Salesforce Data Specialist

  • Full-time

Job Description

We’re looking for a meticulous and detail-oriented Salesforce Data Specialist to join Levelset's team. In this role, you'll play a crucial part in maintaining the integrity and accuracy of our data systems by finding and verifying account data in Salesforce.

As a Salesforce Data Specialist, you’ll partner with Levelset's sales and operations teams to support our day-to-day sales motion. You'll use your attention to detail, research skills, and knowledge of Salesforce to provide valuable data for our sales team and maintain Salesforce account hygiene. If you are a detail-oriented professional with a passion for data accuracy and process efficiency, we encourage you to apply.

This position reports into the Revenue Operations Manager and will be based in our soon-to-open Heredia, Costa Rica office. We’re looking for someone to join us immediately.

What you’ll do:

  • Conduct research to verify and update existing Salesforce account information, including company details, industry classifications, and relevant contacts

  • Identify and add new contacts to Salesforce, ensuring all necessary fields are populated with accurate information

  • Regularly review Salesforce data to ensure consistency, accuracy, and completeness of account and contact information

  • Ensure timely and accurate entry of researched data into Salesforce and other systems, adhering to established guidelines and data quality standards

  • Validate data regularly to maintain high standards of accuracy and completeness

  • Work closely with sales, marketing, and other departments to understand data needs and ensure that databases support business objectives

  • Generate and analyze reports to track data quality and completeness, offering insights for continuous improvement

  • Adapt to new processes quickly, making complex tasks simple and manageable

What we’re looking for:

  • High School Diploma or GED required

  • Previous experience in data research, data entry, or a related field, preferably with Salesforce

  • Proficient in Salesforce and Excel, with familiarity in online research tools and techniques being a plus

  • Strong focus on accuracy, with the ability to spot errors and inconsistencies in both written communication and data

  • Fluent in English with excellent written and verbal communication skills

  • Ability to manage multiple tasks, prioritize effectively, and adhere to deadlines

  • Self-starter with enthusiasm for growth, able to adapt to new processes and updates quickly

Additional Information

About Us

Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes, and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore.

We are an equal-opportunity employer and welcome builders of all backgrounds. We thrive in a diverse, dynamic, and inclusive environment. We do not tolerate discrimination against candidates or employees on the basis of gender, sex, national origin, civil status, family status, sexual orientation, religion, age, disability, race, traveler community, status as a protected veteran or any other classification protected by law.

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