Sales Force Data Entry and Mail Merge
Closed - This job posting has been filled and work has been completed.
I run a finance brokerage business in Australia.
At the end of every month we extract our customer's details from our filing system (dropbox), input them into salesforce, and create a mail merge from an existing word template we have.
The successful applicant will need to be:
* Able to read, write and speak english perfectly
* Be proficient in Microsoft excel (our tracking database)
* Be proficient in dropbox
* Be proficient in sales force
* Know how to mail merge from Sales force to Microsoft word (we have a training manual for this)
* Amend the existing training manual for the job if it is unclear
On completion of the task the completed letters in word will need to be emailed back.
This is a one off job with potential for more work should it be completed accurately, on time, and within budget.