Salesforce Data Steward

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

What's In It For You

• Competitive salary 
• We are globally hybrid with 2 days in office (please check the specifics for this role during interview process)
• Flexible working hours 
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses 

Main Responsibilities

Data Hygiene Management

• Responsible for the creation of new accounts in salesforce in the correct format and hierarchy as requested by Users and the Research Manager           
• Regular data audit to identify and correct data quality issues such as naming conventions, duplicates, incomplete records and outdated/stale information
• Execution of daily, weekly, monthly account and contact data ticket processing using data enhancement tool Cirrom
• Historic account and contact data cleansing and enrichment activity management using Cirrom
• Implementation of data cleansing strategies, such as merging duplicate records, standardizing data fields and ensuring consistency across all data points

Account Hierarchy Management

• Manage and maintain account hierarchies, ensuring accurate representation of parent-child relationships, mergers, acquisitions and subsidiary structures
• Ensure proper linkage between Accounts, Contacts and Opportunities to maintain accurate account-level reporting
• Act as Subject Matter Expert on Account hierarchy set up and management on Salesforce

#LI-EM1

#LI-Hybrid

• Bachelor’s degree in Information Systems, Data Management or related field

Knowledge, Skills & Experience

• 3+ years of experience in a similar role, ideally within a Salesforce environment
• Strong understanding of Salesforce data structure, including Accounts, Contacts, Opportunities and Account Hierarchies
• Proven ability to implement data quality and governance policies

Competencies 

• Willingness to quickly learn the needs of Ocorian’s commercial objectives in terms of CRM data to understand how Account and Contact CRM data structure and management benefits the organization as a whole 
• Methodical – proven ability to work through large data tasks in a consistent and thoughtful manner
• Able to deliver attention to detail when dealing with repetitive tasks
• Analytical and problem-solving ability
• Enthusiastic team player who can operate successfully in a collaborative environment yet still be self-motivated and autonomous (especially as this is a standalone role)
• Ability to balance priorities, deadlines and workload
• Responsible, accountable and proactive approach to work

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.