Data governance professional with over 10 years of specialized experience and 20 years in finance data management. Achieved a 45% increase in data accuracy as Master Data Quality Specialist at Blackbaud. Proficient in SAP and Salesforce, with strong skills in governance, process improvement, and team leadership. Expertise in data analysis, quality control audits, and operational efficiency optimization through effective data management systems.
As a Master Data Specialist at Blackbaud, I focus on the governance and management of customer and material master data. - I lead the creation, execution, and implementation of customer master data governance processes, and manage requests for data changes and new entries. - My role involves overseeing global customer processes to ensure the accuracy and efficiency of customer records. I handle technical system requests related to system issues and reporting, while adeptly navigating multiple systems, including Salesforce, SAP, Workday, and Microsoft Office, to manually sync customer data. I have developed and maintained comprehensive reports on team metrics, processing statistics, service level agreements (SLAs), and project outcomes. - In my leadership role as a Specialist, I guide the master data team in Costa Rica, conducting regular reviews of team performance metrics, while managing and approving time-off requests. I ensure that our projects are completed efficiently, applying rigorous tracking, metrics, and established communication standards throughout the delivery process. - Additionally, I am responsible for maintaining the quality and integrity of Product Master Data across all systems of record. - This includes defining, auditing, and correcting product data within Salesforce CPQ and Workday CRM. I ensure that product data is accurately generated in response to Engineering Change Orders (ECOs), and through the Salesforce CPQ system. - Working directly with the Marketing team, Customer Success team, Finance team, and Renewals team. - Successfully implemented a new master data framework that improved data accuracy by 45%. - Streamlined data synchronization processes between Salesforce, SAP, and Workday, reducing manual data entry time by 45%. - Enhanced team productivity metrics by introducing automated reporting tools, resulting in a 90% increase in project completion rates. - Led training initiatives that improved the team’s proficiency in managing master data, contributing to a significant decrease in data discrepancies. - Creating SOPs, planning, coordinating, monitoring, and implementing enablement activities to maximize partner engagement for the master data process. - Audit and implement policies for proper product configuration across Workday and Salesforce. - Conduct audits on item master data, product formulas, and recipes in Workday, and Salesforce. - Evaluate and process change orders in Salesforce and CRM Workday systems. - Maintain and ensure the integrity of product data in Salesforce and CRM Workday. - Experience with Windows Azure for creating and investigating items, and changing orders, with knowledge of Salesforce CRM is preferred. - Knowledge of project management fundamentals and processes. - Familiar with reporting and analytics tools related to data management. - Collaborate with Technology, Business, Marketing, Governance, and others within the data community.
As a Sales Operations Supervisor for customers, I oversaw daily worklists and resolved technical system tickets. - My role focused on executing master data governance and managing global customer processes for Customer Master Data at 3M. - I corrected inaccuracies in SAP through DMR or direct updates, created new accounts, ensured compliance with Sarbanes-Oxley (SOX) regulations, and fulfilled internal client requests. In addition to my operational responsibilities, I provided mentorship to my team by addressing their questions as a senior analyst, and supporting their professional development, aligned with their career ambitions. I also worked with internal clients to clarify system errors and outline the processes for resolving them, which I documented and enhanced through process improvements. I established reporting frameworks and metrics to track team performance, data quality, and synchronization issues, enabling informed decision-making and continuous improvement. - Successfully implemented a master data governance framework that improved data accuracy by 35%, significantly reducing errors, and enhancing compliance. - Created and maintained comprehensive team performance metrics, different types of manuals, and quick guides, resulting in a clearer understanding of data quality issues and leading to a 25% improvement in overall data integrity. - Recognized for outstanding leadership, planning, and support, resulting in a more engaged and skilled team capable of addressing complex system challenges efficiently. - Develop, train, and audit standard procedures; assist in training on strategic goals and management data. - Review and edit security clauses in customer contracts with the contracts team. - Set and maintain enterprise information security policies for Sales, and other areas. - Work according to the Data Strategy and Enablement for the development of data products' supply chains. - Analyze discrepancies to identify issues in sales data. - Support additional audit and reporting tasks. - Clean data to align customer names in sales records with 3M’s Customer Master. - Coordinate with Master Data for new customer entries. - Ensure compliance with data, confidentiality, and quality standards.
As the Collections Team Lead, I oversee the daily operations and performance of a team of collection specialists, ensuring efficient debt recovery processes and compliance with company policies and regulations.- I was involved in guiding and motivating team members, implementing collection strategies, and resolving escalated issues to optimize recovery rates and maintain positive customer relationships. - My key responsibilities as a Collections Team Lead include leading and managing a team of collection agents, providing guidance and coaching, and monitoring team performance against targets. - I was. Also responsible for developing and implementing collection strategies, analyzing processes for improvement, and ensuring compliance with regulations. - Handling escalated customer issues, negotiating payment plans, and collaborating with other teams to resolve billing issues are also part of the role. - Additionally, the team lead prepares reports on performance and maintains accurate records of collection activities. - My essential skills as Collections Team Lead include leadership, communication, interpersonal skills, negotiation, conflict resolution, analytical skills, problem-solving, and customer service. - Proficiency with collections software, CRM systems, and Microsoft Office Suite (especially Excel) is also important, along with attention to detail, the ability to work under pressure, and strong organizational skills.
As the Sales Territory Team Leader, I was responsible for overseeing sales operations within a defined geographic area. - This role involves developing and implementing sales strategies, building customer relationships, meeting sales targets, and analyzing market trends to drive revenue growth and market share. - I was acting as a liaison between the company and its customers, addressing needs, providing solutions, and ensuring customer satisfaction.
As the Corporate Report Administrator, I was responsible for the accurate and timely creation, analysis, and distribution of various corporate reports. Working with analytical skills, attention to detail, and the ability to work both independently and as part of a team. - I was ensured that all reports adhere to company standards and regulatory requirements. Responsibilities: Generate regular and ad-hoc reports using various data sources and reporting tools.
Analyze report data to identify trends, patterns, and anomalies. - Prepare presentations summarizing key findings and recommendations. - Ensure the accuracy and integrity of all data used in reports. - Data Management: Maintain and update databases and spreadsheets used for reporting. - Ensure data quality and consistency across all reporting systems. -
Develop and implement data validation procedures.
Compliance and Standards: Ensure all reports comply with relevant company policies and regulatory requirements. - Stay up-to-date on changes to reporting standards and regulations.- Assist with internal and external audits related to reporting. - Communication and Collaboration: Communicate report findings to relevant stakeholders. - Collaborate with other departments to gather data, and ensure accurate reporting. - Respond to inquiries regarding report data and analysis.
Title: Empathetic Team Leader | Data Governance | Quality Specialist | Master Data Finance Lead