Workflow Integration Project

Role & responsibilities

Key Responsibilities:

1. Proactive project management

• Work with Insight Solutions, CXO Centers of Excellence, and the Chief Data Office

(CDO) to document and communicate project requirements.

• Work alongside business analysts to review and refine KPIs, ensuring they align with

business needs.

• Practice proactive communication and upward management to keep projects on track.
• Collaborate with internal teams and developers to improve how third-party insights (e.g.,

D&B Hoovers, BoardEx, S&P Capital IQ Pro and Databook) are delivered.

• Work with technical teams to simplify data connections with data feeds and/or APIs,

making insights easier to access for sales and account teams.

2. Workflow Automation & Optimization

• Help identify key insights from third-party data to support CXO strategies.
• Support efforts to streamline and automate data processes, helping to reduce manual

work.

• Apply human centric design principles to improve adoption and ease of use for

integrated insights.

• Work with stakeholders to identify opportunities for refining data-driven decision-making.

3 . Process Support & Innovation

• Train on and support our services in times of high demand.
• Contribute to initiatives that align with the Sales Acceleration Roadmap, helping to

evolve the teams capabilities.

Preferred candidate profile

Ideal Skills & Experience:

• Interest in third-party data tools and their role in sales and account enablement.
• Strong project management and stakeholder collaboration skills.
• Experience working with CXO teams or sales enablement functions.
• Ability to interpret operational data from dashboards and data tools in partnership with

business analysts and internal product owners.

• Familiarity with user-friendly design principles, workflow automation, or process

improvement