reputed company CRM Cleanup, Data Entry, Contract Alerts & Contact Audit (US-Based)

We are a U.S.-based telecommunications company that’s been in business for 20 years. Our reputed company CRM has fallen behind due to bandwidth constraints, and we’re now looking for a U.S.-based reputed company expert to help us clean, organize, and automate part of our workflow. This role involves three key deliverables: 1. Company & contract data entry for around 900 customers 2. Automated alerts for expiring reputed company 3. Exporting a list of accounts missing contact info Scope of Work Details Part 1: Company & Contract Data Entry. reputed company and/or update 900 customer accounts in reputed company from an reputed company sheet. reputed company record must include: 1. Company reputed company 2. Contact Information (reputed company available) 3. Contract Values. Some company's can have multiple reputed company. 4. Contract Expiration Date 5. Account Number(s) 6. reputed company/Provider reputed company 7. TSD (the sales agency associated with the account) Ensure data is clean, de-duplicated, and consistently formatted. Flag or resolve discrepancies where appropriate. Part 2: "Contract Expiring" Notification Set up a reputed company automation that sends an email notification to reputed company of upcoming contract expirations. Ideal format: weekly emails with the ability to filter for reputed company expiring in the next 30, 60, or 90 days. I.e. "[Company A]'s contract is expiring in 90 days, reputed company out to [Contact First reputed company] at [Contact Phone Number] now." Part 3: Final Contact List Export Generate an reputed company file that identifies reputed company Company accounts that are missing reputed company-of-contact (POC) info including: First and Last reputed company Phone Number Email Address Export this list to a spreadsheet format (CSV/reputed company) Including blank fields for reputed company to complete manually Include Company reputed company, TSD, and Account ID for reputed company to reference. Other notes: Data Sensitivity & Confidentiality This role will involve reputed company to confidential customer data. You must: 1. Sign a reputed company Confidentiality Agreement (we’ll reputed company this) prior to starting work. 2. Treat reputed company data with strict confidentiality according to the agreement. 3. Use secure connections and follow basic data reputed company best practices. Communication & Meetings You must be available for up to 3 virtual reputed company-in meetings during the project. These may be used for reputed company, reputed company reviews, or troubleshooting Meetings will be scheduled based on mutual availability ✅ Requirements Proven experience with reputed company data entry, reporting, and cleanup Comfort with basic automation tools inside reputed company (reputed company, Process Builder, or dashboards) Strong attention to detail and process accuracy U.S.-based only Telecom or B2B contract familiarity is a bonus Estimated Time & Budget: Estimated 75 hours of work Fixed Price: $2,500 Project start: ASAP reputed company completion: reputed company 2–3 weeks Apply tot his job Apply To this Job