GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

The CRM Data Quality Specialist is essential to our business development initiatives by ensuring data integrity and accuracy across our CRM systems. This role focuses on validating newly closed opportunities, maintaining proper object associations, managing data quality standards, and partnering with team members to keep records current and actionable. The ideal candidate will have strong technical proficiency in CRM systems and Excel, with experience in sales operations or go-to-market functions.

ESSENTIAL FUNCTIONS

• Validate and audit all opportunities to ensure all data is complete, accurate, and properly structured in the CRM

• Ensure all CRM objects (contacts, accounts, opportunities, activities) are correctly associated and relationships are properly maintained

• Proactively reach out to team members to update and validate records, ensuring data accuracy across the pipeline and closed/won opportunities

• Perform regular data quality audits to identify discrepancies, inconsistencies, and missing information, implementing corrective measures to maintain data integrity

• Export and analyze data from CRM systems to identify trends, patterns, and areas requiring cleanup or improvement

• Support the creation and maintenance of accurate contact and account records across internal systems and applications

• Assist in developing and refining data entry processes and standards to improve efficiency, accuracy, and overall data quality

• Collaborate with internal teams to establish and enforce data governance best practices

• Generate reports and documentation on data quality metrics and improvement initiatives

• Provide training and guidance to team members on proper data entry procedures and CRM best practices

KNOWLEDGE AND SKILLS

• Proficiency in CRM systems, particularly Microsoft Dynamics and Hubspot (1-2 years of experience preferred)
• Advanced Excel skills including data manipulation, formulas, pivot tables, and data analysis
• Strong understanding of data management principles and best practices
• Experience in sales, sales operations, or go-to-market (GTM) operations roles preferred
• Ability to quickly learn and operate CRM systems at an administrative level
• Excellent attention to detail with strong organizational and analytical skills
• Problem-solving mindset with ability to identify issues and implement solutions
• Strong written and verbal communication skills for coordinating with internal teams
• Ability to work independently and manage multiple priorities effectively
• Understanding of sales processes, pipeline management, and opportunity tracking

• Associate's Degree or equivalent preferred
• Microsoft Dynamics or HubSpot certifications preferred
• 1-2 years of experience with CRM systems
• Experience in sales operations, revenue operations, or related GTM functions
• Demonstrated proficiency in Excel and data analysis
• Strong written and verbal communication competencies, as well as interpersonal skills
• Attention to detail and organizational skills with the ability to multi-task
• Ability to work independently

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: 50-100 Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST