Customer Relationship Management (CRM) Systems, Data Cleaning, Data Entry, Data Formats, Data Migration, Data Quality, Detail Oriented, Documentation, Microsoft Excel, Onboarding, Pricing, Sales, Sales Closing Skills, Sales Operations, Sales Support, Salesforce.com, Time Management
Scope of Work
- Approximately 4,000 quote/opportunity records spanning deals won from 2020 to present
- Estimated 5–10 minutes per record, or roughly 335 to 665 total hours of work
- All work must be fully completed no later than September 27, 2026 to allow time for review and loading ahead of go-live
Because this project supports a fixed deployment date, we need someone who can commit to regular, dedicated hours throughout the engagement — not on an ad hoc basis.Onboarding & Schedule
- The engagement begins with a ramp-up period to get familiar with our systems, files, and data conventions before moving to full production pace
- Standard weekday hours during onboarding
- Weekend hours may be available once the individual is up to speed — this is optional but helpful for keeping pace with the deadline, and is not expected during the initial learning period
Responsibilities
- Review historical quote documentation from deals won by the team
- Accurately transcribe quote and opportunity details into a standardized Excel template
- Maintain consistency and precision across all entries
- Flag discrepancies, missing information, or unclear source data to the project lead
- Follow established data formatting and naming conventions
- Ask questions and raise concerns promptly when quote and opportunity information is unclear or incomplete
- Meet weekly progress targets to ensure all work is complete by September 27, 2026
Qualifications
- Strong attention to detail and commitment to data accuracy
- Familiarity with sales quotes, pricing documents, and opportunity information
- Comfortable working independently on repetitive tasks while maintaining focus
- Willing to raise a hand when stumped or unsure rather than guessing
- Ability to follow structured processes and conventions
- Availability and reliability complete all work by September 27, 2026
Nice to Have
- Prior exposure to CRM system
- Experience with data migration or data cleanup projects
- Background in sales operations, sales support, or a related field
C
Convergenz
"An Opportunity to Help"
It started on day one. Convergenz, LLC began in July 2000, at what was fast evolving into the “Dot Com bust” and a rapid rise in unemployment. Our own customers were getting laid off en masse and sending us their resumes, desperate for work. Despite the recession that followed, little by little, we were able to successfully help find people opportunities; and as a company survive this difficult time in our economy. Over ten years later, our mission of connecting people with jobs has never seemed more important.
By the nature of the Staffing Industry, Convergenz is in a unique position to help, and positively affect peoples’ lives. For over a decade we have been able to assist professionals through historically turbulent times in the American economy. From the Dot-Com bubble, through the post 9/11 wave of layoffs, and the “Great Recession” of 2008—we have been able to offer help and resources to people who have needed access to new career opportunities. Whether it was making a major career change, or simply needing to be placed on a contract assignment to get through “right now”—we hope that we are able to help our consultants and clients through these times of uncertainty.
When we think of what sets us apart from our competition, we immediately come back to the fact that we have big company success but do it with a small company touch. Hands on, no red-tape, responsive to peoples’ needs, inquiries, and requests. In other words—Provide Great Service All the Time. When we founded Convergenz, we set out to build a firm that we would want to work for. Be a successful business – but do it the right way, in the boardroom and in the community.
Every day is an exercise in self-reflection —we look to get better, to learn, and grow. We set out to make a positive difference every day, and take pride in the results.
500 to 999 employees
Staffing/Employment Agencies