As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
What You Will Get to Do:
Serve as the Data Steward for Salesforce, owning CRM data accuracy, governance, and system integrity across Accounts, Contacts, Opportunities, and related objects.
Create and continuously maintain structured, accurate documentation that reflects system rules, validation logic, and operational workflows.
Execute complex data operations including account hierarchy management, bulk uploads, lifecycle updates, and deduplication — with strong first-pass accuracy.
Perform data validation, including but not limited to email, phone, address, account type, and industry, to maintain high-quality, compliant CRM records.
Troubleshoot and resolve issues related to contact ownership, account ownership, territory assignments, opportunity assignment, and hierarchy alignment.
Build and maintain Salesforce dashboards and reports to monitor data quality, SLA adherence, and queue performance
Lead proactive data cleansing and automation initiatives to improve efficiency and maintain a clean, scalable Salesforce instance.
What You Will Bring:
3–6 years of experience in Salesforce, Revenue Operations, Sales Operations, or CRM/Data Governance roles
Strong functional understanding of Salesforce objects and relationships (Accounts, Contacts, Opportunities, Territories), including validation rules, picklists, and dependencies
Proven experience managing CRM data quality, bulk imports, deduplication, and governance initiatives
Ability to interpret system logic and business context, not just follow documented steps
Demonstrated experience creating dashboards and reports within Salesforce
Strong documentation skills with attention to detail and a commitment to accuracy
Excellent written and verbal communication skills with a strong command of the English language, and the ability to work independently in an ambiguous, fast-paced environment
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
