Salesforce and CRM Quality Coordinator
Why will you love working with this Client?
The client is a Packaging supplier in the UK that offers a range of high-performance stretch film and pallet stabilisation products.
Location / Shift
Work From Home – UK Shift
Job Overview
We are looking for a hands-on Salesforce & CRM Data Quality Coordinator to support the redesign and clean-up of our CRM structure and data.
This role will help deliver a major data and system improvement project across Salesforce, with linked alignment into Orderwise. The work includes helping define and build a clearer account and contact hierarchy, supporting new field and record structures, cleansing live customer and opportunity data, testing changes in the sandbox, and helping document the processes needed to keep data accurate going forward.
The aim is to create a cleaner, more usable CRM structure that better reflects parent accounts, sites, contacts, opportunities, and decision-making roles, while also improving reporting, consistency,y and long-term data control.
Key Responsibilities
- ●Support the design and implementation of a new Salesforce account hierarchy structure, including parent accounts, site accounts, line-level structure, and contact relationships.
●Help define and apply contact hierarchy and assignment rules so contacts can be correctly linked to parent accounts and, where known, to the right site accounts.
●Assist with defining fields, page layouts, and record requirements across key CRM objects, including accounts, contacts, opportunities, visit reports, activities,s and tasks.
●Build, test, st and validate agreed changes in the Salesforce sandbox before go-live.
●Carry out large-scale customer data cleansing to bring existing records into line with the new structure.
●Clean and restructure account and contact data linked to live pipeline opportunities.
●Support the archiving of legacy or unused CRM data, while maintaining access to historical records where needed.
●Help export and organise historical opportunity data into a separate searchable reference database.
●Document CRM processes, data rules, and procedures so the new structure is maintained properly after launch.
●Create simple user guidance and training materials, including video walkthroughs where useful.
●Set up or support reporting that helps track data quality and prevents the CRM from drifting back into chaos, which humans do love doing to systems.
●Support the rollout of the same structural logic into Orderwise over time.
Requirments
Skills and Experience Required
- ●Experience working with Salesforce administration, configuration, or CRM data projects
●Strong data cleansing and data management skills
●Good understanding of account structures, contacts, opportunities,s and record relationships in Salesforce
●Experience working in sandbox environments and supporting testing before deployment
●Ability to spot data inconsistencies, duplication,n and structural errors
Comfortable handling bulk data updates carefully and accurately
●Strong process documentation skills
●Able to create simple user guides and training material
●Good Excel skills for data review, manipulation, and validation
●Strong attention to detail and ability to work methodically through large volumes of records
● Confidently communicating with internal stakeholders to clarify data rules and business requirements
Desirable
- ●Experience with Salesforce record types, page layouts, validation rules, and reporting
●Experience using data loader or similar import/export tools
●Experience aligning CRM data with ERP or operational systems such as Orderwise
●Experience in a B2B sales or account management environment
●Understanding of decision-making unit mapping or contact role structures within customer accounts
Why join optiBPO?
optiBPO is an exciting workplace where smart, talented professionals will surround you. These professionals support clients across Australia, New Zealand, the US, Canada, and Europe.
Moreover, this is an excellent opportunity for anyone interested in serving as a Salesforce and CRM Quality Coordinator.
The job is within an international environment.
Perks & Benefits
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●In-house medical team and HMO coverage.
●A healthy workplace promotes collaboration and creativity.
●Clear growth strategies and learning opportunities to advance your career.
Enjoy great perks and benefits, such as an in-house medical team and HMO coverage. We maintain a healthy workplace that promotes collaboration, creativity, and teamwork. In addition, we need to help you advance your career by elevating growth strategies. You will also have learning opportunities throughout your career journey with us. If you are passionate about contributing to a dynamic team, the Salesforce and CRM Quality Coordinator role offers great career prospects at optiBPO.
