Responsibilities

• Data Auditing & Governance: Conduct regular audits of Salesforce records (Accounts, Contacts, Opportunities) to identify duplicates, missing fields, and inconsistencies
• Support ongoing data governance efforts to maintain Salesforce as a clean and trusted system of record
• Data Standardization & Structure: Apply and enforce naming conventions, field standards, and account hierarchies across advertiser and publisher records
• Help maintain consistency in how data is structured to support reporting, segmentation, and operational workflows
• Reporting & Data Quality Insights: Build and maintain Salesforce reports and dashboards that track data hygiene, completeness, and adoption of standards
• Surface trends and recurring issues to inform system and process improvements
• Process & Documentation: Document CRM workflows, field definitions, and data governance best practices
• Contribute to scalable documentation that supports onboarding, training, and system adoption
• Cross-Functional Enablement: Partner with Revenue Operations, Sales, Finance, and Marketing to resolve data discrepancies and support reporting needs
• Assist with ad-hoc requests tied to pipeline visibility, attribution, and performance tracking
• Systems & Process Improvement: Support the design, testing, and rollout of Salesforce enhancements (e.g., validation rules, automation, field updates)
• Contribute to initiatives that improve upstream data capture and reduce manual effort through better system design