CXG Data Specialist

• 1–5 years of experience in Data Management, Revenue Operations, Sales Operations, CRM Administration, Customer Success, or related operational roles.
• Experience administering CRM or CXG platforms.
• Experience working with sales technology tools and revenue systems.
• Excellent organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication skills and the ability to collaborate across distributed teams.

Preferred Qualifications:

• Experience within a SaaS business.
• Experience supporting EOR, PEO, HR Tech, or contractor management platforms.
• Experience with HubSpot, DevRev, and BI tools.
• Experience with data management, data clean-up, and deduplication.

• Own proactive data quality monitoring and clean-up across CXG systems.
• Validate and reconcile customer and account data across different sources.
• Perform data manipulation and analysis, including VLOOKUPs, reconciliation, duplicate account identification, research, and clean-up.
• Maintain accurate customer journey stages, account statuses, CSM ownership, and other critical CXG data points.
• Run recurring data-quality checks and proactively identify inconsistencies across systems.
• Help update reporting and dashboards.
• Monitor cancelled employee hiring processes and notify Finance when associated deposit invoices need to be cancelled.
• Partner with RevOps and CXG teams to identify recurring data-quality issues and improve the underlying processes.