Job Description
Who: Fortune 500 Financial and Insurance Company
What: Account Coordinator/ Data Analyst
Where: Hybrid in NY or NJ
Term: 6+ months
Pay: $40/hr
Description:
Our client is seeking an Account Coordinator to manage data clean-up, reporting, and analytics using Salesforce, Tableau, and Excel . The ideal candidate will have strong experience with pivot tables, data analytics, and data clean-up to support business processes and enhance data integrity.
Key Responsibilities:
- Perform daily data updates and clean-up across Salesforce to support business needs (e.g., territory reassignments, product and contact edits, fundraises).
- Utilize Excel (pivot tables, formulas, and analytics) to perform data analysis, troubleshoot discrepancies, and support reporting requirements.
- Create and maintain dashboards and reports in Tableau to provide actionable insights for key stakeholders.
- Manage user onboarding/offboarding in Salesforce, including license management, security reviews, and profile updates.
- Troubleshoot Salesforce-related issues; collaborate with technology and user teams to resolve problems efficiently.
- Support daily operations of InvestorFlow, including document uploads, data validation, and correspondence.
- Integrate third-party data sources into Salesforce and InvestorFlow platforms to improve data accuracy and reporting capabilities.
- Oversee lifecycle management for diligence and investor reporting rooms.
- Manage investor communications, ensuring data accuracy across platforms and resolving issues related to undeliverable emails.
Data & Analytics:
- Deliver scalable reporting and analytics using Salesforce, Tableau, and Excel to drive data-driven decision-making.
- Conduct audits and proactively identify and resolve data inconsistencies.
- Collaborate with cross-functional teams to ensure data integrity across platforms.
What You Will Bring:
- 2-8 years of experience in a data-focused or coordinator role.
- Strong proficiency in Salesforce, Tableau, and Excel (with emphasis on pivot tables, data analytics, and data clean-up ).
- Experience with tools such as InvestorFlow, Anduin, and Marketing Cloud is a plus.
- Excellent organization, communication, and time management skills with the ability to handle multiple priorities.
- Positive attitude with strong accountability and adaptability.
Preferred Qualifications:
- Experience in the investment management industry .
- Proven ability to work both independently and collaboratively in a fast-paced environment.
- Strong problem-solving, project management, and interpersonal skills.
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