CRM Data Specialist

 
About Us:
On-Board Services, Incorporated is an on-site contract service provider for a local manufacturing entity providing full time positions to our employees. We offer benefits as well as 401k.
 
Position Details:
Title: CRM Data Specialist
Position Type: 3 month contract with additional opportunity contingent upon performance and continued business need
Job Location: Auburn Hills, MI  
Shift:  1^st shift
Benefits: 401K, Dental insurance, Life Insurance, Medical Insurance, Vision Insurance, PTO 
Compensation: $36.76/HR

Position Overview
We are looking for a detail-oriented CRM Data Specialist to support the development of a complete, accurate, and actionable view of customers, accounts, and contacts within the construction materials and building products industry.

This short-term role focuses primarily on data enrichment, data consolidation, research, and CRM completeness. There are no outbound cold calls or inbound sales responsibilities. The ideal candidate is curious, persistent, highly detail-oriented, and comfortable researching multiple sources to piece together a complete company and account profile, including account relationships and hierarchies, that sales teams can confidently use.

Key Responsibilities
Customer Research & Data Enrichment

• Research companies, accounts, contacts, job roles, locations, and business relationships to strengthen customer records in Salesforce.
• Investigate missing, incomplete, duplicate, or inconsistent customer information using Salesforce, internal records, web research, and other available resources.
• Identify and connect related accounts and contacts to help sales teams understand the broader customer relationship and account structure.
• Document research findings clearly and concisely so sales representatives can quickly understand the customer and take appropriate action.

Salesforce CRM Data Management

• Update and maintain customer, account, and contact information within Salesforce.
• Review account ownership, existing notes, and customer records to identify data quality issues and opportunities for improvement.
• Improve CRM completeness by filling gaps in company information, locations, customer types, contact roles, and account relationships.
• Identify and flag duplicate, outdated, inaccurate, or incomplete records, as well as unclear ownership or records requiring sales follow-up or additional validation.

Construction Customer Intelligence

• Research construction-related companies and key influencers, including contractors, builders, architects, developers, distributors, and other project stakeholders.
• Develop accurate account profiles and identify relationships between companies, contacts, and projects.
• Summarize research findings in a concise, practical format that enables sales and business teams to make informed decisions.
• Collaborate with DCX, sales, and marketing teams to improve customer visibility, CRM usability, and data quality.

Qualifications
Required Experience

• 1–3+ years of experience in data entry, research, CRM administration/support, sales operations, customer operations, construction administration, or a related field.
• Experience researching companies, contacts, customer records, or business relationships within a CRM or structured database environment.
• High school diploma or GED required; additional education or experience in business, sales, construction management, or a related field is a plus.

Skills & Technical Requirements

• Must have Salesforce CRM experience, including the ability to navigate accounts, contacts, records, and related information.
• Strong computer skills, including Microsoft Office, email, internet research, and the ability to work across multiple systems.
• Strong written communication skills with the ability to summarize research findings clearly and effectively for a sales audience.
• Exceptional attention to detail and accuracy when entering, cleaning, validating, and connecting customer data.
• Strong organizational, analytical, and problem-solving skills.

Preferred Construction Knowledge

• Familiarity with construction industry terminology, customer segments, and project-based sales cycles.
• Understanding of relationships among contractors, builders, architects, developers, distributors, and building product companies.
• Ability to quickly learn building product applications, construction terminology, and customer structures.
• Comfortable asking questions and working with subject matter experts to validate information.

Ideal Candidate

• Enjoys research, investigation, pattern recognition, and connecting information from multiple sources.
• Takes ownership of building a complete and reliable view of the customer rather than simply entering data.
• Dependable, organized, resourceful, and comfortable working independently in situations where information may be incomplete or unclear.
• Able to balance speed and productivity with accuracy and data integrity.
• Understands that complete, accurate, and trusted CRM data enables sales teams to make better decisions and take more effective action.

 
 
 
 
On-Board was founded in 1976 by Robert L. Wilson to provide Engineering and Design services to the chemical manufacturing industry. Today, On-Board is a thriving privately held family of companies with services including: Consulting, Professional Engineering, Industrial Maintenance and Facility Management, Contracted Manufacturing and Production Services, as well as Temporary Staffing and Recruiting throughout North America.

The On-Board Family of Companies conducts operations through its Corporate Headquarters located in East Windsor, NJ along with Regional Offices in New Castle, DE and Wake Forest, NC.  On-Board’s Mission is to provide “Flexible Service by applying the talents of our people, work processes and technology to meet our clients’ expectations in a Safe, Responsible and Dependable manner.”

On-Board Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, sex, national origin, age, disability or genetics.
 
JD# 25-01365
INDOJ