Company Overview:

Mayatax has been providing comprehensive financial solutions for over 20 years. We tailor services to each client’s needs, from strategic tax consulting to in-depth financial management. We strive to exceed expectations and drive client success.

 

Job Summary:

As a Client Database Management Coordinator, you will maintain and optimize our client database, ensuring data accuracy and compliance. Your responsibilities include updating records, supporting data-driven decisions, and enhancing client relationships. Strong organizational skills and attention to detail are essential for this role, which is vital to our organization’s success.

Responsibilities:

• Accurately handle adding, deleting, or modifying client data in various systems/databases.

• Regularly audit and verify data to ensure accuracy and consistency.

• Reconcile client data across different software platforms to ensure consistency.

• Identify discrepancies in data and take corrective actions to resolve them.

• Develop and implement processes for data reconciliation to improve efficiency and accuracy.

• Maintain and update dashboards to provide accurate and up-to-date information.

• Create visual representations of data to support business decision-making.

• Prepare regular reports on data status, issues, and resolutions.

• Document data management processes and procedures.

• Ensure documentation is up-to-date and accessible to relevant team members.

• Collaborate with different departments to understand data needs and requirements.

• Communicate effectively with team members to resolve data-related issues.

• Conduct regular quality checks on client data to ensure it meets company standards.

• Monitor data entry and management processes to prevent errors.

 

Qualification:

A Bachelor’s degree in a relevant field (e.g., Information Technology, Business Administration, Data Management) is preferred.

 

Skills & Abilities:

• Strong attention to detail to ensure data accuracy and consistency.

• Ability to identify and correct errors in data entry and management processes.

• Excellent problem-solving skills to address data-related issues.

• Ability to think critically and implement effective solutions.

 

Software:

1. Excel:

a. Proficient in using Excel for data entry, analysis, and reporting.

b. Skilled in using formulas, pivot tables, and charts to manage and present data.

c. Ability to automate repetitive tasks using Excel macros.

 

2. Google Sheets:

a. Experienced in using Google Sheets for collaborative data management.

b. Proficient in using Google Sheets functions, filters, and charts.

c. Knowledge of Google Sheets automation using Google Apps Script.

 

3. MS Word:

a. Competent in using MS Word for documentation and reporting.

b. Ability to create well-structured and professional reports and documents.

 

4. Google Apps Script:

a. Experienced in using Google Apps Script to automate tasks in Google Sheets.

b. Familiarity with integrating Google Sheets with other Google Workspace applications using Google Apps Script.

 

5. Data Visualization

a. Experienced in using different data visualization software such as Looker, Tableau, and Power BI.

 

Experience:

2-3 years of experience in a similar role or in using the specified software.