Position Summary: Culligan Quench is seeking a detail-oriented and strategic Customer Hierarchy Manager to oversee the design, implementation, and maintenance of our customer hierarchy framework.
The ideal candidate will have a strong background in data governance within CRM systems, analytical capabilities, and cross-functional collaboration, with a passion for optimizing customer data structures to drive business performance.
Key Responsibilities:
Design & Maintain Hierarchies: Develop and manage customer hierarchy structures (e.g., parent-child relationships, global account linkages) across customer accounts to drive optimized sales relationships.
Cross-Functional Collaboration: Work with leadership across Sales, Marketing, Finance, and IT teams to align hierarchy structures with business needs.
Data Governance: Ensure data accuracy, consistency, and integrity across platforms; establish standards and processes for hierarchy updates and serve as central owner of hierarchy structures.
Data analysis: Conduct end to end data analysis to recommend hierarchy changes, both within customer relationships and across sales team assignments.
Reporting: Support reporting teams by ensuring hierarchies enable accurate roll-ups and segmentation for performance tracking.
Customer Insights: Provide strategic input on customer segmentation and account planning based on hierarchy data.
System Integration: Partner with IT to ensure hierarchy logic is correctly implemented in system integrations and data flows.
Training & Documentation: Create user guides and train internal stakeholders on hierarchy management processes.
Qualifications:
- Demonstrated success in similar data analysis including (for example) CRM/ERP data management, sales operations, or customer analytics
- Strong understanding of customer data structures and hierarchy logic
- Proficiency in Salesforce
- Strong data analysis capabilities, including end to end data ownership
- Excellent organizational and communication skills, including with senior leaders
- Experience with data governance and master data management (MDM) is a plus
Preferred Skills:
- Familiarity with B2B customer structures and global account management
- Experience in Power BI
- Knowledge of SQL or data querying tools
- Ability to manage multiple stakeholders and drive consensus
Requirements
Demonstrated success in similar data analysis including (for example) CRM/ERP data management, sales operations, or customer analytics
Strong understanding of customer data structures and hierarchy logic
Proficiency in Salesforce
Strong data analysis capabilities, including end to end data ownership
Excellent organizational and communication skills, including with senior leaders
Experience with data governance and master data management (MDM) is a plus
Familiarity with B2B customer structures and global account management
Experience in Power BI
Knowledge of SQL or data querying tools
Ability to manage multiple stakeholders and drive consensus