Data Analysis
Preferred learners
- Canada
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
Positions available: 1
We’re looking for a student to help manage data integrity in our customer and prospect CRM database (Salesforce) and marketing automation (HubSpot)
Based on our goals, we are looking for the student to work on the following:
- Manage quality of contact information and source new contact information as needed. Run weekly exception reports to identify gaps.
- Match CRM data to external data source to create account hierarchies.
- Establish standard data entry processes and procedures for CRM users.
- Other marketing-related tasks.
- What is the main goal for this project?
-
Positions available: 1
We’re looking for a student to help manage data integrity in our customer and prospect CRM database (Salesforce) and marketing automation (HubSpot)
Based on our goals, we are looking for the student to work on the following:
- Manage quality of contact information and source new contact information as needed. Run weekly exception reports to identify gaps.
- Match CRM data to external data source to create account hierarchies.
- Establish standard data entry processes and procedures for CRM users.
- Other marketing-related tasks.
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
- https://investorcom.com/
- 51 - 200 employees
- Technology, Banking & finance, It & computing
InvestorCOM is a leader in provider of regulatory compliance software and communications solutions for banks, asset managers, insurance companies and investment dealers in the financial services industry. Our high value, intuitive solutions eliminate compliance risk for our clients.