Overview of Responsibilities
This position is responsible for maintaining the integrity of the firm’s various databases. The Data Steward will contribute to the marketing efforts of the firm by:
- ensuring high levels of data quality and integrity, including availability, accuracy, completeness, consistency, and privacy
- initiating new client records
- being the "Gate Keeper" in maintaining consistency, uniformity, and accuracy of data
- responding to and providing appropriate information for all data-related questions and inquiries
- investigating database issues, working with director to reach resolution
- managing all mass imports/exports of data
- producing reports as requested
The above areas of responsibility apply to the following:
- PROSPECT DATABASE – CONTACT EASE
- EVENT LIST MANAGEMENT – CONTACT EASE & CONSTANT CONTACT
- CLIENT DATABASE MANAGEMENT – PRACTICE MANAGEMENT & CONTACT EASE
A qualified applicant will be a self-starter, with strong verbal and written communications skills needed to execute the processes necessary to support marketing activities.
Prior data steward experience is required, Practice Management experience a plus but not required.
Essential core competencies include an ability to work well with others, proactive thinking, objectivity, diplomacy, and good communications skills.
The candidate must be strong and meticulous in the effective management of multiple projects and in following through to complete projects and meet deadlines.
The candidate must be proficient and skilled in the following areas:
- Data management
- Microsoft Excel & Outlook
- Detail-oriented execution and proofreading
- Project planning and completion of tasks
- Organizational skills
This position is presently designed to be part time, estimated at 15-25 hours per week (time each week may vary/fluctuate depending on volume of work) .
PROSPECT DATABASE – CONTACT EASE
- Add new prospects
- Run various routine reports to help identify data errors
- Correct errors, working with appropriate staff to obtain necessary information
- Run reports as requested by Director, Partners, etc.
EVENT LIST MANAGEMENT – CONTACT EASE & CONSTANT CONTACT
- Maintain lists of invitees for all firm-sponsored events
- Record attendence by uploading data to Contact Ease
- Maintain lists of recipients of electronic event notifications and invitations in Constant Contact
- Provide lists to regional offices as needed
CLIENT DATABASE MANAGEMENT – PRACTICE MANAGEMENT & CONTACT EASE
- Enter new client records, provide new client numbers to offices as needed
- Routinely review for consistency and completion
- Run lists and reports as needed by leadership team
To apply for this job opening, please first post your resume.
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CapinCrouse serves the not-for-profit community with assurance, tax and advisory services. This has been our focus since 1972, when the firm was founded by Dick Capin.
With offices from Atlanta to Los Angeles, we’re a national accounting firm with a national practice approach that helps us leverage expertise and best practices from across the firm to best meet the specific needs of our clients. We support this approach with technology that includes a paperless platform for our assurance practice that links everyo More...