This role involves analyzing and validating sales account requests, maintaining data integrity, and collaborating with sales and IT teams.
Roles and Responsibilities
- Account Research & Validation:
- Analyze and validate new sales account and NASP requests, utilizing GCH, Salesforce CRM, DNB, SOS, and external research tools.
- Ensure requests meet the following criteria:
- No duplicate accounts
- Legitimate business entities
- Not currently assigned to other sales team members across segments
- Initiate and manage DNB research inquiries.
- Update GCH and Salesforce records with validated information.
- Data Integrity & Maintenance:
- Assist with CLE (Customer Legal Entity) review, updates, and duplicate cleanup to maintain a single, accurate CLE per customer.
- Support year-end sales city cleanup initiatives.
- Champion data quality best practices within the team.
- Collaboration & Support:
- Collaborate with Sales and IT teams to report and resolve system issues.
- Contribute to the development and implementation of GCH 2.0 in collaboration with the GCH team.
- Address CLE inquiry requests.
- Provide support for OneView international sales requests.
- LV BAN Mapping & Segmentation:
- Review LV BAN (Legal View Billing Account Number) mapping queues.
- Leverage GCH 2.0, DNB portal, CRM, Secretary of State data, and public records to research and establish accurate DUNS numbers.
- Adhere to GCH 2.0 and LV guidelines for segment, DUNS, and CLE determination.
Top Skills
Dnb
Gch
Gch 2.0
Oneview
Salesforce CRM
Bounteous Chennai, Tamil Nadu, IND Office
8th Floor, Global Infocity Park, #40, Dr MGR Main Rd, Perungudi, Chennai, Tamil Nadu, India, 600096
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