Job Description
Role Overview
We are seeking a detail-oriented, bilingual Salesforce Data Quality Assistant to support a defined 3-month remote project focused on the review and remediation of customer and financial records. The successful candidate will be responsible for systematically reviewing large volumes of data, cross-referencing entries against supporting PDF documentation (including customer records and invoices), and ensuring that information held within our systems is accurate, complete, and consistent.
This is a focused, process-driven position that will suit a candidate who demonstrates a high level of accuracy, discipline, and consistency in repetitive, detail-intensive work. While prior analytical or technical experience is not required, candidates must be reliable, methodical, and able to maintain a high standard of output throughout the duration of the contract.
Key Responsibilities
- Review large datasets (in the order of several thousand rows) within Excel or Google Sheets, examining records on a line-by-line basis.
- Open, review, and interpret supporting PDF documentation, including customer records and invoices, and reconcile their contents against corresponding system entries.
- Identify and correct discrepancies, missing information, duplicate records, and other data quality issues, in line with documented procedures.
- Escalate ambiguous, unusual, or out-of-scope cases to the project lead for review.
- Maintain accurate and timely records of work completed, changes made, and outstanding items, to support project tracking and reporting.
- Deliver consistent quality and productivity throughout the duration of the engagement.
Essential Requirements
- Demonstrable attention to detail and a methodical approach to repetitive tasks.
- Working knowledge of Microsoft Excel and/or Google Sheets, including sorting, filtering, basic formulas, and standard data manipulation.
- Ability to follow established processes accurately and consistently over an extended period.
- Strong written communication skills and the ability to maintain regular, proactive contact with the project lead in a remote working environment.
- Awareness of, and commitment to, the confidential handling of customer and financial information.
- Capacity to work independently and manage personal productivity without direct day-to-day supervision.
Desirable Experience
- Previous experience in a data entry, data clean-up, audit support, bookkeeping, or administrative role.
- Familiarity with a customer relationship management (CRM) system, such as Salesforce or HubSpot.
- Exposure to invoicing, accounts payable / receivable, or other standard financial documentation.
