Customer Data Integrity Specialist

This a Full Remote job, the offer is available from: Colorado (USA), Indiana (USA), New York (USA) Position Summary: The Customer Data Integrity Specialist plays a critical role in maintaining the accuracy and integrity of customer data throughout the full account lifecycle—from onboarding to deboarding. This role ensures that new accounts are accurately set up and maintained, and that terminated accounts are closed properly and compliantly. In addition, the specialist supports broader data integrity projects across departments, ensuring seamless customer experience for both legacy and acquired customers. Key Responsibilities: • New Account Setup (Digital & Paper): • Review SAs (Service Agreements) submitted via Salesforce or Email for completeness and accuracy. • Initiate and complete account setup within ADDs, Salesforce and other internal systems. • Process paper RSAs with a high degree of accuracy, ensuring timely setup of new accounts. • Cross Department Communication: • Communicate clearly and professionally with Sales and Operations teams to resolve missing or inaccurate RSA information. • Collaborate with the Credit team on reinstatement of accounts previously closed for credit-related reasons. • Ensure accuracy of existing account information by regularly updating records based on data received from other teams. • Account Termination (Deboarding): • Process account terminations, including: • Removing payment information. • Updating or removing tank information, for customer owned equipment. • Processing refund requests for closed accounts from OSR team or Inactive Account Cleanup Projects with credit balances. • Data Accuracy & Maintenance: • Maintain and update customer records to ensure data accuracy across all systems. • Participate in cleanup and data integrity projects through internal audits. • Manage acquisition accounts, including adding new accounts, updating existing information, and processing terminations. • Cross-Functional Projects: • Work with Customer Service, Service, and other internal teams on projects involving legacy and acquisition account cleanup and data validation. Qualifications: • Proven experience in a data-focused administrative or operations support role. • Proficiency working across multiple systems and platforms, especially Salesforce or similar CRMs. • Exceptional attention to detail with a high level of accuracy in data entry and review. • Strong verbal and written communication skills; ability to explain issues clearly and professionally. • Comfortable working independently as well as collaboratively across departments. • Experience in utilities, HVAC, or service-related industries a plus. Skills & Attributes: • High attention to detail and organizational skills. • Tech-savvy; comfortable learning and navigating multiple platforms. • Professional, customer-focused communication style. • An analytical thinker who takes the initiative to identify and resolve discrepancies. • Adaptable and able to manage shifting priorities and timelines Mon- Fri Start 8-4:30 This offer from "Paraco" has been enriched by Jobgether.com and got a 75% flex score. Apply tot his job

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...