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Compunnel Inc.
Data Entry Clerk II (Bilingual)-- KUMDC5767725

Data Entry Clerk II (Bilingual)-- KUMDC5767725

Hybrid

Montreal, Canada

Junior

Freelance

17-03-2026

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Skills

Communication Problem Solving Time Management Adaptability Salesforce Sales Analytical Skills Process Improvement business development PowerBI

Job Specifications

Data Entry Clerk II (French) - 2 years of experience mMinimum

This individual will be responsible for assigning incoming finance‑related leads to the appropriate team members. When someone reaches out looking for financial advice, this person will receive the request, review it, and direct the lead to the correct advisor or representative.

Candidate Profile Details:

Degree/Certifications Required: High school diploma Years of Overall Experience: 2 -4 Preferred Candidate Background: Insurance / finance background , sales How will performance be measured: on how they work, how quicklyleads are assigned , weekly 1:1 Selling Points of Position (CVP): new learning , working with good experience , lots of opportunity and growth

Summary Of Day-To-Day Responsibilities:

Analyze, triage, and route sales leads to advisors and agents.
Manage the shared inbox and ensure timely responses and distribution.
Maintain accurate, consistent lead entries within Salesforce.
Pull, review, and enter leads from multiple sources (SharePoint, PowerBI, email, queues).
Monitor and ensure SLAs are met for lead processing.
Document all notes, updates, and comments clearly in Salesforce.
Identify process gaps and provide suggestions for improvement.
Support automation initiatives, including email reply automation.
Handle escalations, corrections, or issues related to lead assignment.
Collaborate with the Business Development Manager and Consultant on ongoing projects.
Guide agents toward self-serve tools and resources when appropriate.

Must-Have Hard Skills:

Lead Management (triage, analysis, distribution)
Strong Analytical Skills
Organizational & Time Management Skills
Microsoft Office Proficiency (Excel, Outlook, SharePoint)
Salesforce Data Entry & Documentation
Communication & Interpersonal Skills
Ability to Work Under Tight Timelines
Problem Solving & Initiative
Adaptability in a Fast Changing Environment

Nice-To-Have:

Knowledge of Wealth & Financial Services & French
Experience with PowerBI Dashboards
Experience Managing Shared Inboxes
Understanding of Lead Triage Processes
Exposure to Automation Tools / Reply Automation
Experience Supporting Advisors or Sales Teams
Process Improvement or Workflow Optimization Experience

About the Company

Compunnel, Inc., founded in 1994 and headquartered in New Jersey, is at the forefront of providing customized workforce and digital transformation solutions, enhancing the total experience for our valued business allies. Our approach integrates innovative technologies with a human-centric dialogue, exceeding the needs of our customers, employees, partners, and key growth contributors and delivering exceptional value. With a strategic presence across the United States through over 30 local service delivery centers and glob... Know more