CRM Contracts and Data Analyst Loc: Newton, MA
Waltham, MA
Job Description:
Key Responsibilities:
1. Read and interpret paper contracts and identify contract #s (35%)
2. Draft amendments based on templates. (20%)
3. Pull reports and calculate prorations (15%)
4. Create quotes with appropriate facilities, products, dates, and $ (25%)
5. Maintain tracking on their portions of the project so we can tell which are drafted in advance and when, which are sent to AM for customer, which have proration calculations, and which have quotes. (5%)
Qualifications:
Completion of a high school or vocational training minimum.
2 or 4 yr college degree strongly preferred.Pivotal (CRM) experience is greatly preferred, but Salesforce or similar CRM experience is acceptable as well.Proficiency in Microsoft Outlook, Word, Excel is required.
Strong analytical skills; accurate and detail oriented.
Able to work under defined timelines.Understands the concept of data integrity. Able to compile data efficiently.Able to communicate effectively and multi-task.Analytic and communication skills geared toward identifying missing or invalid information and finding quick resolution of issues.Able to work with limited instruction on routine tasks, and detailed instruction on new tasks.
1. Read and interpret paper contracts and identify contract #s (35%)
2. Draft amendments based on templates. (20%)
3. Pull reports and calculate prorations (15%)
4. Create quotes with appropriate facilities, products, dates, and $ (25%)
5. Maintain tracking on their portions of the project so we can tell which are drafted in advance and when, which are sent to AM for customer, which have proration calculations, and which have quotes. (5%)
Qualifications:
Completion of a high school or vocational training minimum.
2 or 4 yr college degree strongly preferred.Pivotal (CRM) experience is greatly preferred, but Salesforce or similar CRM experience is acceptable as well.Proficiency in Microsoft Outlook, Word, Excel is required.
Strong analytical skills; accurate and detail oriented.
Able to work under defined timelines.Understands the concept of data integrity. Able to compile data efficiently.Able to communicate effectively and multi-task.Analytic and communication skills geared toward identifying missing or invalid information and finding quick resolution of issues.Able to work with limited instruction on routine tasks, and detailed instruction on new tasks.