Salesforce CRM Cleanup, Data Entry, Contract Alerts & Contact Audit (US-Based)
We are a U.S.-based telecommunications company that’s been in business for 20 years. Our Salesforce CRM has fallen behind due to bandwidth constraints, and we’re now looking for a U.S.-based Salesforce expert to help us clean, organize, and automate part of our workflow.
This role involves three key deliverables:
1. Company & contract data entry for around 900 customers
2. Automated alerts for expiring contracts
3. Exporting a list of accounts missing contact info
Scope of Work Details
Part 1: Company & Contract Data Entry. Enter and/or update 900 customer accounts in Salesforce from an excel sheet.
Each record must include:
1. Company Name
2. Contact Information (when available)
3. Contract Values. Some company's can have multiple contracts.
4. Contract Expiration Date
5. Account Number(s)
6. Carrier/Provider Name
7. TSD (the sales agency associated with the account)
Ensure data is clean, de-duplicated, and consistently formatted.
Flag or resolve discrepancies where appropriate.
Part 2: "Contract Expiring" Notification
Set up a simple automation that sends an email notification to our team of upcoming contract expirations.
Ideal format: weekly emails with the ability to filter for contracts expiring in the next 30, 60, or 90 days. I.e. "[Company A]'s contract is expiring in 90 days, reach out to [Contact First Name] at [Contact Phone Number] now."
Part 3: Final Contact List Export
Generate an excel file that identifies Salesforce Company accounts that are missing point-of-contact (POC) info including:
First and Last Name
Phone Number
Email Address
Export this list to a spreadsheet format (CSV/Excel) Including blank fields for our team to complete manually
Include Company Name, TSD, and Account ID for our team to reference.
Other notes:
Data Sensitivity & Confidentiality
This role will involve access to confidential customer data.
You must:
1. Sign a simple Confidentiality Agreement (we’ll provide this) prior to starting work.
2. Treat all data with strict confidentiality according to the agreement.
3. Use secure connections and follow basic data security best practices.
Communication & Meetings
You must be available for up to 3 virtual check-in meetings during the project.
These may be used for onboarding, progress reviews, or troubleshooting
Meetings will be scheduled based on mutual availability
✅ Requirements
Proven experience with Salesforce data entry, reporting, and cleanup
Comfort with basic automation tools inside Salesforce (Flow, Process Builder, or dashboards)
Strong attention to detail and process accuracy
U.S.-based only
Telecom or B2B contract familiarity is a bonus
Estimated Time & Budget:
Estimated 75 hours of work
Fixed Price: $2,500
Project start: ASAP
Target completion: Within 2–3 weeks
Apply Now
Apply Now
This role involves three key deliverables:
1. Company & contract data entry for around 900 customers
2. Automated alerts for expiring contracts
3. Exporting a list of accounts missing contact info
Scope of Work Details
Part 1: Company & Contract Data Entry. Enter and/or update 900 customer accounts in Salesforce from an excel sheet.
Each record must include:
1. Company Name
2. Contact Information (when available)
3. Contract Values. Some company's can have multiple contracts.
4. Contract Expiration Date
5. Account Number(s)
6. Carrier/Provider Name
7. TSD (the sales agency associated with the account)
Ensure data is clean, de-duplicated, and consistently formatted.
Flag or resolve discrepancies where appropriate.
Part 2: "Contract Expiring" Notification
Set up a simple automation that sends an email notification to our team of upcoming contract expirations.
Ideal format: weekly emails with the ability to filter for contracts expiring in the next 30, 60, or 90 days. I.e. "[Company A]'s contract is expiring in 90 days, reach out to [Contact First Name] at [Contact Phone Number] now."
Part 3: Final Contact List Export
Generate an excel file that identifies Salesforce Company accounts that are missing point-of-contact (POC) info including:
First and Last Name
Phone Number
Email Address
Export this list to a spreadsheet format (CSV/Excel) Including blank fields for our team to complete manually
Include Company Name, TSD, and Account ID for our team to reference.
Other notes:
Data Sensitivity & Confidentiality
This role will involve access to confidential customer data.
You must:
1. Sign a simple Confidentiality Agreement (we’ll provide this) prior to starting work.
2. Treat all data with strict confidentiality according to the agreement.
3. Use secure connections and follow basic data security best practices.
Communication & Meetings
You must be available for up to 3 virtual check-in meetings during the project.
These may be used for onboarding, progress reviews, or troubleshooting
Meetings will be scheduled based on mutual availability
✅ Requirements
Proven experience with Salesforce data entry, reporting, and cleanup
Comfort with basic automation tools inside Salesforce (Flow, Process Builder, or dashboards)
Strong attention to detail and process accuracy
U.S.-based only
Telecom or B2B contract familiarity is a bonus
Estimated Time & Budget:
Estimated 75 hours of work
Fixed Price: $2,500
Project start: ASAP
Target completion: Within 2–3 weeks
Apply Now
Apply Now