Data Entry Specialist - Marketing @ Boulay

November 16, 2018

As a regional accounting firm, we “hit the sweet spot."  We are large enough to provide you with professional challenges, and growth and development opportunities.  Yet we are not so large that you get lost in a sea of people.  We’re proud that our people have created an environment of professionalism, enthusiasm and support, which stays true to our motto, “Helping you get there…"  We are conveniently located in Eden Prairie and we are currently seeking a talented, enthusiastic individual to join our Firm.   

 

The Data Entry Specialist is responsible for tasks involving the maintenance of data softwares Dynamics 365 and Tamarac. Managing the day to day upkeep, maintenance, training of new users and assistance to firm users.  This role is also responsible for creating and maintaining the User manuals for Dynamics 365 (client/contact input) and Tamarac.

 

KEY RESPONSIBILITIES:

 

CRM System

  • Process name and address changes in all databases  

  • Data entry for 27 partner requests to add: new contacts, opportunities, track and set regarding for appointments, etc.

  • Create campaigns and update data related to campaigns used in Dynamics 365 overlay - Click Dimensions and pull reports for marketing to evaluate ROI and follow-up.

  • Update Partner or Project Manager designations.

  • Adding or terminating Boulay Employees in Dynamics 365.

  • Edit and update the Dynamics 365 user manual with new procedures or changes to current procedures

  • Troubleshoot/Training/Software Updates.

  • Manage requests from staff members or Partners to write or run reports for information from CRM

  • Participate as member of the CRM committee for ongoing enhancements and upgrades.

  • Run Monthly maintenance reports for CRM and correct data

 

Tamarac System

  • Run reports in Tamarac to find new leads or opportunities

  • Research wins and enter into Boulay

  • Manage email notifications from Tamarac when a change is made to update email, phone numbers or addresses

  • Edit and update the Tamarac user manual with new procedures or changes to current procedures

  • Train employees on how to enter data and use system.

  • Run Monthly maintenance reports for Tamarac

  • Minimal maintenance and help CSA's with Tamarac issues.

 

QUALIFICATIONS:

 

Required:

  • High School Diploma

  • A minimum of 1 - 2 years of business and customer service experience in a data entry role

  • Accuracy and fast 10-key skills

  • Problem-solving skills related to electronic data integrity issues

  • Ability to support and receive direction from two or more individuals.

  • Proficiency in Microsoft Office suite

  • Intermediate-level proficiency with Microsoft Excel 

  • Good verbal and written communication and customer service skills.

  • Ability to multi-task and set priorities.

  • Ability to read and comprehend instructions and complete projects and tasks in a timely and accurate manner.

  • Strong desire to learn

Preferred:

  • Microsoft Dynamics or CRM experience

Our clients tell us that what separates Boulay from the rest is our thoughtful and comprehensive client service; how we work hard to develop honest, down-to-earth, long-term relationships by listening to and instigating dialogues, and finally, that we are proactive in helping them solve problems and reach their goals. To be considered for the Boulay team, forward your resume and salary requirements in confidence to: 

 

Boulay

Attn: Human Resources
7500 Flying Cloud Drive, Suite 800
Eden Prairie, MN 55344

 

Email:  resumes@boulaygroup.com

 

Questions? Contact:

 

Elizabeth Frye, SPHR
Human Resources Director

7500 Flying Cloud Drive, Suite 800
Minneapolis, MN 55344
952.841.3064

efrye@boulaygroup.com

 

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