CRM & Finance Info Specialist: Data Entry

CRM & Finance Info Specialist: Data Entry

General information

Press space or enter keys to toggle section visibility

JobID

17117

Position Level

Individual Contributor

Team

Information Technology

Working Time

Full-Time

Position Type

Regular

Travel Requirements

5%

Workplace Type

Hybrid

Preferred Location

Springfield, MO

Additional Locations

Branson, MO, Monett, MO

Description & Requirements

Press space or enter keys to toggle section visibility

At Jack Henry, we’re more than a technology company, we’re a force for good in financial services. We’re redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we’d love to meet you.

The person in this role will make numerous individual data changes within our corporate systems for customers and internal teams. Requests include updates to company, compliance, and finance records. Work is performed independently within a small, tight-knit team that handles a high request volume (expect 30+ requests per day). Candidates should be able to input each request accurately while navigating several communication methods, systems and screens. They should be able to follow complex processes and should have a customer service orientation.

The ideal candidate will have an exacting eye for detail. In the past they may have been an analyst, an assistant, or performed support or data entry in Accounting, Finance or Sales. They will be content completing routine, sometimes tedious, tasks and should like learning systems.

This is a work-from-home, remote position with very occasional travel to corporate office locations in Monett and Springfield, Missouri, and Allen, Texas. We are looking for applicants located in Allen, TX, Missouri and the surrounding areas (within a 3 hours’ drive).

The work hours for this position are 8am – 5pm CT or 7am – 4pm CT, inclusive of lunch and breaks. This position has recurring check-ins and team meetings.

The salary range for this position is $53,650- $72,000 and will be determined based on location and experience level.

All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you'll be responsible for:

• Making critical, high-volume individual data changes for groups throughout the organization.

• Keeping customer and internal data up to date in our systems.

• Completing data cleansing, data reconciliation and other special projects as assigned.

• Resolving issues with data and answering data questions.

• Acting as a data subject matter expert for our systems and related processes, including data input, data flows.

• Keeping customer data up to date.

• Creating and maintaining process documentation for data entry processes.

• May perform other job duties as assigned.

What you'll need to have:

• A minimum of 18 months experience inputting data into systems.

• Some experience in an internal or external-facing customer service role.

• Ease and resilience performing similar tasks over the long term. A good working memory and a ‘get it done’ mentality.

• A team player attitude: Able to perform a fair share of work and contribute to team success.

• A detailed, exacting eye for data accuracy. An ability to work with sensitive and confidential materials and maintain confidentiality at all times.

• Able to exercise judgment and be decisive within defined procedures and practices.

What would be nice for you to have:

• A basic understanding of various records like invoices, contacts and other company information.

• Experience navigating a CRM system, ERP system or database as a user.

• Organizational skills, including an ability to multitask and communicate with multiple business teams during the workday. Able to reprioritize and respond to urgent situations as business demands require.

• Familiarity and comfort with Excel, Outlook and other Microsoft productivity tools.

• Experience with non-complex to moderately complex data projects utilizing Microsoft Excel.

• Experience documenting work instructions or processes.

• An interest in learning new systems and concepts. An ability to ‘figure things out,’ break processes into steps.

• General knowledge of the Financial Services industry.

• Strong listening and decision-making skills.

• Strong analytical and problem-solving skills.

• Excellent verbal and written communication skills.

• We are keen to have candidates hit the ground running and are looking for those committed to a long-term opportunity.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We’re looking for passionate, driven individuals who align with our mission and can bring unique perspectives to our team.

Why Jack Henry?

At Jack Henry, we live by the motto: “Do the right thing, do whatever it takes, and have fun.”It’s more than a tagline, it’s the foundation of our culture. We recognize that our associates are the key to our success, and we’re deeply committed to their wellbeing. That’s why we offercomprehensive benefits ( designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We’re also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It’s this shared commitment that drives our success. We’re proud to foster an environment where inclusion, sustainability, and community impact are more than values, they’re how we operate. Visit ourCorporate Sustainability ( site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.