Data Governance Project Manager
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Job Description
Project Manager leading a Finance data governance initiative across Salesforce and NetSuite for a SaaS company. Responsible for establishing clean, consistent master data as part of CPQ implementation.
Responsibilities:
- Own and drive end-to-end project execution across all four phases — maintaining a phased project plan, milestone tracking, and steering committee cadence throughout the engagement.
- Conduct a comprehensive audit of product, customer, and revenue data across Salesforce and NetSuite, documenting discrepancies, orphaned records, ghost products, and misaligned hierarchies as structured deliverables.
- Reconcile NetSuite recognized revenue against Salesforce ARR/bookings data, quantifying and categorizing unassigned or misclassified revenue and tracing each gap to its root cause.
- Facilitate cross-functional working sessions with Finance, RevOps, Product, and Sales leadership to align on canonical product hierarchy, customer parent/child structure, and data governance decisions.
- Execute deduplication, record merges, SKU standardization, and revenue re-attribution in Salesforce and NetSuite following agreed future-state design specifications.
- Design and document the future-state data architecture — naming conventions, external ID strategy, bidirectional linking fields, data dictionary, and system-ready specifications for both platforms.
- Build and operationalize the ongoing governance model, including a decision rights matrix, stewardship assignments, data quality dashboard, and change control process.
- Facilitate knowledge transfer to Finance, RevOps, and IT stakeholders and prepare downstream readiness documentation for Adaptive Insights, CPQ, and billing automation initiatives.
Requirements:
- 5+ years in Finance operations, RevOps, or data governance at a B2B SaaS company.
- Demonstrated experience managing cross-system data reconciliation and master data management projects.
- Hands-on expertise with NetSuite — customer records, revenue/ARM module, product catalog, GL structure.
- Hands-on expertise with Salesforce — account hierarchy, products, opportunity data, data cleanup.
- Strong project management skills with the ability to drive alignment across Finance, RevOps, Product, and Technology stakeholders.
Benefits:
- Not eligible
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