Data Management Specialist

TITLE: Data Management Sr. Specialist

CLASSIFICATION: Exempt

REPORTS TO: Sr. Manager Recurring Revenue

JOB SUMMARY:

The Data Management Sr. Specialist is a detail-oriented and analytical role that supports our Licensed SaaS and Support Contract management operations in the Recurring Revenue department. This role will be responsible for ensuring accurate data management within our legacy and new CRM systems including data migration product set up price management annual billing validation and customer contract updates. This role will also own data integrity and reporting accuracy critical to our monthly SaaS metrics including churn net revenue retention and monthly recurring revenue KPIs.

The ideal candidate can combine financial accuracy with operational insight bringing both rigor and clarity to our billing processes and business performance and possesses a strong understanding of how data is entered and interpreted by systems across the organization.

Key Responsibilities

Extract transform and load (ETL) data from multiple enterprise systems into structured actionable formats for reporting and decision-making.

Maintain data models that support recurring revenue analysis contract lifecycle tracking and KPI reporting

Ensure data accuracy consistency and integrity across CRM ERP and billing systems

Manage data migration activities between legacy and current platforms ensuring minimal data loss and validation of migrated datasets

Configure and maintain product catalogs pricing structures and billing schedules within enterprise systems

Work collaboratively across the organization to provide customer research assistance for contract agreements and invoicing

Identify inefficiencies in data workflows and implement automation or process improvements

Technical Competencies

Experience with enterprise ERP systems specifically SAP Microsoft Dynamics AX and familiarity with CRM systems such as Salesforce Dynamics CRM.

Proficient in data extraction and manipulation in Excel (advanced formulas Power Query etc) and/or data integration tools

Ability to structure raw data into strategic formats for analytics forecasting and operational decision-making

Experience building reports and dashboards using BI tools (e.g. Power BI Tableau)

Strong understanding of SaaS business models and metrics (MRR ARR churn NRR)

Knowledge of financial data validation billing systems and revenue recognition principles

Experience with data governance data quality frameworks and audit controls

Ability to work with large datasets and ensure accuracy under tight deadlines

Personal Skills

Strong analytical mindset with attention to detail and a high degree of accuracy

Ability to translate complex data into clear actionable insights for business stakeholders

Excellent problem-solving skills with a proactive approach to identifying data issues

Strong organizational and time management skills with the ability to handle multiple priorities

Effective communication skills both written and verbal across technical and non-technical audiences

Collaborative team player with the ability to work cross-functionally

Adaptability in a fast-paced evolving systems environment

High level of accountability and ownership over data quality and reporting outcomes

Curiosity and continuous improvement mindset toward systems processes and data usage

REQUIREMENTS:

Bachelors degree in business related field required or experience equivalent.

3-5 years experience in data operations for finance or SaaS industry.

Strong knowledge of SaaS billing practices and revenue recognition standards.

Proven analytical and problem-solving skills.

Advanced proficiency with MS Excel or Smartsheets and comfortable working with data across multiple systems.

Experience with SAP and CRM/CS tools (Salesforce SAP HubSpot etc.).

Excellent attention to detail with strong analytical and problem-solving skills.

Ability to work cross-functionally and communicate clearly with both technical and non-technical stakeholders

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