CRM Data Specialist

Role Description

We are seeking a detail-oriented, highly organized, and self-motivated individual to join our team as a full time, work from home, Data Entry & CRM Specialist. In this role, you will work extensively with Salesforce CRM and Microsoft Office tools to manage, organize, and maintain high-quality, accurate data in our database. The position involves repetitive data tasks, so a commitment to precision, consistency, and focus is critical. We are looking for candidates from India only at this point in time.

You will be responsible for managing and updating CRM systems, ensuring data accuracy, organizing and processing client information and providing administrative assistance. Additional responsibilities include generating reports as needed, maintaining data integrity, and working collaboratively with team members to support operational activities. Reliable high speed internet connection, a good computer and a good grasp of the English language are required.

Key Responsibilities

• Maintain and update Salesforce CRM database with precision and consistency.
• Perform data entry with high accuracy, spotting and correcting errors, inconsistencies, and missing information.
• Apply and enforce data formatting requirements, validation rules, and storage processes.
• Independently manage multiple projects from start to completion within assigned timeframes while collaborating effectively with team members through shared databases.
• Adapt quickly to new systems, tools, and processes.
• Ensure quality control by double-checking work for typos, duplicates, and formatting errors.
• Support the Deal Origination and Executions teams as needed

Required Skills & Qualifications

Ideal Candidate

The ideal candidate is meticulous, process-driven, and thrives in a structured work environment. They enjoy repetitive tasks, take pride in their accuracy, and have a natural ability to maintain focus over long periods. If you are a “data perfectionist” who loves working behind the scenes to ensure systems are clean, consistent, and reliable, this role is for you. Salary will be discussed with candidates once they have passed a qualification interview.

Company Description

Tequity Advisors is a leading M&A advisory firm specializing in Cloud, SaaS, and IT ecosystems. With decades of experience as executives and consultants in software and technology, Tequity helps CEOs and shareholders achieve successful business growth and exit strategies. The firm has expertise in domestic and cross-border transactions, sourcing strategic buyers for clients worldwide. Tequity's mission is to deliver the best transaction outcomes for its clients by leveraging deep industry knowledge and a global network of tech-focused buyers.