory rules.
- Run monthly data completeness reports and fill missing key fields.
- Update lead statuses (new, contacted, qualified, lost) as instructed by team leads.

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Vacancy posted 5 days ago

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