Commercial Data Specialist

• Maintain accurate client and account records in Salesforce to support pipeline management, client reporting, and sales activities
• Serve as the approval authority for all new Salesforce account creation requests, validating that records meet data standards before creation or modification
• Own customer and contact lifecycle processes including creation, maintenance, enrichment, archival, and deactivation
• Support opportunity management processes by ensuring accounts, hierarchies, and ownership structures enable accurate pipeline reporting
• Participate in testing, migration validation, and process harmonization activities across CRM and ERP platforms
• Determine the appropriate account type (commercial vs. legal entity) for each new account request, applying ERM's account classification standards and escalating ambiguous cases to the relevant stakeholder
• Execute data cleansing activities including de-duplication and hierarchy remediation
• Investigate data quality issues, perform root cause analysis, and support remediation
• Contribute to data definitions, standards, process flows, and documentation for commercial data
• Collaborate with Sales, Finance, Risk and the central Data team to resolve data issues and ensures account records are correctly created and structured for opportunity management and reporting.
• Monitor the integrity of commercial data underpinning pipeline and client reporting; flag systemic data gaps to leadership
• Escalate structural data issues affecting pipeline visibility, reporting accuracy, or client management
• Analize commercial data trends and patterns to identify quality issues, inform process improvements, and support data-driven decision-making across sales operations

Qualifications:  

• Bachelor’s degree and 5+ years of experience in sales operations, data management, or a related discipline. 

• Experience working with CRM systems (preferably Salesforce Sales Cloud) in a sales operations, data, or commercial support role. 

• Familiarity with data governance, data quality management, and master data concepts is advantageous. 

• Experience performing basic data analysis using Excel (pivot tables, VLOOKUP, conditional formatting) and familiarity with reporting tools such as Salesforce Reports & Dashboards 

Job specific capabilities/skills:  

• Strong attention to detail and commitment to maintaining high data quality standards 

• Experience supporting Sales & Business Operations or CRM administration processes 

• Experience analysing, cleansing, and maintaining operational data sets 

• Ability to investigate and resolve data issues through structured problem solving 

• Strong understanding of Salesforce account, opportunity, and client hierarchy structures 

• Ability to work collaboratively across Sales Operations, Finance, Risk, and Data teams 

• Strong organisational skills with the ability to manage operational requests and exceptions efficiently