Cvent - Data & Migration

M&A data migration and integration

• Define migration criteria and scope; align stakeholders across Sales, Client Services, Marketing, Finance, and CRM Systems to an approved plan and change-control process.
• Establish and enforce data readiness gates; partner with Marketing to close mandatory data gaps before migration cutover.
• Architect and govern large-scale matching/deduplication for Accounts, Contacts, and Leads (including fuzzy matching and multi-match adjudication), combining tools with structured manual review playbooks.
• Direct solutions for cross-CRM data hygiene issues (e.g., contacts in different accounts, legacy duplicates) with clear resolution logic and documentation.
• Lead dry runs and UATs; own go/no-go criteria and defect triage for cutover.
• Stand up hypercare for UAT and post go-live; drive fast root-cause analysis and sustainable fixes.
• Integrate go-to-market processes from the acquired company (lead flow, territory management, account assignment) and coordinate Sales team process integration and enablement.
• Lead monthly customer account mapping for leadership consumption and pipeline/account visibility.
• Create and maintain M&A data migration playbooks, best practices, training, and lessons-learned repositories to scale repeatable excellence.
• Lead Sales Ops representation in cross-departmental forums and steering committees related to M&A/data migration/integration; maintain decision logs and risks/mitigations.
• Ensure timelines/deadlines are met for all M&A milestones; proactively forecast risks and implement contingencies.
• Demonstrate strong problem-solving to resolve ambiguity at scale and drive durable outcomes.
• Build, lead, and coach a high-performing team executing the above processes with an empathetic, compassionate leadership approach.

CRM data deduplication operations

• Manage daily data deduplication operations for Accounts and Contacts in CRM, ensuring duplicates introduced by any process/user are quickly identified via exact and fuzzy logic and merged promptly to avoid impact on Sales Reps. Define and meet SLAs for detection-to-merge cycle times.
• Run a periodic, full-population historical deduplication process for Accounts and Contacts that identifies existing duplicates system-wide and merges them with appropriate adjudication, attribution, audit logging, and compliance to policy/obligations.
• Continuously scope and refine both daily and historical deduplication processes to be more robust and automation-first, minimizing manual effort through rules, workflows, and scalable playbooks.
• Define and report data quality KPIs (e.g., duplicate creation rate, merge SLA adherence, precision/recall tradeoffs, impact on assignment/forecasting) and drive iterative improvements through root-cause analysis and prevention.

• Preferably 9-12 years in Sales Operations, including 3–4 years leading M&A integrations and data migrations and 4+ years managing teams; proven cross‑functional program leadership across complex, multi‑system integrations.
• Proficiency with CRM platforms (e.g., Salesforce) and experience leveraging AI or advanced techniques for entity resolution/data quality (preferred).
• Significant experience owning CRM data integrity, including operational management of Account/Contact deduplication using exact and fuzzy matching, multi-match adjudication, survivorship rules, and exception handling.
• Hands‑on experience with data hygiene and deduplication tools (e.g., DemandTools, Cloudingo, Dedupely).
• Demonstrated ability to design automation-first data quality processes, reduce manual effort, and establish measurable SLAs/KPIs (e.g., duplicate rate reduction, detection-to-merge cycle times).
• Strong analytical and problem-solving skills with the ability to balance precision/recall tradeoffs.
• Excellent communication, negotiation, stakeholder influence; proven ability to align Sales, Marketing, Client Services, Finance, and CRM Systems on policies and changes.
• Ability to manage multiple priorities in a fast-paced environment; strong business acumen and Sales/Marketing understanding.
• Leadership, coaching, and team-building capabilities; builder mindset with robust documentation and playbook development experience.
• Bachelor’s degree with strong academic record; excellent English communication (written and spoken).