Client Data Specialist

The Client Data Specialist is a senior-level, customer-facing data professional responsible for supporting the successful launch of client projects by helping customers provide the data needed for execution. This role works directly with client stakeholders at the beginning of projects to define data requirements, communicate formatting standards, negotiate for complete and well-structured source data, and transform incoming files into the company’s standard input formats. The Client Data Specialist also performs broader data analyst responsibilities, including data profiling, cleansing, validation, mapping, documentation, and support for ongoing business and project data needs.

Key Responsibilities

- Partner directly with clients at project initiation to identify required data, clarify expectations, and establish submission standards

- Guide clients toward complete, accurate, and properly formatted data deliveries that meet project and operational needs

- Review, profile, cleanse, normalize, and transform client-provided data into standard internal input formats

- Identify data quality issues, missing elements, inconsistencies, and formatting problems, and work with clients and internal teams to resolve them

- Develop and maintain data mappings, transformation rules, validation checks, and supporting documentation

- Perform ongoing data analysis to support project teams, operational processes, and business decision-making

- Collaborate with internal stakeholders across project management, operations, product, and technology teams to ensure data readiness and usability

- Support continuous improvement of client data intake standards, templates, and onboarding processes

III. Personal Qualifications & Experience

- Bachelor’s degree in a relevant field or equivalent practical experience

- 5+ years of experience in data analysis, data onboarding, data conversion, or related roles

- Strong client-facing communication skills, including the ability to explain data requirements clearly and professionally influence external stakeholders

- Experience working with messy, incomplete, or inconsistently structured source data

- Strong skills in Excel, SQL, and Python

- Experience with data cleansing, transformation, validation, and reconciliation

- Strong analytical, problem-solving, and documentation skills

- Ability to work effectively across both business and technical teams

- Experience supporting client implementations, onboarding, or project-based delivery environments

- Familiarity with CSV, flat files, spreadsheets, and other common inbound data formats

- Experience creating repeatable data preparation and quality control processes

- Knowledge of data mapping, reference data standardization, and operational data workflows

Personal Qualifications & Experience

- Bachelor’s degree in a relevant field or equivalent practical experience

- 5+ years of experience in data analysis, data onboarding, data conversion, or related roles

- Strong client-facing communication skills, including the ability to explain data requirements clearly and professionally influence external stakeholders

- Experience working with messy, incomplete, or inconsistently structured source data

- Strong skills in Excel, SQL, and Python

- Experience with data cleansing, transformation, validation, and reconciliation

- Strong analytical, problem-solving, and documentation skills

- Ability to work effectively across both business and technical teams

- Experience supporting client implementations, onboarding, or project-based delivery environments

- Familiarity with CSV, flat files, spreadsheets, and other common inbound data formats

- Experience creating repeatable data preparation and quality control processes

- Knowledge of data mapping, reference data standardization, and operational data workflows