Our Client, a Financial company, is looking for a Data Entry Specialist for their Plano, TX/Hybrid location. Responsibilities: + Regularly monitor and retrieve data from Tableau and Google Forms. + Conduct thorough data validation to ensure accuracy and completeness. + Utilize Salesforce to search for existing records matching the incoming data. + Create new records in Salesforce for unmatched submissions, accurately populating required fields. + Update existing records as needed to maintain data integrity. + Use a template to provide relevant information about the processed submissions via email + Collaborate with the sales team to address any questions or concerns regarding the data and processes. + Maintain a professional and courteous demeanor in all interactions. + Field Strategy - Support Field Sales teams + Deals with Credit cards to the Commercial Customers + Provide options on the Care payments to the commercial customers by Cheques or ACH payments + Processes for Field Sales people + Look for leads from the website, internal referrals from sales people in other parts of client + Works on a Google Spread sheet and recommend the candidates/leads through Salesforce to the Sales Teams Requirements: + Salesforce experience (create entry) + Excel / Sheets (G Suite) + Running a process consistently and repeatable + Proficiency in Salesforce, including data entry, record creation, and search functions. + Excellent knowledge of G-Suite applications, particularly Google Forms and Sheets. + Attention to detail and accuracy in data entry. + Ability to follow established procedures and guidelines. + Organizational and time management skills. + Strong written and verbal communication skills. + Ability to work independently and as part of a team. + Data entry exp is a must + Any CRM / Salesforce exp / knowledge is a must (Entries/Data entry into Salesforce) + G-Suite exp is a must + Excellent Communications Why Should You Apply? + Health Benefits + Referral Program + Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.