Clerk II Account Set-Up and Maintenance

SGS_JOB_2043

Admin/Clerical
Remote
Account setup & maintenance
Data entry
CRM (Salesforce)
Microsoft Office
Customer data management
Cybersecurity background

Contract - 01 Months (Contract, with possibility of extension)

Location : 100% Remote – Madison, WI 53707, USA. We are seeking a Clerk II – Account Set-Up and Maintenance professional to work remotely in Madison, WI. The role involves account setup, customer data management, CRM updates, and licensing maintenance. Candidates must have at least 6+ months of experience, strong attention to detail, and a background in cybersecurity.

Job Responsibilities:

  • Process, evaluate, and load new accounts into the company’s computer system.
  • Accurately enter customer data into the centralized maintenance system.
  • Maintain and update customer information.
  • Update CRM system with new and existing account information.
  • Manage licensing for all accounts.
  • Scan and categorize documentation into the scanning system.
  • Perform related duties as assigned.
  • Ensure accuracy and compliance in all account setup and maintenance tasks.

Skills:

  • Minimum 6+ months of relevant experience.
  • Familiarity with Microsoft Office (Word, Excel).
  • Familiarity with Salesforce or other CRM systems.
  • Knowledge of AS400 system (preferred, not required).
  • Ability to interpret customer applications and data accurately.
  • Effective verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • Strong interpersonal skills.
  • Ability to follow processes accurately and ensure compliance with audit standards.

Education/Experience:

  • Minimum 6+ months of experience in account setup, customer service, or data entry.
  • Cybersecurity background required.

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