Clerk - Account Set-Up and Maintenance

TalentBridge; Madison (WI); Remote; USD 43,000 - 52,000; Full time

Job summary

A leading company is seeking a detail-oriented Clerk for Account Set-Up and Maintenance in a remote capacity. The successful candidate will support operations by managing customer applications, maintaining data accuracy, and utilizing CRM systems like Salesforce to enhance service delivery. Ideal applicants will possess strong organizational skills, attention to detail, and a background in clerical roles, contributing effectively to customer satisfaction and operational efficiency.

Qualifications

• 6+ months relevant clerical or account maintenance experience.
• Proficiency in Microsoft Office (Word, Excel).
• Familiarity with CRM systems (Salesforce preferred).

Responsibilities

• Process and evaluate new customer applications/accounts.
• Accurately enter and maintain customer data in centralized systems.
• Maintain and update customer records, licenses, and account changes.

Skills

Data entry

Customer account management

Attention to detail

Communication

Organizational skills

Tools

Salesforce

Microsoft Office

AS400 systems

Job description

Position: Clerk – Account Set-Up and Maintenance
Location:Madison, WI (Remote)
Contract Type: Contract
Max Pay Rate: $21/hour
Shift: Monday–Friday, 8:00 AM–5:00 PM (flexible by time zone)

Job Description:

We are seeking a detail-oriented and organized Clerkfor Account Set-Up and Maintenance. This is a remote position supporting operations based in Madison, WI. The ideal candidate will have experience in data entry, customer account management, and familiarity with CRM systems.

Responsibilities:

• Process and evaluate new customer applications/accounts.

• Accurately enter and maintain customer data in centralized systems.

• Maintain and update customer records, licenses, and account changes.

• Use Salesforce or similar CRM to manage data.

• Scan and categorize documentation within scanning systems.

• Perform related administrative and clerical duties as needed.

Requirements:

• Minimum 6+ months of relevant clerical or account maintenance experience.

• Proficiency in Microsoft Office (Word, Excel, etc.).

• Familiarity with CRM systems like Salesforce preferred.

• Experience with AS400 systems is a plus.

• Excellent communication and documentation skills.

• High attention to detail and strong organizational habits.