01Overview
As a leading financial services and healthcare technology company based on revenue, SS&C; is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C; for expertise, scale, and technology.
Job Description
What You Will Get to Do:
- Serve as the Data Steward for Salesforce, owning CRM data accuracy, governance, and system integrity across Accounts, Contacts, Opportunities, and related objects.
- Create and continuously maintain structured, accurate documentation that reflects system rules, validation logic, and operational workflows.
- Execute complex data operations including account hierarchy management, bulk uploads, lifecycle updates, and deduplication with strong first-pass accuracy.
- Perform data validation, including but not limited to email, phone, address, account type, and industry, to maintain high-quality, compliant CRM records.
- Troubleshoot and resolve issues related to contact ownership, account ownership, territory assignments, opportunity assignment, and hierarchy alignment.
- Build and maintain Salesforce dashboards and reports to monitor data quality, SLA adherence, and queue performance
- Lead proactive data cleansing and automation initiatives to improve efficiency and maintain a clean, scalable Salesforce instance.
What You Will Bring:
- 36 years of experience in Salesforce, Revenue Operations, Sales Operations, or CRM/Data Governance roles
- Solid functional understanding of Salesforce objects and relationships (Accounts, Contacts, Opportunities, Territories), including validation rules, picklists, and dependencies
- Proven experience managing CRM data quality, bulk imports, deduplication, and governance initiatives
- Ability to interpret system logic and business context, not just follow documented steps
- Demonstrated experience creating dashboards and reports within Sale .
