KGS-Administrator-AMS-Gurgaon

Job description

Roles and responsibilities:

We are recruiting for a Business Associate in the Account Management Support team. Working as a Business Associate in this team, your responsibilities will include:

• Monitor the queue of new client contacts / account records created.

• Data validation, ensuring newly created data is accurate and valid.

• Liaise with people requesting new client contact / account records via the bulk upload process including data validation processes using PowerBI

• Enrich client records with information held in other platforms / data sources

• Use external research tools for data validation and data enrichment activities

• Remove duplicate client account / contact records

• Liaise with the National Client Support team to ensure that the two systems are aligned (SAP &CRM)

• Check Sentinel for Sentinel ID number and add number to client account record in CRM

• Check account hierarchy against Sentinel Hierarchy and make changes accordingly. Deal with data updates requests on behalf of the business where required

• Review the FTSE 350 on a quarterly basis

• Deal with more complex CRM queries routed from the IT helpdesk/Finance & EM Helpdesk

• Run and build complex in-system advanced find queries and share with business representatives

• Manage daily CRM deployment process. Update master deployment file to ensure we can track users who have been assigned a license, completed training/ Risk declaration and who has been given access to CRM. Monthly KPI reporting on support tickets and utilization

• Dealing with daily marketing opt outs and bounce backs.