Salesforce CRM Cleanup, Data Entry, Contract Alerts & Contact Audit (US-Based)

🌍 Remote, USA 💹 Full-time 🕐 Posted Recently

Job Description

We are a U.S.-based telecommunications company that’s been in business for 20 years. Our Salesforce CRM has fallen behind due to bandwidth constraints, and we’re now looking for a U.S.-based Salesforce expert to help us clean, organize, and automate part of our workflow.

This role involves three key deliverables:

1. Company & contract data entry for around 900 customers

2. Automated alerts for expiring contracts

3. Exporting a list of accounts missing contact info

Scope of Work Details

Part 1: Company & Contract Data Entry. Enter and/or update 900 customer accounts in Salesforce from an excel sheet.

Each record must include:

1. Company Name

2. Contact Information (when available)

3. Contract Values. Some company's can have multiple contracts.

4. Contract Expiration Date

5. Account Number(s)

6. Carrier/Provider Name

7. TSD (the sales agency associated with the account)

Ensure data is clean, de-duplicated, and consistently formatted.

Flag or resolve discrepancies where appropriate.

Part 2: "Contract Expiring" Notification

Set up a simple automation that sends an email notification to our team of upcoming contract expirations.

Ideal format: weekly emails with the ability to filter for contracts expiring in the next 30, 60, or 90 days. I.e. "[Company A]'s contract is expiring in 90 days, reach out to [Contact First Name] at [Contact Phone Number] now."

Part 3: Final Contact List Export

Generate an excel file that identifies Salesforce Company accounts that are missing point-of-contact (POC) info including:

First and Last Name

Phone Number

Email Address

Export this list to a spreadsheet format (CSV/Excel) Including blank fields for our team to complete manually

Include Company Name, TSD, and Account ID for our team to reference.

Other notes:

Data Sensitivity & Confidentiality

This role will involve access to confidential customer data.

You must:

1. Sign a simple Confidentiality Agreement (we’ll provide this) prior to starting work.