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CRM Data Entry Specialist

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We’re looking for a tech-savvy multi-tasker that possesses a keen attention to detail. If you’re a problem solver focused on quality and accuracy with a passion for data, this CRM data entry position might be right for you.

Who We Are

P&M Corporate Finance, LLC (“PMCF”), a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Our focus is on providing exceptional M&A advisory services on transactions valued up to $500 million. Since our inception over 25 years ago, we have completed over 300 transactions for a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services & Technology, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by:

  • Fostering a deep and trusting relationship with each client
  • Providing continuous senior level involvement throughout the process
  • Developing supported positioning points aligned with value drivers and growth opportunities
  • Identifying potential impact risk factors and creating mitigating strategies
  • Leveraging the deep industry experience
  • Providing on-the-ground global coverage through our international colleagues with Corporate Finance International

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. At the same time, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Your Role

The CRM Data Entry Specialist will serve as the overseer of all our company and contact information within DealCloud, the Firm’s CRM application. They will be responsible for carrying out the clean-up of our CRM and managing all aspects of the data used by the firm. This includes inputting data into the system properly, routine reporting, research, cleansing, deduplication, and enrichment. Additionally, they will be tasked with establishing quality expectations, training, and enforcing standards and best practices.

Your work will include, but not be limited to:

  • Administer the CRM data entry process, including entering and validating information from spreadsheets, web forms, ad hoc emailed requests, and data pulled from our marketing intelligence platform
  • Perform data audits in CRM to ensure accuracy of contact and company information, taking additional external research steps to correct as needed
  • Monitor and validate inbound contacts from web forms
  • Generate and leverage reports from marketing campaigns to audit contact information
  • Manage and execute a large-scale data enhancement project
  • Develop, implement and maintain data quality processes, training, and reference materials

Education/Experience

  • Associate or Bachelor degree in Information Technology, Business Administration, or a related field preferred, but not required
  • At least three years of work experience in maintaining data within DealCloud or a comparable CRM environment

The Qualifications

  • Familiarity with Microsoft Office; in-depth experience with Excel required
  • Proven experience working with CRM software
  • Familiarity working with SaaS business databases and market intelligence providers; one or more years of experience working with ZoomInfo preferred
  • Familiarity with data profiling, root cause analysis, and quality improvement techniques
  • Excellent interpersonal and communication skills
  • Strong organizational skills and meticulous attention to detail
  • Ability to multitask and prioritize responsibilities
  • Ability train others in the use of existing and new systems

Our Difference

People and relationships are at the core of our services. We will always put the client first, and we do that by working collaboratively as a team.

Our Benefits

We strive to attract the best and brightest people: those that reflect the diversity of the clients we serve and hope to attract. To that end, we offer great benefits, including health care, dental and vision coverage. Other benefits include:

  • Short-Term and Long-Term Disability
  • Basic Life and Optional Life Coverage
  • 401(k) Tax Savings Plan and Matching Contribution
  • Flexible Benefits Plan
  • Athletic Reimbursement Program
  • Generous Paid-Time-Off Policy

We thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

This is n non-exempt position; however, you may have to work hours that exceed the standard 40-hour work week.

P&M Corporate Finance, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran’s status, or status within any other protected group.

Apply Now *

* Please note that applications are processed through our affiliate, Plante Moran

Position Locations

  • Southfield, Michigan, United States

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PMCF is a trade name for PMCF Advisors, LLC and P&M Corporate Finance, LLC. The term “PMCF” refers to one or more of these legally separate and independent advisory practices. P&M Corporate Finance, LLC provides capital raising and private placement services that require registration as a broker-dealer.

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