Data Governance and Sales Support Analyst

A Data Governance and Sales Support Analyst manages and maintains the organization's GTM data governance policies and procedures and retains the integrity of our CRM data. The primary role is to drive strategy, execution, and ongoing oversight of data governance projects and standards that support sales technologies' growth and scalability, including Microsoft Dynamics and/or Salesforce CRM. This role targets individuals looking to leverage their experience to grow into a critical central figure within our Global Sales Operations team and with our internal stakeholders. You will partner with key organizational stakeholders to develop a deep understanding of business needs, perform analysis, and execute solutions to transform the business through governance processes, technology, and policies.

Must Have

• Develop and maintain the organization's data governance policies and procedures
• Help execute the data governance strategy
• Ensure data compliance with data privacy and security regulations
• Create and maintain a data catalog
• Develop and enforce data quality standards and best practices
• Collaborate with other departments and stakeholders for effective data use
• Implement solutions to improve data quality for all data domains
• Support projects that impact data migration and data governance
• Support data transfers between third-party data sources and CRM system
• Work with multiple technology teams to resolve and troubleshoot issues
• Strong knowledge of and work experience with SQL or other querying languages
• Experience with data, data architecture, modeling, trends analysis, and statistics
• Experience with data integration, system consolidation, data management, and business reporting
• Experience with CRM platforms such as Microsoft Dynamics and/or Salesforce
• Technical background with strong analytical, quantitative, problem-solving, and pattern-recognition skills
• Ability to be an influential member of a highly integrated team
• Ability to work independently and effectively on a team, with demonstrated entrepreneurial drive
• Excellent cross-group collaboration skills and the ability to influence stakeholders
• Ability to understand business questions/pain points and alleviate them with supporting data
• Ability to multi-task, deal effectively with ambiguity, change in business requirements, and self-prioritize under pressure
• Proactive and hard-working with strong professional accountability
• Exemplary verbal and written communication skills; high attention to data quality, detail, and accuracy

Good to Have

• Knowledge of technical system requirements and operational processes and procedures in an asset management, management consulting, financial services, or sales organization

Role Summary

A Data Governance and Sales Support Analyst manages and maintains the organization's GTM data governance policies and procedures and retains the integrity of our CRM data. The primary role is to drive strategy, execution, and ongoing oversight of data governance projects and standards that support sales technologies' growth and scalability, including Microsoft Dynamics and/or Salesforce CRM.

This role targets individuals looking to leverage their experience to grow into a critical central figure within our Global Sales Operations team and with our internal stakeholders.

You will partner with key organizational stakeholders to develop a deep understanding of business needs, perform analysis, and execute solutions to transform the business through governance processes, technology, and policies.

Years of Experience

Minimum of 3 years of experience in Data Governance

Qualifications

• Bachelor’s degree required, preferably in Computer Science, Data Science, Analytics, or a related Information Technology/Engineering discipline

Responsibilities

Data Governance Responsibilities:

• Develop and maintain the organization's data governance policies and procedures.
• Help execute the data governance strategy to support the organization's strategic objectives - specifically around self-service
• Ensure that the organization's data is managed and used in compliance with data privacy and security regulations.
• Create and maintain a data catalog, documenting the organization's data assets and use.
• Develop and enforce data quality standards and best practices.
• Collaborate with other departments and stakeholders to ensure data is used effectively and efficiently.
• Implements solutions to improve data quality for all data domains
• Evaluating and assessing upstream solutions to reduce manual ad-hoc data requests flowing regularly into the sales operations inbox
• Support projects that impact data migration and data governance

Sales Data Support Analyst Responsibilities:

• Support Data transfers between third-party data sources and our CRM system
• Works with multiple technology teams to resolve and troubleshoot issues

Candidate Requirements

• Strong knowledge of and work experience with SQL or other querying languages used with relational databases is required
• Knowledge of technical system requirements and operational processes and procedures in an asset management, management consulting, financial services, or sales organization is a plus
• Experience with data, data architecture, modeling, trends analysis, and statistics
• Experience with data integration, system consolidation, data management, and business reporting
• Experience with CRM platforms such as Microsoft Dynamics and/or Salesforce
• Technical background with strong analytical, quantitative, problem-solving, and pattern-recognition skills
• Ability to be an influential member of a highly integrated team composed of both technical and non-technical members
• Ability to work independently and effectively on a team, with demonstrated entrepreneurial drive
• Excellent cross-group collaboration skills and the ability to influence stakeholders
• The ability to understand business questions/pain points and alleviate them with supporting data
• Ability to multi-task, deal effectively with ambiguity, change in business requirements, and self-prioritize under pressure
• Proactive and hard-working with strong professional accountability
• Exemplary verbal and written communication skills; high attention to data quality, detail, and accuracy

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.