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27 Moss Adams Jobs
Data Custodian Specialist
Moss Adams
posted 1hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Perform daily maintenance to update and cleanse CRM records.
- Design processes and enforce data governance policies (deduplication, segmentation, standardization) to maintain a reliable dataset.
- Review event attendee lists and route marketing-qualified leads to stakeholders for follow-up.
- Build dynamic and static marketing lists for email campaigns.
- Cleanse and import 3rd party data into CRM account records regularly.
- Proactively notify CXLs of actionable account developments (e.g., leadership job changes, MA activity).
- Support inbound website inquiries and route them to appropriate stakeholders.
- Maintain the accuracy of ma.com website bios.
- Provide training and support to CRM users on best practices for data entry and usage.
- Generate and analyze reports on CRM data usage and trends to inform business decisions and strategies.
Qualifications:
- Bachelor s degree required.
- At least 2 years of related project coordination experience, with professional services experience preferred.
- Basic understanding of relational databases and data manipulation. Willingness and ability to learn analytical software such as Power BI, SQL, and Alteryx.
- Strong analytical, problem-solving, and communication skills.
- Advanced knowledge of Microsoft Excel.
- Exceptional attention to detail and strong organizational skills.
- Ability to work both independently and collaboratively within a team.
- Capable of making informed decisions in uncertain situations and maintaining focus on repetitive tasks involving the same data points.
Employment Type: Full Time, Permanent
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Flexible timing
Monday to Friday
No travel
Day Shift
Moss Adams Benefits
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