Data Entry Specialist - Marketing @ Boulay
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.
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
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
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.
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
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:
Attn: Human Resources 7500 Flying Cloud Drive, Suite 800 Eden Prairie, MN 55344
Elizabeth Frye, SPHR Human Resources Director 7500 Flying Cloud Drive, Suite 800 Minneapolis, MN 55344 952.841.3064