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plante moran

Experienced Hires

Temporary CRM Data Steward

  • Location: United States, Michigan, Traverse City

Date published:


From day one, experience our difference. Our internal firm services focuses on the firm’s critical business needs. From technology services to marketing and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations.  At Plante Moran, we have a privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. This position is temporary and ends October 1, 2018.


Your role.

Your work will include, but not be limited to:

·         Perform database entry and maintenance, ensuring the accuracy and integrity of data

·         Process updates from marketing team

·         Responsible for cleaning up data, performing searches to reveal inconsistencies and missing info and updating information as needed

·         Updating lists and preparing lists for marketing initiatives

·         Processing returned mail and emails that are bounced, undeliverable, unsubscribes

·         Merging duplicates, verifying accuracy, maintain data entry standards

·         Support for mailing list creation

·         Prepare monthly, quarterly and annual pipeline, activity and data integrity reports

·         Maintains quality results by using templates; following defined CRM standards


The qualifications.

·         High school diploma, Associates degree or equivalent is required

·         MS Office experience required

·         Strong analytical skills

·         Experience with CRM

·         Must have flexible work hours

·         Qualified individuals must either reside in or near the Traverse City, Michigan area or be willing to relocate to the area for this opportunity


Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.


Apply now. Experience our difference.


This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.


Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.


Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   


The specific statements above are not intended to be all-inclusive.