Data Clean up Responsibilities
Review and analyze Broker and Client records to help align data to globally agreed upon standards
Complete analysis and data clean-up activities include the following:
o Identify duplicate records
o Identify incomplete records
o Identify unused records
o Contacting the primary record owner as necessary to clarify broker related information
Understand the appropriate hierarchy structures
o Map data to the standard hierarchy structures
Document mapping results per directions to enable data migration/loading
Salesforce SME Responsibilities
Serve as the primary NA Salesforce contact as it relates to the following efforts:
o Overall North America Business Transformation effort
o Assistance with report creation
o Coordinate with team members on the tracking and management of business issues or change requests
o Provide training support and ongoing end user support as needed, including webinars on use of Salesforce
Provide ongoing guidance and expertise in the use of Salesforce to support the GSE program
Help maintain alignment with the Salesforce vision outlined by the Salesforce Steering Committee
Provide insight into leading Salesforce practices for future enhancements
Follow up with the business units to understand their needs, challenges and to track utilization and adoption of Salesforce
Limited travel may be required.
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