CRM & Data Integrity Coordinator

Opterra Solutions, Inc.; Lexington (SC); On-site; USD 55,000 - 75,000; Full time

Job summary

Opterra Solutions, Inc. is seeking a Business Systems Coordinator in Lexington, SC to ensure accurate data across Sales, Operations and client portals.

You will manage data imports/exports, CRM cleanliness, and system reporting while supporting ZoomInfo integration and process improvements. The role requires 2+ years in Sales Operations or related fields, with strong problem solving, organization, and communication skills.

Qualifications

• High School Diploma or equivalent.
• 2+ years in Sales Operations, Business Systems, Data Management, or related field; bachelor’s degree acceptable.
• Strong computer skills; able to navigate multiple business systems and software platforms.
• Strong problem-solving and data troubleshooting abilities.
• Strong organizational and attention-to-detail skills with large information sets.
• Strong communication and cross-functional collaboration abilities.
• Self-motivated; able to work independently and meet deadlines.
• Ability to manage data imports/exports and standardized processes.
• Experience with CRM systems and data reporting preferred (ZoomInfo, NetSuite, Salesforce a plus).

Responsibilities

• Exemplify Opterra's five core values (Safety, Others, Integrity, Initiative, and Passion).
• Manage the flow of information between client portals, Sales, Operations, and Opterra’s internal systems.
• Monitor client portal requirements, approvals, tasks, proposals, purchase orders, and other customer-specific processes.
• Ensure information is accurately transferred between client portals and Opterra systems.
• Identify communication or system gaps and work with the appropriate teams to resolve issues.
• Establish and maintain standardized processes for managing information between systems.
• Oversee data imports/exports and transaction management.
• Maintain CRM cleanliness and accurate customer, sales, and transaction records.
• Work with Sales to ensure lead data supports territory management and business development.

Skills

Computer skills

Problem solving

Attention to detail

Communication

Independent work

Data imports/exports

Process standardization

CRM data management

Experience with multiple systems

Education

High School Diploma or equivalent

Bachelor’s degree in related field

Tools

ZoomInfo

NetSuite

Salesforce

Spreadsheets

Job description

Opterra Solutions, Inc. is seeking a Business Systems Coordinator in Lexington, SC to ensure accurate data across Sales, Operations and client portals.

You will manage data imports/exports, CRM cleanliness, and system reporting while supporting ZoomInfo integration and process improvements. The role requires 2+ years in Sales Operations or related fields, with strong problem solving, organization, and communication skills.