Advisory Coordinator - Sales Pipeline Data Analyst
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Job Description
Structured overview of role & requirementsAbout This Role
Audit, clean, and maintain CRM sales pipeline data to ensure accuracy and compliance across NetSuite and other CRM systems.
Resolve duplicate, stale, inaccurate records and enforce data quality standards.
Support pipeline reporting, forecasting, and KPI accuracy by preparing reports, maintaining SOPs, and collaborating with growth and practice leadership.
Minimum Requirements
Bachelor’s degree or equivalent experience in business administration, sales operations, data management, or related field.
2+ years experience working with CRM systems including data entry, cleanup, or quality assurance.
Must be able to maintain 3-4 hours overlap with U.S. business hours for meetings and collaboration.
Strong attention to detail and ability to manage data accuracy rigorously across large CRM datasets.
Ideal Candidate Profile
Experienced with NetSuite CRM or similar platforms such as Salesforce, HubSpot, Microsoft Dynamics.
Familiar with sales pipeline concepts: opportunity stages, forecasting, ownership, and sales reporting.
Demonstrates strong critical thinking with practical business judgment to evaluate and correct CRM data anomalies.