Job Description
EisnerAmper is seeking a Sales Pipeline Data Specialist to support data quality across the Advisory Services Group and Outsourced Services Group. Reporting into the Growth team, you will audit, clean, and maintain sales pipeline data: resolving duplicate records, enforcing stage and field standards, and closing out stale opportunities.
You will work closely with the Advisory Services and Outsourced Services growth teams, business development professionals, and practice leadership to ensure pipeline reporting, forecasting, and KPIs are built on reliable, trustworthy data.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry.
You will have the flexibility to manage your days in support of our commitment to work/life balance.
You will join a culture that has received multiple top “Places to Work” awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.
We understand that embracing our differences is what unites us as a team and strengthens our foundation.
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts.
Responsibilities:
Conduct ongoing audits of CRM and pipeline data to identify duplicate, stale, incomplete, inaccurate, or non-compliant records
Perform daily, weekly, monthly, and quarterly pipeline hygiene activities to maintain data quality standards across NetSuite CRM and other approved CRM platforms
Review opportunity records for completeness and accuracy, validating required fields, stage classifications, ownership assignments, close dates, service line coding, originator attribution, and other required data elements
Correct data issues directly within CRM systems and follow up with opportunity leaders and/or other stakeholders to obtain missing or inaccurate information
Monitor aging, stalled, dormant, duplicate, and misclassified opportunities and work with stakeholders to ensure timely updates and appropriate disposition
Investigate and resolve data quality exceptions that cannot be addressed through automated tools, escalating issues when appropriate.
Support the accuracy of pipeline reporting, forecasting, and analytics by maintaining clean and reliable CRM data
Prepare and distribute pipeline hygiene reports, scorecards, exception lists, and data quality findings to Growth and practice leadership
Support pipeline review meetings through data preparation, action-item tracking, and follow-up activities
Maintain and update CRM data quality procedures, hygiene checklists, SOPs, field definitions, and related documentation
Document recurring data issues and recommend updates to processes, procedures, or training materials that improve data quality and consistency
Identify recurring data quality patterns and trends over time, and surface opportunities for process improvement or automation to Growth leadership
Serve as a resource for CRM users by answering questions related to data entry requirements, pipeline standards, and opportunity management procedures
Assist with the creation, maintenance, and modification of CRM reports, dashboards, and data quality monitoring tools
Help promote consistent pipeline definitions, data standards, and CRM practices across NetSuite and other approved CRM platforms, including Salesforce, HubSpot, or future systems
Required Qualifications:
Bachelor’s degree of equivalent experience in business administration, sales operations, data management, or related field
2+ years of experience working with CRM systems, including data entry, cleanup, or quality assurance
Exceptional attention to detail and demonstrated commitment to data accuracy. Ability to identify discrepancies, investigate root causes, and ensure information is maintained to the highest…