Jignesh Patel

Experience

1. Senior Associate L2 - Data Operations

   RSM US LLP

   Aug 2023 — Present · Mumbai, IN

   Extract the most relevant information answering the research needs from the relevant databases.\\\\n• Validating the Account Name in CRM to ensure it is the registered name as per Zauba or MCA.\\\\n• Review the account information in the CRM to ensure all the mandatory and non – Mandatory fields are accurately updated.\\\\n• Review the leads and opportunities updated by the users on the CRM and ensure all the mandatory information is correctly updated.\\\\n• Review the contact details updated by the user and highlight any data discrepancies like email address or contact number.\\\\n• Perform regular housekeeping system cleansing activities to improve the overall quality of data held throughout the firm.\\\\n• Build the key statics like no. of clients as per Industry sector, turnover, service line wise client list and have the same updated every month.\\\\n• Built Data base for Marketing Campaign List, User Conference Database, Global Contact Database or Target Account List or Workshop Database, etc.\\\\n• Facilitate the data required for building reports for various Campaigns and Initiatives across the firm\\\\n• Manage report related to monthly CRM activity to determine effectiveness\\\\n• Software knows - CRM, Work Front, Alteryx, etc.\\\\n• Data Base Knowledge – Zoom info, D&B Hoovers, Lead 411, Pitchbook, LinkedIn Sales Navigator, etc.\\\\n• Extracting Data from Marketing List Pull as request by requester.\\\\n• Handling 6+ members team.\\\\n• Working & Managing Queues in Work Front.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

• Patkar College

  Bachelor of Science - BS