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Data Steward

Job Category:
Technology Provider
Career Level:
Mid Career (2+ years of experience)
Job Type:
Full Time/Permanent
Company Name:
Phoenix American Incorporated
San Rafael

Data Steward

  • San Rafael, CA
  • Full-time

Company Description

SalesFocus Solutions provides asset management firms with state-of-the-art data visualization and sales analytics to facilitate intelligent decision making through its Marketing And Reporting Sales (MARS) product suite. SalesFocus Solutions’ clients include asset management firms, insurance companies, real estate investment trusts, and banks. MARS has been used by some of the largest financial services firms since 1999 to grow their assets and increase profitability.   

MARS transforms transfer agent and financial intermediary data into actionable market intelligence and allows firms to perform sophisticated business analysis, and trending. The innovative MARS features provide firms with a competitive advantage by providing advanced analytics and data visualization across all distribution channels, product lines and geographic territories as well as the ability to dynamically drill-down into graphical views of specific market segments, product sales, and business relationships so that our client firms can gain unprecedented business insights and their sales team can more readily find new actionable business opportunities.  

MARS will ensure your sales organization is better prepared for each sales call and marketing teams are more efficient in identifying the right opportunities and cross-selling opportunities. Some of the benefits MARS provides includes:

  • Data visualization, sales analytics, and reporting for all product types including ETFs and alternative investments;
  • Integration with Market Intelligence data provides to enhance visibility into wallet share and opportunities;
  • Data cleaning and de-duping to ensure accurate contact and sales information; 
  • View details of all firms, branches/offices, reps, sales, assets, product and activity information across all distribution channels and geographic territories;
  • Visualize segmentations in MARS via Google Maps;
  • View firm heat maps 
  •  Identify top producers and cross-selling opportunities;
  • Gain insights into additional potential sales opportunities;
  • Compare sales and asset trends; 
  • Automated alerts for key events such as large purchase activity or rep’s first sale;
  • Optional Real-time integration with Salesforce® CRM to improve your ability to measure profitability/sales effectiveness and perform sophisticated marketing campaigns; and
  • Gain advanced contact, activity and sales information on touch screen devices such as iPads, iPhones and Microsoft Surface Pro tablets.


Job Description

Do you have killer computer skills and want to work in a fast-paced environment for a growing software firm managing data for the mutual funds industry? Must have good verbal and written skills, professional approach and be excellent at Internet and telephone research. Position available immediately in San Rafael, CA.  

Our Company offers services to its clients who prefer to outsource the tasks associated with maintaining a clean database. Information feeds from Transfer Agents and other intermediaries may not contain sufficient information for the sales or asset records to be identified and processed. The Data Steward assists with reviewing, researching and resolving errors or missing data so that the information will be available in MARS

Job description: Daily review and validation of Firm/Office/Rep information received by the MARS system from 3rd party providers, to ensure that the data is accurate and complete.

  • Resolve errors in incoming transactions
  • Resolve trades and assets to firm, office and rep levels 
  • Add, move and merge firms/office/rep as necessary
  • Research to obtain correct information, including contacting intermediaries
  • Maintain transaction, product, social and other codes
  • Work cooperatively with SFS team members and client personnel



  • Prior financial services experience 
  • Familiarity with firm, branch and rep structure
  • Basic knowledge of Excel
  • Communication skills, both verbal and written
  • Detail oriented


Additional Information

All your information will be kept confidential according to EEO guidelines.