Salesforce Master Data Analyst — Software RenewalsLocation: Guadalajara, Jalisco, Mexico (Hybrid — 1 day/week in office)

Schedule: Full-time (40 hrs/week) | Local hours with overlap into US Central Time

About the Role

We are looking for an analytical, detail-oriented Salesforce Master Data Analyst to join our Design to Operate (DTO) Software CRM & Sales Automation team.

In this hands-on, high-volume data role, you will serve as the critical link between raw renewals order reports and clean, actionable opportunities in Salesforce. Before a software renewal can become a sales opportunity, someone must determine which customer it belongs to, verify if the account already exists across enterprise master systems, resolve duplicates, and ensure the data is clean enough to load. This is far more than standard data entry—it requires investigative judgment to decide whether two records represent the same company, and the discipline to document the evidence behind every decision.

Key Responsibilities

- Order Cleanup & Party Classification: Isolate records requiring mastering from raw renewals order reports across multiple party fields ( End Customer, Ship To, Sold To, Reseller ). Classify party types per order (recognizing a company may act as an end customer on one order and a reseller on another), standardize address/state picklist values prior to upload, and consolidate multiple product lines per customer.
- Account Matching & Disposition: Match end customers to unique enterprise customer IDs across Salesforce and internal master databases,



documenting the supporting evidence for every match. Route accounts based on data quality and system presence, create missing Salesforce accounts, flag duplicates with full comparison packs (aliases, former names, address variants, order history), and compile legal entity evidence packs when new master IDs are needed.
- Data Loading & Error Resolution: Build Account Loader and Data Migration files, verifying pre-upload that orders or opportunities do not already exist in Salesforce. Process success and error logs by splitting failures by reason code, correcting defects, rebuilding files, and reconciling loaded records back to the master list.
- Process Improvement & Rule Definition: Spot recurring data defects, name variants, or upload failure codes. Document these patterns clearly so Product Owners and Salesforce Developers can build automated validation or matching rules, then test those rules against real production data. Build lightweight Excel reconciliation templates and lookups to streamline daily workflows.
- Agile Execution: Manage all work transparently within Jira, maintain up-to-date standard operating procedures (SOPs) so queues remain transferable, and report on throughput, match accuracy, and blockers.





Required Qualifications

- Experience: 3–5 years of hands-on experience in master data management (MDM), data operations, order management, or CRM data quality.
- Salesforce Data Expertise: Proven experience working with Salesforce Data Loader or Data Migration templates, Account Loader files, processing success/error files, and troubleshooting upload reason codes.
- Investigative Judgment: Strong ability to determine whether two records represent the same legal entity using company names, addresses, country data, and order history—and clearly explain your rationale. Comfortable escalating indeterminable records rather than guessing.
- Advanced Excel Skills: High proficiency in Excel (complex lookups, multi-file reconciliations, handling large datasets without losing rows).
- Communication: Clear, concise written English to document audit trails and evidence packs for cross-functional stakeholders.
- Mindset: High precision and stamina under volume, paired with a continuous-improvement mindset that treats repeating manual fixes as problems to solve.

Nice-to-Have Qualifications

- Fortune 100 or large enterprise experience in customer master data, entitlements, or channel/distributor operations.
- Exposure to software renewals, subscription order flows, or co-terming.
- Salesforce Administrator certification or practical experience configuring Salesforce duplicate management rules.
- Familiarity with Jira and data reconciliation tools/scripting (Power Query, SQL, or Python).

📌 Salesforce Master Data Analyst (Guadalajara)
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📍 Guadalajara