Data Entry And Salesforce CRM Specialist

Job Description

We are seeking a detail-oriented Data Entry & Salesforce CRM Specialist to support our Business Development team. You will be responsible for accurately managing and inputting large volumes of data related to target companies into Salesforce, assisting in the evaluation and ongoing management of acquisition candidates.

Key Responsibilities

• Enter and maintain comprehensive records in Salesforce CRM for hundreds to thousands of companies annually, ensuring accuracy and consistency.
• Extract information primarily from internal sources, and occasionally use the internet for supplemental data gathering and validation.
• Work with structured data such as company names, primary contacts, revenue, EBITDA, operating partners, and relevant business details.
• Support the Business Development team by providing clean data for due diligence, outreach, and transaction processes.
• Ensure all entries comply with financial terminology and categorization (EBITDA, revenue, margin, etc.).
• Collaborate with colleagues for training and periodic quality reviews.
  
  

• 2–5 years of experience in a data entry, CRM, or operations support role, preferably in the financial sector, private equity, accounting, fund administration, hedge fund, or banking
• Basic knowledge of financial concepts (EBITDA, margins, revenue).
• Ability to quickly comprehend and apply industry classifications (e.g., logistics, pharma, manufacturing).
• High attention to detail, organizational skills, and ability to manage high-volume workloads.
• Able to work independently and as part of a team, following defined processes and quality standards.
• Proficient with Salesforce CRM; familiarity with related platforms or products a plus.
  
  

• Homebased
• M to F, 9pm to 6am PH Time