We are seeking a highly detail-oriented Data Coordinator to support marketing and outbound
initiatives through list management, data validation, and research support.

The Data Coordinator will be responsible for sourcing, validating, organizing, and maintaining
contact and account data across multiple platforms and systems. This role requires strong
attention to detail, the ability to learn new tools quickly, and comfort working with large datasets
and repetitive workflows.

The ideal candidate thrives in structured environments, enjoys working with spreadsheets and
research tools, and can work efficiently while maintaining a high level of accuracy.

Key Responsibilities

Data & List Management
● Validate and verify contact and company information across multiple data sources
● Clean, standardize, deduplicate, and reconcile datasets to maintain data accuracy
● Merge information from multiple tools and sources into final master spreadsheets
● Ensure consistent formatting, tagging, and organization across all datasets
● Build, maintain, and organize targeted contact and account lists for marketing and sales
initiatives
● Compare entered data against source documents for validation and error detection

Data Enrichment & Research
● Use platforms such as Sales Navigator, Lusha, AIdentified, AdvisorPro, CRM systems,
and similar tools to source and enrich contact data
● Pull and validate company information including company size, advisor count, AUM,
business type, and related data points
● Research companies and identify relevant contacts and leadership information
● Utilize internal tools and AI platforms to support data enrichment and research tasks

Spreadsheet & Operational Support
● Create and manage structured Google Sheets for list operations
● Utilize spreadsheet formulas and functions to clean, organize, filter, and format data
efficiently
● Support CRM cleanup and database maintenance efforts
● Respond professionally and efficiently to internal requests regarding data and list
updates
● Maintain organized tracking documents and operational spreadsheets

Qualifications
● 1-2 years of experience in data entry, data operations, sales support, research,
administrative support, or a related field
● Strong attention to detail and commitment to data accuracy
● Proficiency in Google Sheets and/or Excel
● Comfortable using spreadsheet formulas, filtering, sorting, formatting, and cleanup
functions
● Experience with data enrichment and research tools preferred (Sales Navigator, Lusha,
ZoomInfo, AdvisorPro, AIdentified, HubSpot, etc.)
● Strong organizational and time management skills
● Ability to manage repetitive tasks efficiently while maintaining quality and accuracy
● Ability to compare entered data against source documents for validation and error
detection
● Comfortable working across multiple projects and priorities simultaneously
● Ability to follow detailed instructions and implement feedback quickly
● Strong written and verbal communication skills
● Fluent in English (read, write, and speak)
● Comfortable learning new tools and systems quickly
● Self-motivated and able to work independently in a remote environment

Work Environment & Expectations
● Ability to sit and work at a computer for extended periods of time

● Comfortable working in a fast-paced, production-focused environment
● High attention to detail with the ability to maintain consistent, high-quality work
● Ability to adapt quickly and efficiently as priorities and assignments evolve
● Comfortable performing repetitive operational tasks with accuracy and reliability
● Proficient with computer systems, chat platforms, email, and messaging tools
● Remain flexible and adaptable to changing workflows, responsibilities, and business
needs