KGS|RAK| Business Associate

Job description

Key Responsibilities:

- Data validation, ensuring newly created data is accurate and valid.

- Liaise with people requesting new client contact / account records via the bulk upload process including data validation processes using PowerBI

- Enrich client records with information held in other platforms / data sources

- Use external research tools for data validation and data enrichment activities

- Remove duplicate client account / contact records

- Liaise with the National Client Support team to ensure that the two systems are aligned (SAP &CRM)

- Check Sentinel for Sentinel ID number and add number to client account record in CRM

- Check account hierarchy against Sentinel Hierarchy and make changes accordingly. Deal with data updates requests on behalf of the business where required

- Review the FTSE 350 on a quarterly basis

- Deal with more complex CRM queries routed from the IT helpdesk/Finance & EM Helpdesk

- Run and build complex in-system advanced find queries and share with business representatives

- Manage daily CRM deployment process. Update master deployment file to ensure we can track users who have been assigned a license, completed training/ Risk declaration and who has been given access to CRM. Monthly KPI reporting on support tickets and utilization

- Dealing with daily marketing opt outs and bounce backs.

Desired Skill:

- Drive and commitment to deliver a high quality service to the KPMG network

- Professional and organized approach to work and a strong team player

- Working to strict deadlines and flexibility in time management to adjust to global teams

- Excellent written and verbal communication skills

- Understanding of relational databases, in particular Microsoft Dynamics D365 and SAP

- Appreciation of the sequential query language

- Eye for detail and accuracy

- Excellent working knowledge of Excel in particular the use of VLOOKUP

- Ability to work with large data sets across multiple sources

- Ability to think outside the box and develop or enhance business processes, rather than just following predefined processes

- Good communicator both verbal and written and then face to face as well remotely

- Problem solving

- Works well within a team environment