The Account Integrity Specialist ensures customer account data accuracy, audits records, manages data integrity, and collaborates with departments to resolve discrepancies.
Position Summary:
The Account Integrity Specialist is responsible for ensuring the accuracy, consistency, and integrity of customer account data across company systems. This role supports operational excellence by creating new accounts, auditing existing records, maintaining ERP data integrity, and managing quarterly GPO maintenance activities.
Key Responsibilities:
Key Responsibilities:
- Develop an in-depth knowledge of Cadwell’s products, services, customer structure, and business processes
- Create and maintain customer accounts in Syteline and related systems, ensuring completeness and accuracy of required documentation and data fields. Process account creation requests and perform account updates, including address changes, acquisitions, and other customer record modifications.
- Audit existing customer accounts to ensure data accuracy, proper classification, pricing alignment, account hierarchy, tax status, and compliance with internal policies
- Clean and standardize account data in Syteline, correcting discrepancies, duplicates, inactive records, and incomplete information
- Perform quarterly GPO maintenance, including contract validation, pricing updates, eligibility verification, and system updates to ensure compliance with agreements
- Collaborate with Sales, Finance, Service, and other departments to resolve account discrepancies and clarify account structure or contract details
- Ensure proper documentation and record retention in accordance with company policies and audit requirements
- Support ERP and CRM (Salesforce) data integrity initiatives, including reporting, data validation, and process improvement efforts. Ensure proper conversion of prospect accounts and maintain data quality by preventing duplicate prospect and customer records.
- Assist in developing and maintaining standard operating procedures related to account creation, maintenance, and GPO updates
- Identify opportunities to improve account management workflows and recommend process enhancements
- Perform other duties as requested, directed, or assigned
Education / Experience:
- Bachelor's Degree in Business, Finance, Accounting, Information Systems, or related field preferred
- 2+ years of experience in account management, data management, order management, finance operations, or related field required
- Experience working within an ERP system (Syteline preferred)
- Experience in medical device, healthcare, or regulated industry environments preferred
Job Knowledge / Requirements:
- Highly detail-oriented and organized
- A “customer first”mentality
- Strong problem-solving and decision-making skills
- Communicate clearly and effectively, demonstrating strong listening, speaking, and writing skills; formal presentation skills before internal and external groups to clearly communicate highly technical information and legal requirements
- Ability to work successfully as part of a highly dynamic and fast-paced team
- Knowledge of Cadwell product lines and technology, and standard concepts, practices, and procedures within the medical devices industry
- Competency in computer skills: MS Office and Google applications, ERP, CRM, and query tools
- Exhibits Cadwell’s core values of Integrity, Initiative, Accountability, Commitment to Excellence, and Service to Others
Travel & Work Requirements:
- General office positions may require some reaching, bending, stooping, squatting, crawling, kneeling, pushing, pulling, lifting and carrying up to 20 pounds, finger dexterity, repetitive motions, standing, walking, sitting, hearing, visual acuity, color vision and 2-way written/verbal communication. More specific details may be provided as needed or requested.
- Extensive use of computer and telephone
- Travel may be required; must be able to obtain necessary travel documents
- Work hours outside normal business hours may be required to meet business needs
Cadwell Industries, Inc. is an Equal Opportunity Employer, and as such affirms the right of every person to participate in all aspects of employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources department at [email protected].
Salary Range
$20—$27 USD
Top Skills
Erp
Google Applications
MS Office
Salesforce
Syteline
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