Customer Data Integrity Specialist

Job Description

Customer Data Integrity Specialist

The Customer Data Integrity Specialist is a pivotal role dedicated to ensuring the accuracy and integrity of customer data across the entire account lifecycle, from initial onboarding through to deboarding. This specialist is responsible for the precise setup and ongoing maintenance of new accounts, as well as the compliant and proper closure of terminated accounts. Beyond day-to-day account management, this role actively contributes to broader data integrity initiatives across various departments, playing a key part in delivering a seamless customer experience for both established legacy customers and those acquired through new ventures.

Key Responsibilities:

• New Account Setup (Digital & Paper):
  • Thoroughly review Service Agreements (SAs) submitted via Salesforce or Email for completeness and accuracy.
  • Initiate and finalize account setup procedures within ADDs, Salesforce, and other designated internal systems.
  • Process paper Residential Service Agreements (RSAs) with meticulous accuracy, ensuring the timely establishment of new accounts.
• Cross-Department Communication:
  • Maintain clear, professional communication with Sales and Operations teams to effectively resolve any missing or inaccurate RSA information.
  • Collaborate closely with the Credit team to facilitate the reinstatement of accounts previously closed due to credit-related issues.
  • Ensure the ongoing accuracy of existing account information by regularly updating records based on data received from other internal teams.
• Account Termination (Deboarding):
  • Execute the processing of account terminations, which includes:
  • Removing all associated payment information.
  • Updating or removing tank information for customer-owned equipment.
  • Processing refund requests for closed accounts with credit balances, originating from the OSR team or Inactive Account Cleanup Projects.
• Data Accuracy & Maintenance:
  • Maintain and regularly update customer records to ensure consistent data accuracy across all integrated systems.
  • Actively participate in cleanup and data integrity projects through systematic internal audits.
  • Efficiently manage acquisition accounts, encompassing the addition of new accounts, updating existing information, and processing terminations as required.
• Cross-Functional Projects:
  • Collaborate with Customer Service, Service, and other internal teams on critical projects focused on legacy and acquisition account cleanup and comprehensive data validation.

Qualifications:

• Proven experience in a data-focused administrative or operations support role.
• Demonstrated proficiency in working across multiple systems and platforms, with particular emphasis on Salesforce or similar Customer Relationship Management (CRM) systems.
• Exceptional attention to detail, consistently achieving a high level of accuracy in data entry and review processes.
• Strong verbal and written communication skills, with the ability to clearly and professionally articulate issues and resolutions.
• Comfortable working effectively both independently and collaboratively across diverse departments.
• Experience in utilities, HVAC, or service-related industries is considered a significant advantage.

Skills & Attributes:

• High attention to detail and superior organizational skills.
• Tech-savvy; adept at learning and navigating multiple software platforms and systems efficiently.
• Possesses a professional, customer-focused communication style.
• An analytical thinker who proactively identifies discrepancies and takes initiative to resolve them.
• Adaptable and capable of managing shifting priorities and timelines effectively.

Work Schedule:

Monday – Friday, 8:00 AM – 4:30 PM