Responsibilities
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Collaborate with other departments to understand and manage data management and task coordination processes
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Assist in the administration and maintenance of CRM systems and task management platforms
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Assist in workflow optimization, identifying bottlenecks and opportunities for process streamlining, leading to increased productivity
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Ensure accurate and up-to-date data entry into CRM systems, maintaining data integrity and consistency
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Conduct routine data audits to identify and rectify errors, duplicates, and inconsistencies
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Generate regular reports and analyze data to provide insights and recommendations for
process improvements
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Actively participate in team meetings, sharing insights and ideas to contribute to process
enhancements
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Stay up-to-date with industry trends and advancements in data and task management to
suggest innovative solutions
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Create and manage customer segmentation strategies to deliver targeted and personalized
marketing communications
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Create and implement strategies to improve customer journey, especially the after-sales
process
• Create comprehensive and detailed documentation that outlines the step-by-step procedures, guidelines, and best practices for each
department's key activities and workflows
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Participate in data integrations and optimizations between platforms, ensuring seamless data
flow and accuracy across systems
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Play a key role in the implementation and optimization of practice management software
within existing systems to enhance efficiency and collaboration
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Contribute to the introduction of new features and functionalities addressing user needs and
process requirements
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Provide daily support to teams by addressing inquiries, troubleshooting issues, and offering
guidance on platform usage
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Collaborate with marketing and sales teams to generate and present regular reports,
analyzing data to provide insights and recommendations for strategy enhancements
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Foster a culture of continuous improvement by actively seeking feedback from users,
conducting user training sessions, and identifying areas for refinement
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Collaborate with external partners and vendors as needed to ensure smooth integration and
functionality of software systems
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Assume responsibility for the control of data processes between various platforms across the
company's operations, ensuring data integrity and accuracy
Requirements
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Senior year college student or recent graduate with a degree in a relevant field (e.g., Engineering, Business, Information Systems, Computer Science, etc.)
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Have a bachelor’s degree or a senior year college student in related fields such as Engineering, Business, Information Systems, Computer Science, etc
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Strong interest in data management, process optimization, and task coordination
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Solid understanding of HubSpot or similar CRM systems and task management platforms is a
plus
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Exceptional attention to detail and commitment to maintaining data accuracy
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Proficiency in using Microsoft Office Suite (Excel, Word, PowerPoint) for data analysis and
reporting
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Basic understanding of data analysis and visualization concepts
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Excellent written and verbal communication skills in English, enabling effective interaction
with teams
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Strong organizational and time management skills, with the ability to multitask effectively
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Quick learner who is adaptable to changing priorities and willing to take on new challenges
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Proactive attitude, self-motivated, and able to work both independently and collaboratively
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Location: Home office
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Work hours will be based on US TIME ZONES
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Travelling might be required
