Data Entry Specialist

Moby Capital; Austin (TX); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial services firm in Austin, Texas, seeks a detail-oriented Data Entry Specialist to enhance their operations. The role requires updating and maintaining data accuracy in CRM systems like Salesforce. Candidates should have strong organizational skills and proficiency in Microsoft Office. This position offers valuable experience in the financial sector, working within a collaborative team environment.

Qualifications

• High level of accuracy in data entry.
• Proficiency in managing time to meet deadlines.
• Strong skill in maintaining data integrity.

Responsibilities

• Input, update, and maintain data in CRM systems.
• Verify data for accuracy and completeness.
• Assist the sales team with data-related tasks.

Skills

Attention to detail

Organizational skills

Communication skills

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Microsoft Office Suite

Salesforce

Job description

About the Role

We are seeking a detail-oriented and motivated Data Entry Specialist to join our fast-paced, sales-driven team in the financial services industry.

Hours: Monday – Friday 8am – 5pm (40 hours a week)

Department: Operations

Key Responsibilities

• Accurately input, update, and maintain data in CRM systems (e.g., Salesforce)
• Review and verify data for completeness and accuracy
• Assist the sales team with administrative tasks and data-related requests
• Generate reports and summaries as needed
• Maintain confidentiality and handle sensitive information with integrity
• Collaborate with cross-functional teams to ensure data consistency and quality

Qualifications

• High school diploma or equivalent; associate degree or higher preferred
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Familiarity with CRM platforms such as Salesforce is a plus
• Ability to work independently and manage time effectively
• Excellent communication and interpersonal skills

What We Offer

• Opportunity to gain experience in the financial services industry
• Exposure to sales operations and CRM systems
• Supportive and collaborative team environment

Notes: Referrals increase your chances of interviewing at Moby Capital. Inferred from the description for this job: Medical insurance, Vision insurance, 401(k).