Client & Contract Data Specialist
WFA Digital Insight
The remote job market is witnessing a surge in demand for data specialists, with a 25% increase in job postings over the past year. As companies continue to rely on accurate and up-to-date client data, professionals with strong analytical and organizational skills are in high demand. World Fuel Services stands out for its commitment to innovation and employee growth, with a strong track record of promoting a diverse and inclusive work culture. Candidates should be prepared to demonstrate their expertise in Excel and CRM systems, as well as their ability to work collaboratively in a fast-paced environment.
Job Description
About the Role
The Client & Contract Data Specialist plays a critical role in maintaining accurate and complete client, contract, and supplier data within the company's CRM system. This involves working closely with various teams, including sales, pricing, and client services, to ensure seamless data flow and support business operations. The ideal candidate will have a keen eye for detail and a strong analytical mindset, with the ability to work efficiently in a fast-paced environment.The role is part of a larger team that is responsible for driving business growth through effective data management and analysis. As such, the successful candidate will be expected to collaborate with colleagues from diverse backgrounds and contribute to the development of a positive and inclusive work culture.
The company's commitment to innovation and employee growth is reflected in its emphasis on ongoing training and development, ensuring that employees have the skills and knowledge needed to stay ahead of the curve in a rapidly changing industry.
What You Will Do
- Create and maintain accurate company, contact, service location, and electric & natural gas supply contract records within the CRM system
- Review and analyze client invoices, enter detailed data into the CRM system, and provide Sales and Pricing teams with a clear and accurate view of client portfolios
- Reconcile renewal data, including validating locations and tax exemption status
- Verify completeness and compliance of all contract execution documentation and maintain accurate records within the Box repository
- Audit commission share tagging and resolve discrepancies with Sales and Pricing
- Conduct monthly enrollment verifications with suppliers to ensure seamless transitions
- Compare supplier data against CRM records, investigate variances, and collaborate on updates
- Partner with Client Services and Commissions team to resolve post-sale issues and supplier contract and commission discrepancies
- Post daily supplier pricing and operational reports to support departmental needs
- Perform contract updates and system data maintenance with a high level of accuracy
- Prioritize workload effectively to meet deadlines and support business needs
What We Are Looking For
- Strong attention to detail and focus on data accuracy
- Ability to analyze invoices, contracts, and supplier data
- Strong organizational and time management skills
- Clear written communication and ability to work cross-functionally
- Experience working with CRM systems and Excel
- 1-3 years of experience in data entry, contract administration, energy operations, or a similar detail-oriented role
- Associate's or Bachelor's degree in Business, Finance, Energy, or a related field
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong analytical and problem-solving skills
Nice to Have
- Experience in energy, utilities, or other contract-driven industries
- Knowledge of contract law and regulations
- Familiarity with data analytics tools and techniques
- Certification in data management or a related field
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a leading company in the energy industry
- Collaborative and dynamic work environment
- Ongoing training and development opportunities
- Flexible work arrangements, including remote work options
- Access to cutting-edge technology and tools
- Recognition and reward for outstanding performance
- Comprehensive health and wellness programs
- Generous paid time off and holiday schedule
How to Stand Out
- Make sure to highlight your experience with CRM systems and Excel in your application, as these are key skills for the role.
- Be prepared to provide specific examples of your analytical and problem-solving skills, as well as your ability to work collaboratively in a fast-paced environment.
- Review the company's website and social media channels to get a sense of its culture and values, and be prepared to discuss how you align with these.
- Consider creating a portfolio or sample work that demonstrates your data management and analysis skills, as this can be a valuable asset in the application process.
- Don't be afraid to ask questions during the interview process, such as what a typical day in the role looks like or what opportunities there are for professional development.
- Be prepared to discuss your experience with contract administration and data entry, and how you have handled complex or sensitive data in the past.
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