Customer Account Data Validation Specialist jobs in United States
info-icon
This job has closed.
company-logo

Kelly · 1 day ago

Customer Account Data Validation Specialist

Kelly is a staffing company dedicated to helping individuals find the right job opportunities. They are seeking a Customer Account Data Validation Specialist to review and validate customer accounts for accuracy, conduct outreach for missing tax information, and update CRM records accordingly.

OutsourcingProfessional Services
badNo H1Bnote

Responsibilities

Reviewing and validating customer accounts in CRM and Axapta for accuracy
Confirming presence and accuracy of tax ID information for each account
Conducting professional outreach to customers by phone and email to request W-9 forms for missing tax IDs
Updating CRM records and completing alignment steps according to standard operating procedures

Qualification

CRM systemsFinancial customer relationsAxaptaProfessional communicationConfidential information managementAttention to detail

Required

Have strong attention to detail and the ability to follow structured processes
Must have experience working with CRM systems (Microsoft Dynamics preferred); ERP familiarity is a plus
Must have financial customer relations experience
Possess professional communication skills for effective and courteous customer outreach by phone and email
Can manage confidential information responsibly

Benefits

Medical
Dental
Vision
Telemedicine
Term life
Whole life
Accident insurance
Critical illness
A legal plan
Short-term disability
Retirement savings plan
Service bonus
Holiday pay plans (earn up to eight paid holidays per benefit year)
Transit spending account
Paid sick leave under the applicable state or local plan

Company

We’ve been helping organizations find the people they need longer than any other company in the world.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

leader-logo
Chris Layden
Chief Executive Officer
linkedin
N
Nicholas Zuhlke
Vice President, Controller, and Chief Accounting Officer
Company data provided by crunchbase