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Salesforce Data Entry Jobs in Oregon (NOW HIRING)

OR ยท On-site

Strong customer service skills with emphasis on phones and data entry required. * High level of accountability and detail orientation required. * Knowledgeable in Salesforce.com and Single View ...

OR ยท On-site

Strong customer service skills with emphasis on phones and data entry required. * High level of accountability and detail orientation required. * Knowledgeable in Salesforce.com and Single View ...

OR ยท On-site

Strong customer service skills with emphasis on phones and data entry required. * High level of accountability and detail orientation required. * Knowledgeable in Salesforce.com and Single View ...

Sales Development Representative

OR ยท On-site +1

$50K - $55K/yr

Document your success in Salesforce Lightning CRM and ensure data in marketing automation is ... data entry and post follow-up and tracking. And when possible, helping with tradeshow/event ...

Showing results 21-40

Salesforce Data Entry information

See Oregon salary details

$42.8K

$104.5K

$163.9K

How much do salesforce data entry jobs pay per year?

As of Sep 5, 2026, the average yearly pay for salesforce data entry in Oregon is $104,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,800.00 and $125,800.00 per year, depending on experience, location, and employer.

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 the key skills and qualifications needed to thrive as a Salesforce data entry professional?

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 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 popular job titles related to Salesforce Data Entry jobs in Oregon?

For Salesforce Data Entry jobs in Oregon, the most frequently searched job titles are:

What cities in Oregon are hiring for Salesforce Data Entry jobs?

Cities in Oregon with the most Salesforce Data Entry job openings:

Infographic showing various Salesforce Data Entry job openings in Oregon as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 92% In-person, 4% Hybrid, and 4% Remote job distribution, with an average salary of $104,525 per year, or $50.3 per hour.

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR โ€ข Hybrid

$70K - $80K/yr

Full-time

Re-posted 2 days ago


Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

  • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management
  • Customer service experience and the desire to provide superior client service in a team-oriented environment
  • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer)
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Experience with alternative investments is highly preferred
  • Excellent communication skills, including writing business correspondence with proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • A Bachelor's degree is preferred