Key Responsibilities & Accountabilities
· Execute day-to-day maintenance and updates of account hierarchy relationships in Salesforce, with particular attention to US Federal, Strategic, and Enterprise accounts.
· Investigate and resolve flagged duplicate account and contact records using data-quality tooling (for example, Openprise, Validity/DemandTools, Cloudingo), following the team’s deduplication standards.
· Research and validate parent-child account relationships to support a single, accurate source-of-truth customer hierarchy.
· Maintain clear, audit-ready documentation for every hierarchy change and deduplication action, consistent with IPO-readiness data control standards.
OFAC / Sanctions Screening
· Perform OFAC/sanctions screening on in-process deals and channel-sourced opportunities in line with established team procedures.
· Complete screening as early as possible in the opportunity management process and always before booking.
· Escalate flagged matches promptly to the Manager and Legal/Compliance, following defined escalation and resolution procedures.
· Research and validate new account creation requests in Salesforce, confirming correct placement within the customer hierarchy before account creation.
· Meet established SLAs for account research and creation turnaround time.
· Flag ambiguous, high-risk, or unclear account creation requests to the Manager for review and guidance.
AI-First Tooling & Continuous Improvement
· Use AI and automation tools for detection, matching, and research; review and validate AI-flagged findings before making or recommending changes to transactional systems.
· Provide feedback on tooling accuracy and performance to support continuous improvement of the AI-first operating model.
· Identify recurring data quality issues or process gaps and recommend improvements to the Manager.