Job Description

Who: Fortune 500 Financial and Insurance Company

What: Account Coordinator/ Data Analyst

Where: Hybrid in NY or NJ

Term: 6+ months

Pay: $40/hr

Description:

Our client is seeking an Account Coordinator to manage data clean-up, reporting, and analytics using Salesforce, Tableau, and Excel . The ideal candidate will have strong experience with pivot tables, data analytics, and data clean-up to support business processes and enhance data integrity.

Key Responsibilities:

• Perform daily data updates and clean-up across Salesforce to support business needs (e.g., territory reassignments, product and contact edits, fundraises).
• Utilize Excel (pivot tables, formulas, and analytics) to perform data analysis, troubleshoot discrepancies, and support reporting requirements.
• Create and maintain dashboards and reports in Tableau to provide actionable insights for key stakeholders.
• Manage user onboarding/offboarding in Salesforce, including license management, security reviews, and profile updates.
• Troubleshoot Salesforce-related issues; collaborate with technology and user teams to resolve problems efficiently.
• Support daily operations of InvestorFlow, including document uploads, data validation, and correspondence.
• Integrate third-party data sources into Salesforce and InvestorFlow platforms to improve data accuracy and reporting capabilities.
• Oversee lifecycle management for diligence and investor reporting rooms.
• Manage investor communications, ensuring data accuracy across platforms and resolving issues related to undeliverable emails.

Data & Analytics:

• Deliver scalable reporting and analytics using Salesforce, Tableau, and Excel to drive data-driven decision-making.
• Conduct audits and proactively identify and resolve data inconsistencies.
• Collaborate with cross-functional teams to ensure data integrity across platforms.

What You Will Bring:

• 2-8 years of experience in a data-focused or coordinator role.
• Strong proficiency in Salesforce, Tableau, and Excel (with emphasis on pivot tables, data analytics, and data clean-up ).
• Experience with tools such as InvestorFlow, Anduin, and Marketing Cloud is a plus.
• Excellent organization, communication, and time management skills with the ability to handle multiple priorities.
• Positive attitude with strong accountability and adaptability.

Preferred Qualifications:

• Experience in the investment management industry .
• Proven ability to work both independently and collaboratively in a fast-paced environment.
• Strong problem-solving, project management, and interpersonal skills.

Job Tags

Similar Jobs