This role is for someone who digs into the details, finds the root cause, and knows how to turn a messy problem into a clear path forward. Strong data instincts, Excel fluency, and comfort with AI tools matter more here than any specific industry background
Work directly with clients in external Slack channels during the data ingestion phase, driving investigations, reconciling balances, and resolving missing volume issues alongside the Enterprise Success Consultant
Work across large, complex client datasets to identify discrepancies, investigate root causes, and produce outputs that actually move things forward - not just surface the problem
Support Core and Broker delivery workflows as a specialist resource for data-related issues, maintaining deep context on the clients and datasets you're closest to
Help the Advisory team with operational workflows including recurring reconciliation, data validation, and exception resolution
Use AI tools actively to speed up investigations, automate repetitive data tasks, and improve how the team operates
Turn open issues into clear, well-scoped requests - with enough context that the next person can pick them up and run
Keep documentation sharp: process notes, issue summaries, handoff materials, and anything else that makes work predictable and easy to transfer
Surface blockers and risks early, coordinate across teams without losing context, and apply good judgment on when to resolve directly and when to escalate