Sana - Data Entry Specialist

Full Time

Data Entry

Manager/Supervisor

Role Details

Type of Support: Email and Chat
Contract Duration: Temporary (July 1, 2025 through January 31, 2026)
Training Schedule: 9 AM - 6 PM Eastern Standard Time
Work Schedule: 9 AM - 6 PM Eastern Standard Time
Work Type and Location: Temporary, Remote - US
Expected Start Date: June 26, 2025

About Us

PartnerHero and Crescendo have joined forces to create a powerhouse of innovation, excellence, and people-first solutions. By combining PartnerHero’s world-class outsourcing and human-centered approach with Crescendo’s expertise in customer experience and operational excellence, we are redefining the future of CX.

Together, we’re introducing Augmented AI - a seamless blend of Agentic AI and real human expertise that delivers 24/7 omnichannel support in any language. This fusion of technology and talent helps businesses scale efficiently while keeping customer experience at the core. Powered by Crescendo, PartnerHero connects talented people globally with companies looking to build, transform, and grow. Our strategic expertise and integrated technology empowers businesses and the people behind them to extend their impact worldwide.

As a Most Loved Workplace, we believe culture drives success. We encourage our teams to bring their authentic selves to work, fostering an environment where people thrive.

Welcome to the future of customer experience. Welcome to the next era of PartnerHero x Crescendo.

The Role

In this role as a Data Entry Team Lead, you will be working with a boutique medical insurance brand providing data entry, quoting, and other clerical support. Candidates for this role will need to have a keen eye for detail, a team-player attitude, and the ability to work independently while maintaining productivity.

What You’ll Do:

Work with confidential and private information
Transfer data from various sources/formats into specified spreadsheets with a high
degree of accuracy
Leverage proprietary software to generate final and renewal quote sheets
Generate Sales Proposal documents through Salesforce and HelloSign
Verify all data required for quoting is received and, as necessary, communicate the
need for additional or missing documentation through Salesforce

What We Expect From You:

Strong work ethic and unparalleled attention to detail
Ability to handle periods of high volume in a fast-paced work environment
Desire to work both independently and collaboratively
Great communication skills
Basic Excel knowledge
Salesforce experience is a plus

What You’ll Get In Return:

Flexible working arrangements (US Only)
Hybrid working arrangements (all other countries)
Competitive Base Salary
Generous paid vacation
Attractive benefits package including medical, dental, and vision options that are applicable per country of residence for all our full-time employees
Competitive retirement benefits (US only)
Access to free posture-based fitness workouts from home paid Sabbatical Leave
Training opportunities provided by PartnerHero and outside entities
1-on-1 coaching with feedback sessions, mentorship, and opportunities for cross-functional development

Company Culture Is At Our Core

Our core values bring intention to our work and set the tone for our culture. From the partners we serve to the associates who work with us, we share a set of core values that guide our actions.

Care for others - Cooperate, empathize, and seek opportunities to put each other first.
Embrace growth - Expand your mind by taking calculated risks, developing your skills, and staying open to change
Manifest trust - Trust is the bond that allows us to work at our highest levels, as members of a team, in a unified direction. It is continuously earned by delivering on our commitments.
Take ownership - Doing the right thing should come naturally.
Be humble - Seek guidance, receive feedback, ask questions, and listen to your colleagues

PartnerHero is proud to be an equal-opportunity workplace. We value diversity, inclusion, equity, and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

We are committed to the inclusion of all individuals and will make reasonable accommodations for qualified individuals with disabilities in our job application process.  If you require assistance or accommodations to participate in the job application or interview process, please contact [email protected].

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Confidentiality Disclaimer
We value the privacy and confidentiality of our recruitment process. By participating in the recruitment process, candidates agree to the following:

*Confidentiality of Process: All information, including interview details, assessments, discussions, and any proprietary company information shared during the recruitment process, must remain confidential and must not be disclosed to any third parties without prior written consent.
*Data Protection: Personal information provided by the candidate will be used solely for recruitment purposes and will be handled in compliance with applicable data protection laws.
*Mutual Respect: Candidates are requested to respect the confidentiality of other applicants, as well as the company's policies, strategies, and internal practices shared during the process.

Failure to adhere to these guidelines may result in disqualification from the recruitment process or further legal actions if necessary.

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