Job Title: MDM Business Analyst
Location: San Jose, CA (Day 1 onsite, 4 days office)
Duration: Long term contract
Rate: DOE
Must have: Business Analysis, MDM, MDM SaaS, Salesforce CRM,
Key responsibilities
MDM requirements
- Run on-site discovery and requirements workshops with business and IT stakeholders for in-scope domains such as Customer, Account, Contact and Product.
- Document business requirements, user stories and acceptance criteria. Define golden record attributes, data ownership and the systems of record.
- Work out business rules for match criteria, trust and survivorship, and hierarchies with the MDM Solution Architect and DQ Analyst.
- Prepare source-to-target mappings, attribute-level data dictionaries and business glossary entries.
- Maintain the requirements traceability matrix and manage requirement changes through the change control process.
Data stewardship processes
- Design end-to-end data stewardship processes: create/update approvals, duplicate review, merge/unmerge decisions and exception handling.
- Define steward roles, responsibilities, task queues, SLAs and escalation paths in MDM SaaS.
- Document data governance policies, data ownership (RACI) and data standards for mastered entities.
- Prepare steward SOPs, process flows and training material. Lead steward onboarding and training sessions.
Salesforce CRM data
- Analyze the Salesforce CRM data model: Accounts, Contacts, Leads, Opportunities, record types, account hierarchies, custom objects and fields.
- Find Salesforce data quality issues such as duplicates, incomplete records and inconsistent account hierarchies, and define how to fix them.
- Define the business rules for syncing golden records back to Salesforce, including field ownership, conflict resolution and duplicate prevention (search-before-create).
- Work with the client's Salesforce admins and sales/service operations teams on process changes after MDM goes live.
Client engagement (onshore)
- Act as the main functional contact for client business sponsors, data owners and stewards.
- Get timely business sign-offs on requirements, match and survivorship rules, stewardship processes and UAT.
- Present requirements, process designs and open decisions in status meetings and steering committees.
Onshore offshore coordination
- Turn client requirements and decisions into clear functional specs for the offshore MDM, CDI, DQ and QA teams.
- Run regular overlap calls with the offshore team to clarify requirements and resolve functional questions.
- Review offshore deliverables (designs, test cases, UAT scripts) to check they meet business needs.
Testing and go-live support
- Help the QA team build test scenarios, and lead UAT planning and execution with business users and data stewards.
- Validate match/merge and survivorship outcomes against business expectations.
- Support change management, user training, cutover and go-live on site.
Mandatory skills
- MDM requirements: 3+ years as a Business Analyst on MDM programs. This must include defining golden record attributes, match/merge and survivorship business rules, hierarchies and source-to-target mappings. Informatica MDM SaaS experience is preferred.
- Data stewardship processes: hands-on experience designing data stewardship workflows, steward roles and SLAs, governance policies and data ownership (RACI) models.
- Salesforce CRM data: strong knowledge of the Salesforce CRM data model (Accounts, Contacts, Leads, account hierarchies, custom objects) and common Salesforce data quality challenges such as duplicates and hierarchy inconsistencies.
Must-have skills
- Experience writing BRDs, functional specs, user stories, process flows (BPMN/Visio) and data dictionaries.
- Good SQL skills for data analysis and validation.
- Proven experience working with offshore delivery teams in a global delivery model.
- Experience leading UAT with business users.
- Excellent workshop facilitation, communication and stakeholder management skills.
Good-to-have skills
- Exposure to Informatica Customer 360 / Business 360 UI and stewardship features.
- Oracle Fusion Cloud data (Customer, Supplier, Item).
- Informatica Cloud Data Quality and profiling outputs.
- Agile delivery with Jira or Azure DevOps.
- Salesforce Administrator certification, and CBAP or a similar BA certification.