【Contractor】CRM客戶數據維護專員

1. Data Maintenance & Cleaning • Update key fields in Account / Contact / Lead / Opportunity records (e.g., company address, tax ID, number of employees, contact status, product info, etc.) • Assist with duplicate record identification, tagging, merging, or standardizing fields based on provided instructions • Perform regular data cleaning tasks, such as marking inactive records and completing missing information 2. Data Import & Upload • Use Data Loader or Data Import Wizard to batch upload records into Salesforce (e.g., monthly account imports, campaign leads, sales actuals) • Assist in verifying file formats and field mappings prior to import 3. Task Tracking & Logging • Support the tracking and updating of sales-related tasks (e.g., promotional campaign follow-ups, direct mail, care calls) • Help maintain and update Task and Campaign History records 4. Account Linking & Tagging • Set up and maintain parent-child account relationships in Salesforce • Update account tags, such as industry type, customer classification (e.g., A/B/C tiers), or other attributes 5. Other Ad-hoc Tasks • Assist with data preparation or updates for internal reports • Support any additional operational assignments from the department lead (limited to executional/admin tasks) 謝謝您用心準備履歷投遞此職缺，我們會盡快看您的履歷並安排適合者面談。 若不符合者也不另做通知，感謝您的體諒