Data Professional - Excel and CRM Focus

Data Professional - Excel and CRM Focus

We're seeking a detail-oriented data professional to join our data management team. In this role, you'll ensure intake records are accurately captured, validated, and maintained within our CRM systems. The ideal candidate is analytical, process-focused, and skilled at managing complex data workflows.

This will be a hybrid position in Minneapolis, MN. Candidates must be local to the Minneapolis-St. Paul, MN metropolitan area. Candidates must also be eligible to work in the U.S. without sponsorship both now and in the future.

Target salary is between $40,000-55,000 depending on experience.

Key Responsibilities

• Perform daily audits of CRM records for accuracy and completeness


• Validate data using multi-field matching techniques


• Define and maintain standards for field mapping, data validation, and duplicate prevention


• Monitor and troubleshoot API-based integrations


• Document audit processes to ensure consistency and repeatability


• Collaborate with data teams and other staff to ensure client-ready data

Technical Skills

• Expert-level Excel skills: advanced formulas (COUNTIF/COUNTIFS, IF/OR logic), data cleanup (TRIM/LOWER), XLOOKUP, pivot tables, and filtering large datasets


• Experience with CRM platforms, including imports/exports and custom field configuration


• Knowledge of field mapping and data migration into CRM environments


• Familiarity with API integrations and workflow troubleshooting


• Ability to work closely with professional services teams to align intake and CRM data

Qualifications

• Background in CRM administration, data operations, or data quality management-preferably in professional services environments


• Bachelor's degree in Information Systems, Business, or related field preferred (not required)


• Proven success in maintaining CRM data accuracy is essential

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.