Senior Lead Business Execution Consultant – Sales & Servicing Data Domain Expert

Wells Fargo

. Serve as the subject matter expert for Sales & Servicing data, including CRM, client, servicing interactions, case management, and entitlements data .

Posted 10/23/2026full-timeUnited StatesSenior💰 $139,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales and Servicing data management, including CRM and data governance practices, while effectively translating complex data concepts into actionable business insights. Proven ability to lead cross-functional collaborations and drive strategic data initiatives in a fast-paced environment.

Highest-signal resume keywords

CRM ExpertiseData Governance PracticesSQL SkillsData Quality ManagementAI-Enabled Use Cases

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data QualityMetadata ManagementLineageCase ManagementSales EffectivenessClient InsightsServicing AutomationIntelligent RoutingSelf-Service Use CasesTreasury Sales Operations

Soft Skills

Partnership SkillsIntellectual CuriosityAbility to Work in Fast-Paced EnvironmentBalancing Innovation with RiskEffective Communication

Tools & Technologies

SnowflakeDatabricksHiveGCPCRM PlatformsManaged Data & AI Services Platform

Industry Keywords

BankingFinancial ServicesClient Lifecycle ManagementServicing WorkflowsRisk and Compliance

Tech Stack

Tools & technologies

Google Cloud PlatformSQL

About the role

Key responsibilities & impact

Serve as the subject matter expert for Sales & Servicing data, including CRM, client, servicing interactions, case management, and entitlements data
Define sources of record, business definitions, lineage, and downstream consumption
Advise leadership and drive strategic data initiatives and decisions
Ensure data is complete, discoverable, governed, and AI-ready
Define, monitor, and improve data quality standards and resolve complex data issues
Partner with AI Domain Leads and engineering teams on sales effectiveness, client insights, servicing automation, intelligent routing, and self-service use cases
Support integration of Sales & Servicing data with CRM platforms, servicing applications, and the Managed Data & AI Services platform
Collaborate with Data Governance teams on metadata management, cataloging, lineage, controls, and enterprise-policy compliance
Translate technical data concepts into business insights and recommendations
Lead cross-functional discussions, working groups, and steering committees
Collaborate with leaders, product teams, technology partners, and enterprise data organizations to deliver scalable solutions
Fulfill applicable risk and compliance obligations, including monitoring, escalation, remediation, and sound risk decisions

Requirements

What you’ll need

7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
Strong expertise with CRM, client, sales, servicing, case management, or entitlements data in a banking or financial services environment
Experience with data quality, metadata, lineage, and data governance practices
Strong SQL skills and experience with modern data platforms such as Snowflake, Databricks, Hive, GCP, or similar technologies
Experience supporting AI, advanced analytics, or data-driven business solutions
Knowledge of treasury sales and servicing operations, client lifecycle management, servicing workflows, or case management processes
Ability to prepare and manage data for AI-enabled use cases through effective metadata, documentation, and governance practices
Ability to translate complex data concepts into business insights and recommendations
Proven partnership skills with business, technology, data, AI, and governance stakeholders
Ability to work in a fast-paced environment while balancing innovation with risk and control requirements
Intellectual curiosity and interest in emerging trends across AI, payments, client experience, servicing automation, and digital currencies
Ability to fulfill applicable Wells Fargo risk, compliance, policy, and procedure requirements
Must directly represent own experiences during recruiting and hiring
Third-party recordings are prohibited unless authorized by Wells Fargo

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available