The Role
Manage and ensure quality of commercial CRM data in Salesforce, oversee account creation and lifecycle, support opportunity reporting, execute data cleansing and root-cause analysis, collaborate with Sales, Finance, Risk, and Data teams, and support CRM/ERP testing and process harmonization to improve pipeline visibility.
Summary Generated by Built In
ERM is a leading global sustainability consulting firm, committed for nearly 50 years to helping organizations navigate complex environmental, social, and governance (ESG) challenges. We bring together a diverse and inclusive community of experts across regions and disciplines, providing a truly multicultural environment that fosters collaboration, professional growth, and meaningful global exposure. As a people-first organization, ERM values well-being, career development, and the power of collective expertise to drive sustainable impact for our clients—and the planet.
Key Accountabilities & Responsibilities
Key Accountabilities & Responsibilities
- Maintain accurate client and account records in Salesforce to support pipeline management, client reporting, and sales activities
- Serve as the approval authority for all new Salesforce account creation requests, validating that records meet data standards before creation or modification
- Own customer and contact lifecycle processes including creation, maintenance, enrichment, archival, and deactivation
- Support opportunity management processes by ensuring accounts, hierarchies, and ownership structures enable accurate pipeline reporting
- Participate in testing, migration validation, and process harmonization activities across CRM and ERP platforms
- Determine the appropriate account type (commercial vs. legal entity) for each new account request, applying ERM's account classification standards and escalating ambiguous cases to the relevant stakeholder
- Execute data cleansing activities including de-duplication and hierarchy remediation
- Investigate data quality issues, perform root cause analysis, and support remediation
- Contribute to data definitions, standards, process flows, and documentation for commercial data
- Collaborate with Sales, Finance, Risk and the central Data team to resolve data issues and ensures account records are correctly created and structured for opportunity management and reporting.
- Monitor the integrity of commercial data underpinning pipeline and client reporting; flag systemic data gaps to leadership
- Escalate structural data issues affecting pipeline visibility, reporting accuracy, or client management
- Analize commercial data trends and patterns to identify quality issues, inform process improvements, and support data-driven decision-making across sales operations
Qualifications:
- Bachelor’s degree and 5+ years of experience in sales operations, data management, or a related discipline.
- Experience working with CRM systems (preferably Salesforce Sales Cloud) in a sales operations, data, or commercial support role.
- Familiarity with data governance, data quality management, and master data concepts is advantageous.
- Experience performing basic data analysis using Excel (pivot tables, VLOOKUP, conditional formatting) and familiarity with reporting tools such as Salesforce Reports & Dashboards
Job specific capabilities/skills:
- Strong attention to detail and commitment to maintaining high data quality standards
- Experience supporting Sales & Business Operations or CRM administration processes
- Experience analysing, cleansing, and maintaining operational data sets
- Ability to investigate and resolve data issues through structured problem solving
- Strong understanding of Salesforce account, opportunity, and client hierarchy structures
- Ability to work collaboratively across Sales Operations, Finance, Risk, and Data teams
- Strong organisational skills with the ability to manage operational requests and exceptions efficiently
Skills Required
- Bachelor's degree and 5+ years of experience in sales operations, data management, or a related discipline.
- Experience working with CRM systems (preferably Salesforce Sales Cloud) in a sales operations, data, or commercial support role.
- Familiarity with data governance, data quality management, and master data concepts.
- Experience performing basic data analysis using Excel (pivot tables, VLOOKUP, conditional formatting) and familiarity with reporting tools such as Salesforce Reports & Dashboards.
- Strong attention to detail and commitment to maintaining high data quality standards.
- Experience supporting Sales & Business Operations or CRM administration processes.
- Experience analysing, cleansing, and maintaining operational data sets.
- Ability to investigate and resolve data issues through structured problem solving.
- Strong understanding of Salesforce account, opportunity, and client hierarchy structures.
- Ability to work collaboratively across Sales Operations, Finance, Risk, and Data teams.
- Strong organisational skills with the ability to manage operational requests and exceptions efficiently.
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The Company
What We Do
Sustainability is our business. As the world’s largest specialist sustainability consultancy, ERM partners with clients to operationalize sustainability at pace and scale, deploying a unique combination of strategic transformation and technical delivery capabilities. This approach helps clients to accelerate the integration of sustainability at every level of their business. With more than 50 years of experience, ERM’s diverse team of 8000+ experts in 40 countries and territories helps clients create innovative solutions to their sustainability challenges, unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations
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