Customer Account Data Validation Specialist - Brea

Only for registered members Brea, United States

1 month ago

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Job summary

We're seeking an Accounting/Finance - Customer Account Data Validation Specialist to work at a leading client in Brea, CA.

You'll be reviewing and validating customer accounts in CRM and Axapta for accuracy. Confirming presence and accuracy of tax ID information for each account. Conducting professional outreach to customers by phone and email to request W-9 forms for missing tax IDs. Updating CRM records and completing alignment steps according to standard operating procedures.
  • Have strong attention to detail and the ability to follow structured processes.
  • Must have experience working with CRM systems (Microsoft Dynamics preferred); ERP familiarity is a plus.

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