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Salesforce Data Entry Jobs in Indiana (NOW HIRING)

Establish and enforce data entry standards, policies and procedures * Oversee data imports, exports ... Salesforce, Bloomerang, etc.) Experience in a non-profit or development environment strongly ...

... data entry, maintaining donor records, generating reports, and improving systems that drive ... Raiser's Edge, Salesforce, Bloomerang, etc.) • Experience in a non-profit or development ...

Clinical Pharmacist

Carmel, IN · On-site

$112K - $134K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

Clinical Pharmacist

Carmel, IN · On-site

$117K - $140K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

Clinical Pharmacist

Indianapolis, IN · On-site

$113K - $135K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Respond knowledgeably and diplomatically to a variety of customer inquiries through SalesForce.

Clinical Pharmacist

Carmel, IN · On-site

$112K - $134K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

Clinical Pharmacist

Carmel, IN · On-site

$117K - $140K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Respond knowledgeably and diplomatically to a variety of customer inquiries through SalesForce.

Clinical Pharmacist

Indianapolis, IN · On-site

$113K - $135K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

Clinical Pharmacist

Carmel, IN

$112K - $134K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

Clinical Pharmacist

Carmel, IN

$112K - $134K/yr

Directs and performs data entry tasks and verifies data entry performed by other team members ... Becomes proficient with OnBase, SalesForce, Microsoft Teams. * Demonstrates excellent verbal and ...

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Showing results 1-20

Salesforce Data Entry information

What is the difference between Salesforce Data Entry vs Salesforce Administrator?

AspectSalesforce Data EntrySalesforce Administrator
Primary RoleInputting and updating data in SalesforceManaging and configuring Salesforce platform
Skills RequiredBasic Salesforce knowledge, data accuracySalesforce skills, customization, user management
CertificationsNot typically requiredSalesforce Administrator Certification often needed
Work EnvironmentData entry teams, administrative supportIT, CRM teams, business analysts

Salesforce Data Entry focuses on accurately inputting and maintaining data within Salesforce, requiring basic platform knowledge. Salesforce Administrator roles involve managing and customizing the Salesforce system, often requiring certifications and broader technical skills. While both roles work within the same environment and industry, their responsibilities and skill levels differ significantly.

What are the key skills and qualifications needed to thrive as a Salesforce Data Entry professional, and why are they important?

To thrive as a Salesforce Data Entry professional, you need strong attention to detail, accuracy in data input, and familiarity with CRM systems, particularly Salesforce. Proficiency in Salesforce data management tools, Excel, and possibly Salesforce Administrator certification are valuable assets. Excellent organizational skills, time management, and the ability to communicate clearly help ensure data integrity and efficient workflow. These skills are crucial for maintaining accurate records, supporting business operations, and enabling effective decision-making within organizations.

What are some common challenges faced in a Salesforce Data Entry role, and how can they be managed effectively?

One common challenge in Salesforce Data Entry roles is ensuring data accuracy and consistency, especially when handling large volumes of information from multiple sources. Working closely with team members and following established data validation protocols can help minimize errors. Additionally, staying organized and regularly communicating with supervisors or colleagues about unclear data entries can prevent misunderstandings. Familiarity with Salesforce features like validation rules and duplicate management tools can also make the process more efficient and reliable.

What is Salesforce data entry?

Salesforce data entry refers to the process of inputting, updating, and maintaining information in the Salesforce customer relationship management (CRM) system. This role typically involves entering contacts, leads, opportunities, and other business data accurately into the platform to ensure records are up-to-date and easily accessible for sales and management teams. Data entry specialists may also be responsible for cleaning up duplicate data, verifying the accuracy of information, and generating reports based on the data in Salesforce. Accuracy and attention to detail are crucial for this job to support effective decision-making and customer management.
What are popular job titles related to Salesforce Data Entry jobs in Indiana? For Salesforce Data Entry jobs in Indiana, the most frequently searched job titles are:
Infographic showing various Salesforce Data Entry job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 9% Part Time, and 9% Contract. Highlights an 80% Physical, 4% Hybrid, and 16% Remote job distribution.
Key Private Bank Client Relationship Associate

Key Private Bank Client Relationship Associate

KeyBank

South Bend, IN • On-site

$25 - $38.46/hr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 98 frontline employees who took The Breakroom Quiz

51st of 170 rated banks


Job description

Location:
202 S Michigan Boulevard, South Bend Indiana
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
  • Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
  • Owns follow up after client meetings on takeaways and next steps.
  • Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
  • Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
  • Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
  • Coordinate officer transitions when team members transition on or off the KPB sales team.
  • Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
  • Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
  • Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
  • Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
  • Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
  • Works with team to plan and manage client events, attending as needed.
  • Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree or equivalent experience (preferred)

Work Experience
  • 3 years related work experience or equivalent combination of work/educational background (required)

Skills
  • General knowledge of financial services and wealth management.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases, and systems.
  • Proficient in all Microsoft Office Applications.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/25/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849