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