Advisory Coordinator

Role Overview

EisnerAmper is seeking a Sales Pipeline Data Specialist (Advisory Coordinator) to ensure data quality across the Advisory Services Group and Outsourced Services Group. Reporting into the Growth team, you will audit, clean, and maintain sales pipeline data by resolving duplicates, enforcing stage/field standards, and closing stale opportunities.

Key Responsibilities

• Conduct ongoing audits of CRM and pipeline data to identify duplicate, stale, incomplete, inaccurate, or non-compliant records across NetSuite CRM and other approved platforms (Salesforce, HubSpot).
• Perform daily, weekly, monthly, and quarterly hygiene activities including reviewing opportunity records for completeness, validating required fields, stage classifications, ownership assignments, close dates, service line coding, and originator attribution.
• Correct data issues directly within CRM systems by following up with opportunity leaders to obtain missing or inaccurate information.
• Monitor aging, stalled, dormant, duplicate, and misclassified opportunities, working with stakeholders for timely updates and appropriate disposition.
• Investigate and resolve complex data quality exceptions that cannot be addressed through automated tools, escalating issues when necessary.
• Support the accuracy of pipeline reporting, forecasting, and analytics by maintaining clean and reliable CRM data.
• Prepare and distribute pipeline hygiene reports, scorecards, exception lists, and data quality findings to Growth and practice leadership.
• Maintain and update CRM data quality procedures, hygiene checklists, SOPs, field definitions, and documentation.
• Serve as a resource for CRM users by answering questions related to data entry requirements, pipeline standards, and opportunity management procedures.