Client Data Lead - Global Clients
Core
Ensures client data accuracy, governance, and value across Global Clients while driving CRM process compliance and reporting adoption.
Role type
Senior data steward and process improvement lead
Builds
Standardized client data hierarchies, reporting dashboards, and operational workflows
Domain
Global security services / CRM data governance
Deliverable
dashboards & analysis
Required skills
Data governance, process standardization, stakeholder management, change management, Microsoft 365 (Excel, PowerPoint, SharePoint, Planner), reporting
Preferred skills
Power BI, Power Platform, data analytics, AI-enabled reporting, statistical analysis
Responsibilities
Own client data standards and hierarchy governance; Drive CEP (CRM) process compliance and user adoption; Lead the Global Clients CEP Key User community; Deliver dashboards, KPIs, and trend analyses; Identify opportunities to use AI and emerging technologies; Create training materials and reusable knowledge resources; Align Global Clients, divisions, and IT teams on data priorities
