Revenue Data Operations Specialist

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Revenue Data Operations Specialist Role Summary The Revenue Data Operations Specialist carries out repeatable data operations across Microsoft Dynamics 365 Sales and connected revenue platforms. The role maintains CRM data, processes enrichment and matching work, supports approved seller and event activities, and monitors routine data processes. The Specialist works within documented procedures and escalates cases that require business judgment, governance decisions, or review of downstream impacts. Core Responsibilities CRM Data Stewardship • Maintain account and contact data in D365 Sales, correcting incomplete, inconsistent, duplicate, or mismatched records using approved sources and rules. • Maintain external identifiers and perform defined account and client reconciliation to support enrichment, integrations, reporting, and automation. Enrichment and Integration Operations • Match CRM records to approved third-party sources, process standard enrichment results, and validate completed work. • Monitor scheduled integrations and data processes; resolve documented exceptions and escalate unexplained failures or conflicting results. Revenue Activation Support • Prepare, cleanse, match, and validate approved event and outreach data; add approved CRM attributes and upload audiences to supported platforms such as Outreach. • Process standardized event data and responses using established business criteria and routing decisions. Quality and Process Support • Follow documented procedures, data standards, service expectations, and quality controls; maintain job aids and operating procedures. • Identify recurring exceptions and unclear steps, document findings, and support cross-training and process improvements. Decision and Escalation Boundaries • Complete work independently when documented procedures and business rules clearly define the action. • Escalate ambiguous cases, conflicting source data, work outside established standards, or changes that could affect historical records, reporting, attribution, integrations, or downstream processes. Qualifications and Skills • At least two years of experience in CRM data operations, data quality, data stewardship, sales or marketing operations, or a related field. • Experience maintaining structured data, including data matching, validation, reconciliation, enrichment, or quality review. • Strong Excel skills and careful, consistent execution of documented processes and controls. • Clear written communication, sound organization, and the ability to manage recurring assignments while meeting quality expectations. • Experience with D365 Sales or another CRM, Outreach or similar engagement tools, and data providers such as ZoomInfo, Dun & Bradstreet, or S&P is preferred. The role should be comfortable learning related marketing automation, integration, data quality, and reporting tools. We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. Our Benefits: At Crowe, we know that great people are what makes a great firm. We value our people and offer employees a co