About careerzynith
careerzynith is a leading U.S.-based telecommunications provider with two decades of experience delivering reliable voice, data, and managed services to businesses across the nation. Our commitment to innovation, customer satisfaction, and operational excellence has positioned us as a trusted partner for enterprises seeking robust connectivity solutions. As we continue to expand our portfolio and modernize our internal processes, we recognize the critical role that clean, accurate, and actionable data plays in driving strategic decisions and delivering exceptional service.
Why This Role Matters
Our Salesforce Customer Relationship Management (CRM) platform is the backbone of our sales, service, and account management teams. Over the years, rapid growth and bandwidth constraints have led to data inconsistencies, duplicate records, and missed automation opportunities. To maintain our competitive edge, we need a meticulous Salesforce expert who can revitalize our CRM, streamline contract workflows, and ensure that every account is enriched with complete, reliable contact information. This project will directly impact the efficiency of our sales outreach, the timeliness of contract renewals, and the overall health of our customer relationships.
Role Overview
We are seeking a U.S.-based Salesforce professional to execute a three‑phase project focused on data entry, automation, and reporting. The ideal candidate will possess a proven track record of Salesforce data hygiene, be comfortable building simple automations using Flow or Process Builder, and demonstrate an unwavering attention to detail. This is a fixed‑price, short‑term engagement (approximately 75 hours) with a clear deliverable timeline of 2–3 weeks.
Key Responsibilities
Phase 1 – Company & Contract Data Entry (≈ 900 Records)
- Import and/or manually update 900 customer accounts from a provided Excel spreadsheet into Salesforce.
- Ensure each record contains the following fields:
- Company Name
- Contact Information (when available)
- Contract Values (including multiple contracts per company, if applicable)
- Contract Expiration Date
- Account Number(s)
- Carrier/Provider Name
- Sales Agency (TSD) associated with the account
- Perform rigorous data cleansing: de‑duplicate records, standardize formatting, and validate field values against business rules.
- Identify and flag discrepancies (e.g., missing contract dates, mismatched account numbers) for resolution or escalation.
- Document any data quality issues and provide recommendations for ongoing maintenance.
Phase 2 – Contract Expiration Notification Automation
- Design and implement a simple, repeatable automation that monitors contract expiration dates.
- Configure a weekly email digest that surfaces contracts expiring in the next 30, 60, and 90 days.
- Include dynamic content in each email, such as:
- Company name
- Days until expiration
- Primary contact first name, phone number, and email
- Suggested next steps for the account team
- Provide a clear method for the sales team to adjust filter criteria or pause notifications as needed.
- Test the automation thoroughly to ensure accuracy and reliability before handoff.
Phase 3 – Contact List Export for Missing POC Information
- Generate a comprehensive CSV/Excel report that lists all Salesforce accounts lacking point‑of‑contact (POC) details.
- For each account, include:
- Company Name
- Account ID
- Sales Agency (TSD)
- First Name (blank if missing)
- Last Name (blank if missing)
- Phone Number (blank if missing)
- Email Address (blank if missing)
- Ensure the export is formatted for easy manual completion by our internal team.
- Deliver the final file securely, adhering to confidentiality protocols.
Essential Qualifications
- Minimum 3 years of hands‑on experience with Salesforce data entry, cleanup, and reporting.
- Demonstrated ability to build basic automations using Salesforce Flow, Process Builder, or similar tools.
- Strong analytical mindset with a meticulous eye for detail and data integrity.
- U.S. citizenship or permanent residency; must be based in the United States.
- Excellent written and verbal communication skills, enabling clear documentation and stakeholder updates.
- Familiarity with telecom or B2B contract structures is a distinct advantage.
Preferred Qualifications
- Salesforce Administrator certification (ADM 201) or higher.
- Experience working in regulated environments where data confidentiality is paramount.
- Proficiency with Excel functions, data validation, and bulk import tools (Data Loader, Data Import Wizard).
- Prior experience delivering similar data‑migration or automation projects on a fixed‑price basis.
- Ability to work independently while maintaining alignment with project milestones and deliverables.
Core Skills & Competencies
- Data Hygiene: Mastery of de‑duplication techniques, validation rules, and data governance best practices.
- Automation Design: Ability to translate business requirements into functional Flow or Process Builder solutions.
- Problem Solving: Proactive identification of data gaps and formulation of practical remediation strategies.
- Project Management: Efficient time management to meet the 2–3 week deadline, with clear progress reporting.
- Security Awareness: Strict adherence to confidentiality agreements and secure handling of sensitive customer data.
Work Environment & Culture at careerzynith
At careerzynith, we foster a collaborative, results‑driven culture where every team member’s contribution directly influences our customers’ success. Although this is a short‑term contract, you will be integrated into our broader sales and operations teams, gaining insight into how data fuels strategic decisions across the organization. Our virtual check‑in meetings are concise, purpose‑focused, and scheduled at mutually convenient times, ensuring you have the support you need without unnecessary interruptions.
Compensation, Perks & Benefits
- Fixed price of $2,500 for the complete scope of work (approximately 75 hours).
- Prompt payment upon successful delivery of all milestones and sign‑off.
- Opportunity to showcase your expertise to a leading telecom firm, potentially opening doors to future engagements.
- Access to careerzynith’s internal knowledge base and optional training resources on advanced Salesforce features (at no additional cost).
- Flexible remote work arrangement; you set your own schedule within the project timeline.
Career Growth & Learning Opportunities
While this engagement is project‑based, exceptional performance may lead to additional short‑term or long‑term contracts with careerzynith. Demonstrating mastery in data governance and automation can position you as a go‑to consultant for future CRM optimization initiatives, providing a pathway to higher‑value assignments and expanded responsibilities.
Application Process
To be considered, please submit the following:
- A concise cover letter outlining your relevant Salesforce experience, particularly in data cleanup and automation.
- Examples or case studies of past projects that mirror the responsibilities described above.
- Proof of U.S. residency (e.g., driver’s license, state ID) to confirm eligibility.
- Confirmation of your ability to sign a confidentiality agreement and adhere to data security standards.
All applications will be reviewed promptly, and qualified candidates will be invited to a brief virtual onboarding session to discuss project specifics, timelines, and communication preferences.
Join careerzynith and Make an Impact
If you thrive on turning messy data into actionable insights, enjoy building simple yet powerful automations, and are eager to contribute to a dynamic telecommunications leader, we want to hear from you. Your expertise will directly empower careerzynith’s sales and service teams to engage customers proactively, reduce contract churn, and maintain the highest standards of data integrity.
Apply today and become a pivotal part of our data‑driven transformation journey.