Overview:
I am a results-driven CRM Data Enrichment Specialist with strong experience supporting an international Investment Banking firm (Raymond James Investment Bank) and global tech companies. I help businesses maintain a clean, accurate, and reliable CRM database by combining advanced data research, validation, automation, and quality control.
My expertise lies in transforming messy, duplicate, and incomplete data into a single source of truth that sales, marketing, and leadership teams can trust.
What I Can Do For You:
*CRM Data Management & Enrichment
- Audit, clean, and standardize company and contact records in DealCloud & Salesforce
- Merge duplicate records and resolve conflicting information
- Maintain data integrity and compliance with privacy standards
*Advanced Research & Validation
- In-depth B2B research using ZoomInfo, PitchBook, LinkedIn, Google Boolean Search, and ChatGPT Prompt Engineering
- Cross-validation of company, executive, and financial data
- Structured profiling for investment, sales, and marketing teams
*Excel Automation & Reporting Support
- Advanced Excel (XLOOKUP, VLOOKUP, INDEX-MATCH, Pivot Tables, Conditional Formatting)
- Bulk data validation, cleanup, and automation to reduce manual work
- Improved reporting accuracy and operational efficiency
*Data Quality & Operations Support
- JIRA ticket handling
- Documentation, standardization, and workflow optimization
- Stakeholder coordination and client-ready data delivery
Why Clients Hire Me:
- Background in Investment Banking & Enterprise Data Operations
- Proven 100% accuracy record (Appen Data Specialist)
- Strong communication (CEFR C2 Proficient English)
- Extremely detail-oriented, confidential, and process-driven
- Able to work independently and integrate seamlessly with remote teams
If you need someone who can clean, enrich, automate, and protect your CRM data while delivering high-quality research and reporting, let's talk.
Verified
