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Data Entry Strategist

Role overview

Qualifications

  • 1–2+ years in a data entry, operations, or systems-support role
  • Highly detail-oriented — this role is judged on accuracy
  • Comfortable in spreadsheets (Excel/Google Sheets) and learning new platforms quickly
  • Process-minded: sees a messy workflow and wants to fix it, not just push through it

Responsibilities

  • Maintain accurate, organized data across CRM, spreadsheets, and marketing platforms
  • Design and improve how data moves between systems
  • Audit records regularly to catch duplicates, gaps, or inconsistencies
  • Build simple, repeatable processes so data entry doesn't rely on memory or ad hoc fixes

Key facts

Other skills

  • Microsoft Excel
  • Google Sheets
  • Detail Oriented
  • Problem Solving
  • Time Management

About the company

DayBook Financial Group logo

DayBook Financial Group

Company details

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Job description

Data Entry Strategist

Daybook Financial Group | Remote | Full-Time

We're hiring a Data Entry Strategist to keep our marketing and recruiting data clean, connected, and usable — the person who makes sure nothing falls through the cracks between our tools.

What You'll Own

  • Maintain accurate, organized data across CRM, spreadsheets, and marketing platforms
  • Design and improve how data moves between systems (Canva → Mailchimp, Snov.io lists, analytics tools, BrightLocal citations)
  • Audit records regularly to catch duplicates, gaps, or inconsistencies before they cause problems downstream
  • Build simple, repeatable processes so data entry doesn't rely on memory or ad hoc fixes
  • Support reporting for marketing and recruiting teams with reliable, well-structured data

What We're Looking For

  • 1–2+ years in a data entry, operations, or systems-support role
  • Highly detail-oriented — this role is judged on accuracy
  • Comfortable in spreadsheets (Excel/Google Sheets) and learning new platforms quickly
  • Process-minded: sees a messy workflow and wants to fix it, not just push through it

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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