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Commercial Data Specialist at erm in New Delhi, India | Swiftcruit
ERM is a leading global sustainability consulting firm, committed for nearly 50 years to helping organizations navigate complex environmental, social, and governance (ESG) challenges. We bring together a diverse and inclusive community of experts across regions and disciplines, providing a truly multicultural environment that fosters collaboration, professional growth, and meaningful global exposure. As a people-first organization, ERM values well-being, career development, and the power of collective expertise to drive sustainable impact for our clients—and the planet.
Key Accountabilities & Responsibilities
Maintain accurate client and account records in Salesforce to support pipeline management, client reporting, and sales activities
Serve as the approval authority for all new Salesforce account creation requests, validating that records meet data standards before creation or modification
Own customer and contact lifecycle processes including creation, maintenance, enrichment, archival, and deactivation
Support opportunity management processes by ensuring accounts, hierarchies, and ownership structures enable accurate pipeline reporting
Participate in testing, migration validation, and process harmonization activities across CRM and ERP platforms
Determine the appropriate account type (commercial vs. legal entity) for each new account request, applying ERM's account classification standards and escalating ambiguous cases to the relevant stakeholder
Execute data cleansing activities including de-duplication and hierarchy remediation
Investigate data quality issues, perform root cause analysis, and support remediation
Contribute to data definitions, standards, process flows, and documentation for commercial data
Collaborate with Sales, Finance, Risk and the central Data team to resolve data issues and ensures account records are correctly created and structured for opportunity management and reporting.
Monitor the integrity of commercial data underpinning pipeline and client reporting; flag systemic data gaps to leadership
Escalate structural data issues affecting pipeline visibility, reporting accuracy, or client management
Analize commercial data trends and patterns to identify quality issues, inform process improvements, and support data-driven decision-making across sales operations
Job Requirements and capabilities
Qualifications:
Bachelor’s degree and 5+ years of experience in sales operations, data management, or a related discipline.
Experience working with CRM systems (preferably Salesforce Sales Cloud) in a sales operations, data, or commercial support role.
Familiarity with data governance, data quality management, and master data concepts is advantageous.
Experience performing basic data analysis using Excel (pivot tables, VLOOKUP, conditional formatting) and familiarity with reporting tools such as Salesforce Reports & Dashboards
Job specific capabilities/skills:
Strong attention to detail and commitment to maintaining high data quality standards
Experience supporting Sales & Business Operations or CRM administration processes
Experience analysing, cleansing, and maintaining operational data sets
Ability to investigate and resolve data issues through structured problem solving
Strong understanding of Salesforce account, opportunity, and client hierarchy structures
Ability to work collaboratively across Sales Operations, Finance, Risk, and Data teams
Strong organisational skills with the ability to manage operational requests and exceptions efficiently
