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Description

Job ID: 41045

CRM Project Assistant
Our client is looking for a CRM Project Assistant to support the operations of their Project Tracking (PT) and Customer Relationship Management (CRM) systems. PT is used for tracking information about projects and measures completed by customers. CRM is used for tracking information about customers – both accounts (companies) and contacts (people) – and sites. The individual in this position will gather information, perform research, perform analysis, enter data into necessary fields, and apply business rules to clean up data in PT and CRM.

CRM Project Assistant Responsibilities 
Work to clean up accounts, contacts and sites in CRM, including:
Reconcile duplicates, including confirming that site data for sites marked as duplicates has been transferred correctly.
For accounts and sites, create parent-child relationships.
Create connections between accounts, contacts, and sites.
Create sites (if necessary) to assist in creating connections.
Update account operating names to capture information previously captured in DBA field.
Assign site types, site markets, site names, site attributes, and other site data as needed (including government properties, manufactured homes, over 1 aMW, and self-direct certified).
Clean up project phases in PT.
Clean up sort order for measure and project attributes in PT.
Assist with special projects and duties, as requested, which may include:
Work collaboratively to assist in verification and quality control of business customers by legislative district.
Pull signed forms for customers identified as “opt-outs” – i.e., those for whom the utilities do not provide energy consumption data.
Review process and system documentation, as needed, to ensure they are accurate and up to date. 
Utilize SQL Server Management Studio to further assist in research of sites and their respective customers.
Utilize Microsoft Excel to analyze and visualize data in an accessible format.
Attend Operations Analyst and Business Systems Prioritization Team meetings, as needed, to present findings and gather input and feedback.
Perform all functions of the job in a safe and conscientious manner.

CRM Project Assistant Qualifications
Two years’ experience in business/program administration or customer service.
Demonstrated experience providing administrative support to a business group.
Proficient in data entry and general computer use, including MS Office software.
Proficient in Microsoft Excel, including the use of advanced Excel functions for data analysis.
Experience with Customer Relationship Management (CRM) systems and other software applications is strongly preferred.
Experience creating, maintaining and running reports.
Excellent attention to detail.
Customer service orientation and strong verbal communication skills.
Demonstrated experience providing administrative support to a business group.
Proficient in SQL Server Management Studio software application.

Benefits
Benefits are available to eligible VanderHouwen contractors and include coverage for medical, dental, vision, life insurance, short and long term disability, and matching 401k.

About VanderHouwen 
VanderHouwen is an award-winning, Women-Owned, WBENC certified professional staffing firm. Founded in 1987, VanderHouwen has been successfully placing experienced professionals throughout the Pacific Northwest and nationwide.  Our recruitment teams are highly specialized in either Technology and IT, Engineering, or Accounting and Finance career markets. Our recruiters value building meaningful, professional relationships with each candidate as well as developing honed knowledge of companies' staffing needs and workplaces. Partner with us to land your next exciting career.

VanderHouwen is an Equal Opportunity Employer and participates in E-Verify. VanderHouwen does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable local, state or federal civil rights laws.

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