Client Data Importer (B2B Saas)

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We are seeking a detail-oriented and organized Client Data Importer to support our B2B SaaS operations. In this role, you will work closely with clients and internal teams to collect, format, and import client data into our platform. Your primary tool will be Microsoft Excel, and you will play a key role in ensuring data is clean, accurate, and successfully integrated. Key Responsibilities: Coordinate with new clients to collect required data for onboarding Use Excel to clean, organize, and validate data before imports. Will need to understand: sorting, filtering, combining data from multiple sources, applying formulas, V-lookup and visualizing information Work with internal teams (e.g., Customer Success, Product) to ensure data readiness Import and map data into the SaaS platform using standard processes Troubleshoot and resolve data import issues Maintain documentation of data import procedures and client-specific requirements Requirements: Proficient in Microsoft Excel (formulas, filtering, combining data, formatting, data validation) Strong attention to detail and organizational skills Excellent communication skills (and commitment to excellent client service) when working with clients and team members which exemplifies who we are to our customers. Ability to manage multiple data imports and timelines Previous experience with SaaS platforms or B2B data handling is a plus Preferred: Experience with CRM or ERP systems Familiarity with data import tools or APIs Basic knowledge of data formats (CSV, XLSX, JSON)

Keyword: Data entry

Price: $31.5

Data Cleaning Data Entry Accuracy Verification Computer Skills Google Docs Error Detection Document Conversion Microsoft Excel Administrative Support