CRM Data Quality & Automation Specialist

Ledgent Technology; Corvallis (OR); On-site; USD 48,000 - 50,000; Full time

Job summary

Ledgent Technology in Corvallis, Oregon is seeking a Data Operations Specialist to ensure data accuracy, governance, and process improvements within our CRM environment.

You will manage CRM records, support data projects with cross-functional teams, and develop no-code automation to boost efficiency while handling confidential information with discretion.

Strong organizational and analytical skills, plus experience with CRM platforms, are highly valued in this role.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience working with CRM systems, databases, or data management platforms.
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications, particularly Excel.
• Ability to handle sensitive and confidential information with discretion.

Responsibilities

• Maintain and audit CRM records in accordance with established data governance standards.
• Research, verify, and update constituent demographic, biographic, and professional information.
• Ensure data accuracy, consistency, and completeness across multiple data sources.
• Protect confidential information by adhering to privacy, security, and compliance standards.
• Configure and maintain no-code automation tools to improve operational efficiency and data quality.
• Partner with leadership to establish project scope, priorities, timelines, and resource requirements.
• Monitor project milestones and deliverables using project management tools and processes.
• Coordinate with stakeholders to gather requirements, provide project updates, and resolve issues.
• Support successful implementation of data and process improvement initiatives.
• Identify opportunities to improve CRM structure, processes, and data organization.
• Execute testing and validation activities related to CRM enhancements and system upgrades.
• Develop and refine automated workflows to reduce manual processes and improve efficiency.
• Document processes and recommend best practices for CRM usage and data management.
• Support enterprise data projects through data preparation, validation, documentation, and analysis.
• Collaborate with cross-functional teams to align data operations with business objectives.
• Assist in identifying trends, insights, and opportunities to improve data-driven decision making.
• Contribute to continuous improvement initiatives focused on data quality and operational effectiveness.
• Provide responsive and professional support to internal and external stakeholders via email, phone, and other communication channels.
• Collaborate with team members to address complex data issues and support organizational priorities.
• Create and maintain process documentation, training materials, and knowledge resources.
• Participate in team planning, goal setting, and continuous improvement efforts.

Skills

Attention to detail

Organizational skills

Analytical skills

Problem-solving

Prioritization

Communication skills

Excel proficiency

Education

Bachelor's degree or equivalent

Tools

CRM systems

Databases

Data management platforms

Salesforce

Blackbaud

Microsoft Dynamics

Job description

Ledgent Technology in Corvallis, Oregon is seeking a Data Operations Specialist to ensure data accuracy, governance, and process improvements within our CRM environment.

You will manage CRM records, support data projects with cross-functional teams, and develop no-code automation to boost efficiency while handling confidential information with discretion.

Strong organizational and analytical skills, plus experience with CRM platforms, are highly valued in this role.