CRM Assistant for 3 months

Our client is a an international organisation.

Missions

• Conduct a comprehensive audit and reconciliation of membership data across three CRM platforms.
• Identify and resolve inconsistencies in contact information, organizational details, and fee-related data (e.g., turnover).
• Design and implement a standardized data structure and merging strategy to consolidate CRM records into a unified view.
• Engage directly with selected members to verify invoicing details, confirm account information, and address outstanding discrepancies.
• Collaborate with members to validate organizational data (e.g., turnover, business unit structure) and accurately document updates in the CRM.
• Act as a primary point of contact for member inquiries related to data validation, fee structures, and membership status, ensuring timely and professional communication.
• Maintain detailed communication logs and ensure all member interactions are recorded to support a transparent audit trail.
• Partner with the Membership and Finance teams to confirm data accuracy and streamline the invoicing process.
• Identify and recommend process improvements to enhance ongoing data integrity and CRM maintenance.
• Prepare clear and concise reports summarizing findings, actions taken, and recommendations for future improvements.

Profil du candidat

• Demonstrated experience working with CRM systems and managing data across multiple platforms.
• Advanced proficiency in Excel.
• Exceptional attention to detail and a structured, analytical approach to problem-solving.
• Experience working with membership-based organizations or subscription fee models is highly desirable.
• Strong interpersonal and communication skills, with a customer-service orientation and the ability to handle sensitive information with professionalism.
• Ability to manage follow-ups independently and maintain accurate records of all member correspondence.

Conditions et Avantages

3 month temporary mission.