phData

Salesforce Administrator

• Support general Salesforce administration activities, configuration changes, and support new development initiatives
• Develop systems to continuously validate that rules, flows, and sales processes are working properly
• Create and maintain users, roles, profiles, security settings, custom objects, permissions, and sharing rules
• Enhance Salesforce data quality through automation and rules, and the meticulous management of raw data
• Proactive system maintenance, including security reviews, release updates, health checks, and optimizer
• Manage the Salesforce sandbox environment and maintain clear change management (testing and documented approvals within JIRA) before deploying changes to production
• Provide ongoing end-user and key stakeholder training and documentation, including ad-hoc Salesforce support across the organization
• Support Salesforce-related needs of integrated applications, including but not limited to Sigma, Crossbeam, HubSpot, Gong, and ZoomInfo
• Cleanse and modify data that’s inaccurate, duplicate, incomplete, or incorrect to ensure accuracy and consistency
• Verify that data is updated, useful, accurate, and reliable to maintain a high, consistent standard of data quality
• Develop and implement operational data management processes for recurring and ad hoc data-related tasks
• Monitor the quality of data by tracking key performance indicators to prevent or proactively resolve data issues (i.e., know our data)

Salesforce Administrator – Revenue Operations

Artificial Intelligence

• Design, build, and deploy AI agents using Microsoft Copilot Studio, aligned to real business processes and roles.
• Translate manual or semi-structured business workflows into autonomous agents using low-code/no-code tools within the Microsoft ecosystem.
• Implement agentic behaviors, including planning, tool use, contextual memory, and reflection, to deliver intelligent task execution.
• Integrate Copilot solutions with enterprise systems such as Power BI, SharePoint, Outlook, and Teams.
• Support internal teams in enablement, governance, lifecycle management, and safe experimentation with Copilot agents.
• Develop and iterate on prompt templates, AI guardrails, fallback strategies, and continuous feedback loops to improve agent performance.
• Partner with IT, data, and security teams to ensure responsible, governed, and scalable agent deployments.
• Embed alongside client analytics and BI teams in a staff‑augmentation model, pairing on real Glean use cases while modeling best practices in semantic modeling, governance, and agent design.
• Lead recurring enablement touchpoints (developer workshops, guided build sessions, office hours) to help client teams independently design, deploy, and iterate on Glean agents.
• Co‑create reusable enablement assets (playbooks, labs, prompt libraries, “how‑to” guides) that client champions can use to scale training across business units.

Senior Consultant – AI Workforce, Glean

Product Marketing

• Develop clear, differentiated value propositions, positioning, and messaging for products and solutions
• Translate features into customer outcomes, not buzzwords
• Maintain messaging frameworks that scale across personas, industries, and use cases
• Own GTM plans for new product launches and major releases—from strategy to execution
• Partner with Product, Sales, and Demand Gen to ensure launches land
• Define target audiences, personas, and use-case prioritization
• Equip Sales with the tools they actually use: pitch decks, talk tracks, battlecards, FAQs, demos, and objection handling
• Train Sales and Practice teams on positioning, competitive differentiation, and how to win
• Be the “voice of reason” when sales asks for everything
• Conduct customer research, win/loss analysis, and market analysis
• Track competitors and keep competitive insights current and usable
• Bring customer and market perspective into product roadmap discussions
• Act as a strategic partner to Product Management, not a downstream order taker
• Align with Demand Gen, Content, Brand, and Partners to ensure consistency and impact
• Drive clarity across teams

Product Marketing Manager

• Own solution vision and roadmap at the engagement level for client data and AI platforms/products: align to business objectives, surface opportunities for improvement, and help clients advance their data maturity and data‑driven decision making.
• Be the primary point of contact and trusted advisor for your engagements—clarifying objectives, defining and tracking KPIs/success metrics, and ensuring outcomes map to client value and ROI.
• Translate business needs into actionable technical direction: work with architects, engineers, analysts, and change leaders to define solution scope, requirements, and a product‑based approach to data investments (platform, products, applications, services).
• Lead planning and execution using agile practices: coordinate cross-functional teams, timelines, and dependencies; manage risk, scope, and trade‑offs across one or more concurrent initiatives.
• Establish and operationalize KPIs for business, customer, product, and teams within your engagements—monitor performance, communicate status, and drive data‑informed adjustments.
• Ensure quality, adoption, and continuous improvement of solutions through testing, validation, stakeholder feedback, and iteration; work with change leaders and client stakeholders to support adoption of new platforms and products.
• Contribute to business development by informing solution narratives, providing input to proposals, and occasionally joining client discussions or pitches to represent the solution and delivery perspective.
• Stay current on industry trends, emerging technologies, and best practices in data, analytics, and AI, and bring relevant ideas into client engagements and internal practice work.

Lead Solution Owner, AI & Data Products

• Own solution vision and roadmap for client data and AI platforms/products: align strategies to business objectives, identify innovation opportunities, and guide clients toward higher data maturity and data‑driven decision making.
• Be the primary point of contact and trusted advisor to executive and senior stakeholders—clarifying objectives, shaping KPIs/success metrics, and ensuring outcomes map to client value and ROI.
• Translate business needs into actionable technical direction: work with architects, engineers, analysts, and change leaders to define solution scope, requirements, and a product‑based approach to data investments (platform, products, applications, services).
• Lead planning and execution using agile practices: coordinate cross-functional teams, timelines, and dependencies; manage risk, scope, and trade‑offs across multiple concurrent initiatives.
• Establish and operationalize KPIs for business, customer, product, and teams—track performance, communicate status, and drive course corrections with data.
• Ensure quality, adoption, and continuous improvement of solutions through testing, validation, stakeholder feedback, and iteration; connect solution changes to organizational change management needs.
• Support business development by shaping solution narratives, contributing to proposals, and participating in client pitches to showcase phData’s capabilities and approach.
• Stay current on industry trends, emerging technologies, and best practices in data, analytics, and AI; share insights to elevate client strategies and internal practice maturity.

Principal Solution Owner, AI & Data Products

Data Engineer

• Serve as the executive-level technical leader and primary advisor for strategic customer accounts
• Act as a CTO for your accounts, guiding technology decisions, roadmaps, architecture, and platform maturity
• Build deep relationships with technical and business stakeholders, driving consensus on solutions
• Lead Quarterly Business Reviews (QBRs), Innovation Days, roadmap presentations, and architectural vision sessions
• Deliver clear recommendations, success criteria, and measurement frameworks for each engagement
• Step into complex or ambiguous problem spaces and provide clarity, direction, and momentum
• Collaborate closely with Account Executives to create and execute growth strategies
• Identify new opportunities for phData services and lead scoping, pricing, and proposal development
• Influence buying centers, build executive relationships, and create value-based narratives for expansion
• Deeply understand customer needs and industry trends, positioning phData offerings accordingly
• Drive strategic alignment between the customer, partners (e.g., Snowflake), and internal teams
• Develop and execute multi-year technology roadmaps aligned to client business outcomes
• Own delivery success and overall satisfaction across all projects within assigned accounts
• Ensure delivery quality through mentorship, leadership, and hands-on involvement as needed
• Provide architectural oversight, escalation management, and alignment across teams
• Build technical documentation, vision statements, solution architectures, and proofs of concept
• Drive accountability across internal and client teams through strategic, candid communication
• Lead enablement and education of delivery teams through documentation, onboarding support, and cross-training sessions
• Mentor technical consultants and engineers across the delivery organization
• Build and grow technical and communication skills across teams to elevate delivery maturity
• Identify and share delivery patterns that drive scalable, repeatable customer success
• Actively contribute to phData internal initiatives and communities of practice
• Lead client resource planning, forecasting, and skills alignment in partnership with Recruiting and Resourcing
• Track KPIs and metrics across engagements to measure and communicate business outcomes
• Contribute to internal knowledge sharing and play a key role in Practice Lead strategy discussions
• Collaborate with partner technology teams and keep the broader account team aligned and informed
• Participate in key leadership, sales, and delivery syncs to ensure alignment across functions

Director, Data Engineering

Program Manager

• Define and deliver projects with high complexity that have broad cross-organizational, global, and technology impact
• Manage, own and execute the end to end delivery process across multiple customers ensuring buy in from executives, stakeholders, and project resources
• Provide an understanding of the work being delivered to each customer, including overall scope, budget, timeline, and value proposition
• Identify potential growth and/or renewal opportunities within existing customers
• Assess, manage, and communicate risks and issues throughout project lifecycle
• Develop and use project metrics to make informed decisions
• Drive strategic solutions and business alignment through system level reviews
• Demonstrate excellent judgment and partnership while driving executive-level escalations
• Confident project communications with both external and internal stakeholders, including weekly detailed status reports
• Manage multiple projects, escalations, conflicting priorities and schedules simultaneously
• Contribute and Iterate on the existing phData’s PMO processes with a high level of accuracy
• Partner with internal phData teams to refine existing processes

Senior Program Manager, AI & Data

• Deliver project-based consulting engagements
• Manage client expectations and report on progress
• Create reporting and data visualization solutions
• Analyze and troubleshoot deployment issues
• Support backlog development
• Recommend functionality and best practices

Senior Consultant – AI Workforce

Solutions Engineer

• Propose, design, and provision cloud-native data solutions on AWS/Azure.
• Lead a technical team operating and managing modern data platforms - from streaming, to data lakes, to analytics, and beyond across a progressively evolving technical stack.
• Provide clear ownership of multiple simultaneous customer accounts across a variety of technical stacks as the technical leader.
• Skillfully navigate complex customer environments and build Epics, Stories, and Tasks in order to mature and improve our customers’ data platform.
• Provide thought leadership by recommending the right technologies and approaches to maturing and solving problems to help ensure performance, security, scalability, and user satisfaction.
• Lead discussions and contribute to design recommendations for data model design for Data Warehouses and Data Lakes.
• Continually hunt for ways to automate, optimize, and expand our customers’ data platform and our service offering.

Principal Solution Architect

Director

• Exceed quarterly/annual sales targets in all practice areas (Data Engineering, Managed Services, Machine Learning, and Analytics)
• Co-Sell with Snowflake, AWS, and other ecosystem partners to sell transformative data and AI engineering services and solutions into enterprise companies.
• Drive and execute lead generation activities (i.e. cold calls, email, social, regional events, etc.) to grow market share and awareness within your region.
• Partner with team members (Managing Directors, Solutions Engineering, Marketing, etc.) to scope and present solutions to prospects and clients.
• Take accountability for the phData brand in your territory and accounts, including all sales, delivery and overall customer success for accounts with your region.
• Navigate complex organizational structures to identify key stakeholders, champions and budget owners across various lines of business within an account.
• Accurately forecast, update deals, and manage sales pipeline.
• Complete and embrace training for continuous improvement and new company initiatives.

Territory Director – South Region

• Own the technical sales process from introductory meetings (net-new sales) through post-sales (customer success and expansion).
• Provide pre-sales proofs of concept or short paid engagements to de-risk decisions and accelerate value.
• Clearly communicate phData’s Managed Services (MS), Data Engineering (DE), and Machine Learning Engineering (MLE) offerings to existing and prospective customers.
• Ensure overall customer success across phData offerings and help establish and grow customer relationships.
• Grow phData’s public presence at conferences, meetups, and speaking events.
• Collaborate with the Account Executive and Delivery Owner on Statement of Work (SOW) deliverables.
• Translate big-picture business requirements and use cases into complete data engineering solutions.
• Scope activities for large, complex data solutions and manage post-sales support and escalations.

Territory Director – Southeast

Architect

• Collaborate with clients to understand their business needs and objectives
• Gather inputs from clients to understand where they are today, their vision for leveraging data, analytics, and AI, and extract themes to underpin recommendations
• Design and develop business architectures that align with clients' strategic goals
• Identify opportunities for leveraging data and AI to improve business processes and outcomes
• Collaborate with technical teams to ensure the successful implementation of solutions
• Conduct gap analysis and recommend improvements to existing business processes, including data governance
• Lead workshops and meetings to align stakeholders on project goals and deliverables
• Create detailed documentation, including business capability maps, process flows, and solution blueprints
• Develop and deliver presentations to senior executives and stakeholders
• Establish and grow customer relationships
• Bridge the gap between business strategy and technology implementation, ensuring that engineering efforts align with business needs
• Drive project team outcomes by ensuring alignment between business objectives, solution implementation, and measurable success metrics
• Be fully accountable for managing risks and escalations, owning overall resolution in partnership with Delivery and Sales, and owning project financials while delivering regular account health readouts (financials, project status, major blockers)