What This Client Data Specialist Owns
- Clean and standardize client records across CRMs, spreadsheets, Airtable bases, intake forms, and shared operating trackers.
- Review new records for missing fields, duplicate accounts, inconsistent naming, stale ownership, invalid links, and unclear source notes.
- Maintain QA checklists for client, lead, vendor, or account data so sales, support, finance, and operations teams use the same definitions.
- Prepare weekly data hygiene summaries that show completed cleanup, unresolved exceptions, recurring source issues, and decisions needed from managers.
- Document repeatable rules for field formatting, tagging, deduplication, enrichment, handoffs, and escalation so the workflow does not depend on tribal knowledge.
- Protect sensitive records by following approved access rules, avoiding unsupported judgment calls, and escalating privacy or compliance questions immediately.