Data Integration Specialist

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemote

Location

United States

Posted

15 days ago

Salary

Not specified

No structured requirement data.

Job Description

We are seeking a highly organized, systems-minded individual to lead a data standardization initiative designed to merge customer information across multiple platforms following regular company acquisitions. The goal of this ongoing project is to ensure customer names, numbers, and accounts are consistent across all systems so that reporting is accurate and reliable for the entire organization. This role will not only own the ongoing cleanup, alignment, and maintenance of customer data, but will also have the opportunity to build or implement automation and tools to increase efficiency and shorten manual effort. The ideal candidate is someone who can complete the project with innovation and process improvement. Review, compare, and standardize customer data across multiple systems (ServiceTrade, ZoHo, Viewpoint, and Microsoft Excel/Office Suite) Create a unified, accurate list of customer names, numbers, and identifiers to ensure reporting integrity Maintain ongoing updates as new customers are added or modified to ensure long-term consistency and alignment Develop processes, workflows, or automation (Excel, macros, AI tooling, scripts, etc.) to streamline future data sync and maintenance Partner with internal stakeholders (Finance, Accounting, Sales, IT) to understand reporting needs and ensure data is optimized for downstream use Troubleshoot discrepancies and drive resolution with appropriate teams Document processes and develop training/reference materials for internal use

Job Requirements

  • Experience working with customer or financial data, ideally within SaaS, service, construction, or field-service environments
  • Proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, pivot tables, data tools, formulas); comfort working with large datasets
  • Strong attention to detail and ability to manage data accuracy at scale
  • Ability to work independently in a remote environment and drive work forward without daily oversight
  • Familiarity with one or more of the following platforms: ServiceTrade, ZoHo, Viewpoint
  • What Success Looks Like
  • Customer data across systems is standardized and continuously accurate
  • Reporting is fully reliable and requires minimal manual cleanup
  • A repeatable automated process exists for future customer data maintenance

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