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Data Management Specialist

Vailexa Technology LLCSan Jose, CA🇺🇸United StatesPosted Oct 7, 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
San Jose, CA, United States
Posted
Yesterday

Job Description

Role Overview
Objective:
Manage partner data operations, execute regular PVI data refresh cycles, map multi-source partner Value Index data to Business Entity IDs (BEIDs), and maintain data quality, governance, and tracking across Developer and Advisor portfolios.
Key Responsibilities & Scope:
  • PVI Data Refreshes: Own, run, and monitor recurring PVI data refresh operations. Troubleshoot data discrepancies, fix synchronization issues across systems, and maintain pipeline reliability.
  • Data Collection & Mapping: Gather Value Index data across structured databases and manual sources. Map partner accounts accurately to BEIDs and qualification codes.
  • MDM Operations: Submit and manage cases in the Partner MDM (Manual Data Management) tool to associate proper codes with mapped partners; keep reconciliation logs up to date.
  • Automation & Dashboard Tracking: Implement workflow automations using low-code/no-code tools (such as Microsoft Power Automate) or scripting to streamline recurring manual tasks. Maintain status dashboards for team and leadership visibility.
  • Process Documentation: Document operating procedures and RACI workflows for data updates and ongoing governance.
Required Qualifications & Technical Skills:
  • Strong technical data management background with experience managing recurring data refresh cycles and structured data tables.
  • Demonstrated ability to troubleshoot data synchronization discrepancies and resolve mapping issues independently.
  • Familiarity with master data management (MDM) concepts and enterprise partner identifiers.
  • Experience with low-code/no-code automation tools (e.g., Power Automate) or workflow scripting.

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