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Role Description

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. The Program Specialist is a data-driven role responsible for managing, analyzing, and validating data within the company’s CRM and reporting systems. This individual will work deeply in data daily pulling reports, auditing exports, identifying discrepancies, and ensuring accuracy across sales programs, campaigns, and dealer information. The role requires strong analytical skills, attention to detail, and advanced proficiency in Microsoft Excel.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Key Responsibilities

• Review and audit CRM data exports to identify and resolve blank or incomplete fields related to:
  • Sales data
  • Campaigns
  • Dealer locations
• Perform regular data quality checks, including:
  • Dealer routing validations
  • Unassigned record checks
  • Vendor targeting accuracy reviews
• Create and maintain geographic maps and visual representations to support program planning and analysis
• Generate, analyze, and distribute standardized lead and performance reports to internal teams on a recurring basis
• Utilize Microsoft Excel daily to manipulate and analyze data, including:
  • VLOOKUP/XLOOKUP
  • Pivot Tables
  • Data formatting and cleanup
• Pull reports and exports from CRM software and internal systems to support business operations and decision-making
• Analyze large datasets to identify trends, anomalies, and discrepancies
• Investigate and troubleshoot data inconsistencies, working cross-functionally to correct issues at the source
• Document recurring data issues, processes, and reporting standards to improve efficiency and consistency
• Support internal stakeholders by responding to ad hoc data requests and providing insights as needed
• Assist in improving reporting workflows, automation, and data organization within Excel and the CRM

Qualifications

• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Advanced proficiency in Microsoft Excel
• Experience working with CRM systems and data exports
• Ability to manage and interpret large datasets
• Comfortable working independently in a data-heavy environment
• Strong organizational and communication skills

Requirements

• Contracted Hours per Week: 40 hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: 9:00 AM to 5:00 PM EST
• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Benefits

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!