CRM Data Coordinator

Posted Yesterday
Hiring Remotely in United States
Remote
20-25 Hourly
Entry level
Productivity • Security • Software • Business Intelligence • Cybersecurity
The Role
Maintains accurate CRM data across HubSpot and ServiceNow by processing data requests, entering and cleaning records, resolving duplicates, managing account relationships, supporting bulk uploads, and addressing cross-system data issues. Partners with Sales, Marketing, and IT Development to ensure accurate integrations, workflows, deal data, and adherence to data processes.
Summary Generated by Built In

Titlle: CRM Data Coordinator

Locations: Kansas City, MO (Onsite)

About the Role

We’re looking for a detail-oriented CRM Data Coordinator to help maintain the accuracy and integrity of company, prospect, contact, and deal data across HubSpot and ServiceNow.

In this role, you’ll serve as a key point of contact for CRM data requests from Sales and Marketing. You’ll help ensure records are entered correctly, duplicates are identified and resolved, account relationships are properly maintained, and data flows accurately between systems.

This is a great opportunity for someone who enjoys working with data, solving problems, staying organized, and collaborating with multiple teams.

What You’ll Do

  • Process company and CRM data entry requests from Sales and Marketing.
  • Enter and maintain accurate company, prospect, contact, opportunity, and deal information in HubSpot and ServiceNow.
  • Verify new prospects against existing records to prevent duplicates.
  • Identify and clean up duplicate or inaccurate CRM records.
  • Maintain proper parent/child account relationships and correctly associate prospects, channel partners, vendors, and contacts.
  • Ensure company Rules of Engagement and assignment processes are followed.
  • Enter and maintain HubSpot deals to support accurate integration and data flow into ServiceNow.
  • Ensure deal, opportunity, and financial data is accurately entered and appropriately tagged.
  • Process bulk prospect and contact uploads.
  • Perform ongoing CRM data cleanup and resolve cross-system data issues.
  • Partner with IT Development on system, property, and process changes to help prevent data loss, duplication, or workflow issues.
  • Support administrative responsibilities and special projects as needed.

What We’re Looking For

  • High school diploma or equivalent.
  • Previous experience in data entry, order processing, customer service, telecommunications, or a related area preferred.
  • Basic familiarity with CRM platforms such as HubSpot, Salesforce, or ServiceNow.
  • Strong attention to detail with a high level of accuracy.
  • Proficiency with Microsoft Excel, Word, and Outlook.
  • Strong organizational and time-management skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Ability to work independently while collaborating effectively across departments.
  • Critical-thinking and problem-solving skills.
  • Willingness to learn new systems and processes.

About Segra:

Segra owns and operates a wide and dense fiber-optic infrastructure footprint that provides state-of-the-art connectivity, cybersecurity, voice, cloud and colocation solutions, all backed by industry leading service and reliability. Serving over 30,000 connected customer locations, Segra has been providing customer focused solutions for over 125 years.

At Segra, we imagine, we engineer and we build a world of opportunities for our customers through fiber-enabled technologies, driven by our customer-first mentality. We invest in the communities we serve by hiring locally, empowering our teams, and continually upgrading our network infrastructure to deliver smarter, stronger technology solutions.

Benefits Overview:

Segra offers a very robust benefits package to our full-time employees, some of which include:

  • Medical, dental, vision insurance
  • Life insurance
  • 401(k) match
  • Tuition and gym reimbursements
  • Vacation/PTO, paid holidays, floating holidays
  • Volunteer days, parental leave

Our Commitment to Equality:

Segra is an equal opportunity employer and prohibits discrimination of any kind. Segra does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Salary Range: $20 - $25/hr

Beyond competitive health and retirement benefits with immediate 401(k) vesting, Segra also invests in your total well-being through programs supporting physical, mental, financial, and social wellness.

SEGRA is committed to being an equal opportunity employer. The company does not discriminate on the basis of sex, race, color, creed, national origin, age, religion, sexual orientation, gender identity, gender expression, pregnancy, genetic information, veteran status, disability, or any other characteristic protected by applicable federal, state, or local laws in employment with or treatment once employed in the company. No question on this application is used for the purpose of limiting or eliminating any applicant from consideration for employment on any basis prohibited by applicable local, state or federal law. Individuals with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. Please inform SEGRA’s personnel if you need assistance completing this application or to otherwise participate in the application process.
 

NOTHING IN THIS APPLICATION FOR EMPLOYMENT SHALL CREATE AN EXPRESS OR IMPLIED CONTRACT OF EMPLOYMENT.

Skills Required

  • High school diploma or equivalent
  • Previous experience in data entry, order processing, customer service, telecommunications, or a related area
  • Basic familiarity with CRM platforms such as HubSpot, Salesforce, or ServiceNow
  • Strong attention to detail and accuracy
  • Proficiency with Microsoft Excel, Word, and Outlook
  • Strong organizational and time-management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong written and verbal communication skills
  • Ability to work independently and collaborate across departments
  • Critical-thinking and problem-solving skills
  • Willingness to learn new systems and processes
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The Company
HQ: Bengaluru
65 Employees
Year Founded: 2020

What We Do

Lumos is the first internal AppStore for companies. With Lumos, employees are more productive and your enterprise is more compliant with self-service app requests, access reviews, and license management. The result: employees go to their Company AppStore and ask for app and permission access. IT and security can control who can request which apps, perform access reviews, and automate access creation. Lumos makes companies productive and compliant at the same time. Learn more: lumos.com.

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