Marketing Systems & Data Integrity Coordinator

Retirement Income Source, LLC.; Westbrook (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision

401K match

PTO

On-site parking

Laptop provided

Job summary

Retirement Income Source SFG is seeking a Marketing Systems Coordinator to manage the Metrics360 dashboard data and related CRM/reporting systems. You will partner with Marketing, Sales, and Programming to ensure data accuracy, support reporting processes, troubleshoot issues, and maintain reliable business information across multiple platforms.

The ideal candidate enjoys working with systems, maintaining data integrity, and supporting operational success of Marketing and Sales teams.

Qualifications

• 3+ years of experience in Marketing Operations, Sales Operations, CRM Administration, Data Management, or related operations role.
• Advanced proficiency in Microsoft Excel, data validation, and reporting.
• Experience working with CRM platforms, reporting systems, and dashboard maintenance.
• Strong analytical and problem-solving skills with attention to detail.

Responsibilities

• Manage day-to-day integrity of Metrics360 dashboard data and CRM systems.
• Monitor, validate, and maintain accurate sales and marketing data across platforms.
• Ensure CRM records remain organized, complete, and compliant with standards.
• Audit data to identify missing, duplicate, or inaccurate information and maintain data integrity.
• Develop, maintain, and distribute recurring reports and dashboards.

Skills

Marketing Operations

CRM Administration

Data analysis

Excel proficiency

Reporting

Communication skills

Education

Bachelor's degree in Marketing, Finance, Information Systems, Business Administration, or related field

Tools

CRM platforms

Reporting systems

Dashboard maintenance

Marketing automation platforms

Job description

Retirement Income Source SFG is seeking a Marketing Systems Coordinator to manage the Metrics360 dashboard data and related CRM/reporting systems. You will partner with Marketing, Sales, and Programming to ensure data accuracy, support reporting processes, troubleshoot issues, and maintain reliable business information across multiple platforms.

The ideal candidate enjoys working with systems, maintaining data integrity, and supporting operational success of Marketing and Sales teams.