About this role
ERM is a leading global sustainability consulting firm, committed for nearly 50 years to helping organizations navigate complex environmental, social, and governance (ESG) challenges. We bring together a diverse and inclusive community of experts across regions and disciplines, providing a truly multicultural environment that fosters collaboration, professional growth, and meaningful global exposure. As a people-first organization, ERM values well-being, career development, and the power of collective expertise to drive sustainable impact for our clients—and the planet.
Key Accountabilities & Responsibilities
• Maintain accurate client and account records in Salesforce to support pipeline management, client reporting, and sales activities • Serve as the approval authority for all new Salesforce account creation requests, validating that records meet data standards before creation or modification • Own customer and contact lifecycle processes including creation, maintenance, enrichment, archival, and deactivation • Support opportunity management processes by ensuring accounts, hierarchies, and ownership structures enable accurate pipeline reporting • Participate in testing, migration validation, and process harmonization activities across CRM and ERP platforms • Determine the appropriate account type (commercial vs. legal entity) for each new account request, applying ERM's account classification standards and escalating ambiguous cases to the relevant stakeholder • Execute data cleansing activities including de-duplication and hierarchy remediation • Investigate data quality issues, perform root cause analysis, and support remediation • Contribute to data definitions, standards, process flows, and documentation for commercial data • Collaborate with Sales, Finance, Risk and the central Data team to resolve data issues and ensures account records are correctly created and structured for opportunity management and reporting. • Monitor the integrity of commercial data underpinning pipeline and client reporting; flag systemic data gaps to leadership • Escalate structural data issues affecting pipeline visibility, reporting accuracy, or client management • Analize commercial data trends and patterns to identify quality issues, inform process improvements, and support data-driven decision-making across sales operations
Job Requirements and capabilities Qualifications:
• Bachelor’s degree and 5+ years of experience in sales operations, data management, or a related discipline.
• Experience working with CRM systems (preferably Salesforce Sales Cloud) in a sales operations, data, or commercial support role.
• Familiarity with data governance, data quality management, and master data concepts is advantageous.
• Experience performing basic data analysis using Excel (pivot tables, VLOOKUP, conditional formatting) and familiarity with reporting tools such as Salesforce Reports & Dashboards
Job specific capabilities/skills:
• Strong attention to detail and commitment to maintaining high data quality standards
• Experience supporting Sales & Business Operations or CRM administration processes
• Experience analysing, cleansing, and maintaining operational data sets
• Ability to investigate and resolve data issues through structured problem solving
• Strong understanding of Salesforce account, opportunity, and client hierarchy structures
• Ability to work collaboratively across Sales Operations, Finance, Risk, and Data teams
• Strong organisational skills with the ability to manage operational requests and exceptions efficiently