FactSet
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Sales Operations CRM Specialist Your Team's Impact The Sales Operations CRM Specialist is responsible for maintaining accurate and timely sales, account, contact, and opportunity data across HubSpot and Salesforce. This role serves as the operational bridge between the Corporates sales organization, which utilizes HubSpot as its primary CRM, and the broader enterprise, which relies on Salesforce for reporting, contracting, and revenue management. The successful candidate will own the day-to-day execution of CRM data management processes, ensuring information is accurately transferred, updated, and reconciled between systems. This role will partner closely with Sales, Sales Operations, Revenue Operations, and Business Systems teams to maintain data quality, support reporting accuracy, and improve operational efficiency. What You'll Do Serve as the primary operational liaison between HubSpot and Salesforce, ensuring customer, account, contact, and opportunity data remains accurate and synchronized across both platforms. Manage the creation, maintenance, and updating of account, contact, and opportunity records, including ownership changes, account assignments, renewal data, pipeline updates, and customer information changes. Execute recurring CRM data imports, exports, and reconciliation processes to support sales operations, reporting, and revenue management. Monitor data quality across systems by identifying, investigating, and resolving discrepancies, duplicate records, and data integrity issues. Partner with Sales, Sales Operations, Revenue Operations, and Business Systems teams to support pipeline hygiene to support forecasting accuracy. Develop and maintain process documentation, recommend workflow improvements, and help identify opportunities to automate manual data management activities over time. What We Are Looking For 2-5 years of experience in Sales Operations, Revenue Operations, CRM Administration, or Data Management. Experience working with Salesforce and/or HubSpot. Strong attention to detail and commitment to data accuracy. Experience managing large datasets and performing data imports, exports, and updates. Proficiency in Excel, including data cleansing, lookups, and reconciliation activities. Strong organizational skills and ability to manage recurring operational processes. Success Measures Timely creation and maintenance of Salesforce and HubSpot records. High CRM data accuracy and completeness. Reduction in data discrepancies between systems. Improved pipeline and account reporting reliability. Positive feedback from sales and sales operations stakeholders. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
FactSet
