We are looking for a highly analytical and detail-oriented CRM Data Governance Specialist to join our Revenue Operations team. In this role, you will be responsible for establishing and maintaining CRM data governance practices that ensure data accuracy, consistency, and integrity across our global go-to-market organization.
You will collaborate with Revenue Operations, Sales, Marketing, Customer Success, Finance, Analytics, and technical teams to build scalable data governance frameworks, improve data quality, and enable trusted reporting and business decision-making.
Lead CRM Data Governance & Stewardship
- Establish and maintain enterprise CRM data governance frameworks, policies, and standards.
- Define data ownership, stewardship models, validation rules, and governance processes.
- Develop and maintain CRM data dictionaries, field definitions, and documentation.
- Ensure role-based security, data access controls, and compliance with governance policies.
- Promote best practices for CRM data management across global business teams.
Drive Data Quality & Management
- Lead CRM data cleansing initiatives, resolving duplicates, incomplete records, and inconsistent data.
- Conduct regular data quality assessments focusing on completeness, accuracy, consistency, and timeliness.
- Design preventative data quality controls using validation rules, automation, and standardized processes.
- Manage the full CRM data lifecycle, including intake, enrichment, maintenance, archival, and retention.
- Identify root causes of recurring data issues and implement long-term corrective actions.
Partner with Revenue Operations & Business Teams
- Collaborate with Revenue Operations to align CRM data structures with business processes and KPIs.
- Partner with Sales, Marketing, Customer Success, Finance, and Analytics teams to define data requirements and workflows.
- Translate business requirements into technical specifications for CRM enhancements and integrations.
- Support organizational change initiatives by embedding data governance into new processes and system implementations.
Enable Reporting & Analytics
- Ensure CRM data is analytics-ready to support dashboards, forecasting, executive reporting, and KPI tracking.
- Partner with Analytics teams to validate data sources, calculations, and reporting logic.
- Support recurring and ad hoc reporting requests through data validation and documentation.
- Improve trust in business reporting through consistent governance and standardized data practices.
Support CRM Platform Excellence
- Support administration and governance of CRM platforms including Salesforce and HubSpot.
- Ensure CRM configurations remain aligned with business processes and enterprise data standards.
- Provide guidance and enablement to users on proper CRM data entry and governance best practices.
- Contribute to continuous improvements that enhance CRM usability, scalability, and operational efficiency.
