Cvent - Data Migration (PMI) - Manager

Manager – Data Migration (M&A) and Data Quality, Sales Operations

Overview

The Manager – Data Migration (Mergers & Acquisitions) and Data Quality in Cvent’s Sales Operations will lead end-to-end CRM data migration for acquired companies into Cvent’s CRM and own ongoing CRM data quality operations. They will partner cross-functionally to define scope, ensure data readiness, execute high-quality matching/deduplication at scale (using both exact and fuzzy logic), and integrate processes, teams, and governance to support successful go-live and post-merger operations. In parallel, they will drive daily and monthly deduplication programs for Accounts and Contacts to minimize sales friction, safeguard data integrity, and scale automation-first processes that require minimal manual effort.

Key Responsibilities

• 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.

Eligibility Criteria

• 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).