CRM Data Specialist

Restaurant365; Ciudad de México; Presencial; MXN 728,000 - 1,094,000; Jornada completa

Descripción de la vacante

A growing technology company in Mexico City is seeking a detail-oriented professional to manage and optimize lead conversion and Salesforce CRM data processes. The ideal candidate will ensure data accuracy and support sales and marketing teams. Responsibilities include converting leads, enriching data, and improving processes. Familiarity with Salesforce CRM and strong organizational skills are essential. This role offers an opportunity to contribute to the efficiency of data management in a dynamic environment.

Formación

• Experience with CRM systems, preferably Salesforce CRM.
• Proficient in data entry and standard business software (Microsoft Office, Google Workspace).
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Responsabilidades

• Convert leads to contacts in Salesforce CRM accurately.
• Regularly review and enrich leads to maintain data integrity.
• Develop and refine lead conversion workflows for efficiency.

Conocimientos

Attention to detail

Data accuracy

Organizational skills

Analytical skills

Communication skills

Herramientas

Salesforce CRM

ZoomInfo

Datassentials

Restaurantology

Descripción del empleo

We are seeking a detail-oriented and process-driven professional to manage and optimize our lead conversion and Salesforce CRM data processes. This role will be instrumental in ensuring the accuracy, quality and completeness of all lead and contact information enabling the sales and marketing teams to work with reliable data for effective outreach and conversion.

The ideal candidate will be comfortable leveraging technology to maintain a clean, organized and efficient Salesforce CRM database. This role will sit on the Marketing Operations team while assisting the Sales Development team with lead conversion and the Revenue Operations team with data hygiene.

How you’ll add value :

• Lead Conversion & Data Management : Convert leads to contacts in Salesforce CRM with accuracy and timeliness; ensure all converted leads have complete, accurate and relevant information; conduct research to verify business details such as physical address, number of locations and additional relevant business information before conversion & qualify leads to ensure relevance to the business and categorize any unqualified leads into clear buckets (e.g. incomplete data, out-of-scope industry, duplicate) for appropriate handling and future reference.
• Data Quality & Enrichment : Regularly review and enrich leads, contacts and accounts to maintain the highest level of data integrity utilizing tools like ZoomInfo, Datassentials and Restaurantology; identify and fill data gaps to ensure the Salesforce CRM database is comprehensive and reliable.
• Process Improvement & Collaboration : Develop and refine lead conversion workflows for greater efficiency and accuracy; collaborate with sales and marketing teams to align on lead qualification criteria and data standards; provide feedback and recommendations to improve Salesforce CRM utilization and data quality processes.
• Reporting & Insights : Track lead conversion metrics and provide regular reports to sales leadership; identify trends, gaps and opportunities for process optimization.

What you’ll need to be successful in this role :

• Experience with Customer Relationship Management (CRM) systems such as Salesforce CRM preferred.
• Strong attention to detail and commitment to data accuracy.
• Ability to research business information quickly and effectively.
• Proven ability to prioritize tasks and meet same-day deadlines in a fast-paced environment.
• Proficiency in data entry and standard business software applications (Microsoft Office, Google Workspace, etc.).
• Strong organizational, analytical and communication skills.
• Tools : Salesforce CRM, ZoomInfo, Datassentials, Restaurantology

PREFERRED

• Experience in sales operations data administration or lead management roles.
• Familiarity with data enrichment tools and lead generation platforms.
• Basic understanding of sales pipelines and Salesforce CRM best practices.

Required Experience :

Unclear Seniority

Key Skills

• GIS
• Computer Data Entry
• Facilities Management
• ADMA
• Fleet
• Key Account

Employment Type : Full-Time

Experience : years

Vacancy : 1