No other company in our industry is supercharging the way they work and serve their clients like OneDigital. Fresh thinking has always been the core of OneDigital’s vision and growth strategy. It’s how we stand out in our industry, it’s how we stay competitive and resilient in a changing world. Most importantly, our innovative approach is helping more people do their best work and live their best lives. Innovation fuels our employee experience by making it easier to do your best work anytime, anywhere and from any device. And our tech-based products for clients are a game changer in our industry. If you thrive on change and innovation, OneDigital is the career choice for you.

Our Newest Opportunity: 

Summary:

The Data Governance & Business Analyst plays a critical role in advancing the organization’s data and CRM convergence strategy, with a strong focus on platform scalability, data quality, and user experience. This role will champion enterprise data governance strategy, focusing on Snowflake, metadata visibility, and data pipeline integration. This role sits at the intersection of business analysis, data governance, and platform enablement, ensuring that data, reporting, and CRM capabilities support current and future business needs across practices. This individual is responsible for gathering and translating business requirements into actionable deliverables while also defining and operationalizing data governance standards that ensure data consistency, compliance, and usability across platforms such as Dynamics 365, Salesforce, Snowflake, and enterprise integration pipelines. The role partners closely with other members of the Business Solutions Product Management team, delivery teams, data engineering, and cross functional stakeholders to proactively identify platform gaps, improve endtoend workflows, and reduce the need for reactive or short-term fixes.

Essential Duties and Responsibilities:

Business Analysis & Platform Enablement

• Facilitate cross functional workshops to elicit, refine, and prioritize business requirements related to CRM, data, reporting, and integrations.
• Document business processes, data flows, system interactions across Dynamics 365, Salesforce, and related platforms.
• Translate business needs into clear functional and technical requirements, user stories, and acceptance criteria.
• Support delivery teams throughout design, testing, and deployment to ensure solutions align with business intent.
• Participate in Agile ceremonies (standups, sprint planning, reviews, retrospectives, PI planning) and contribute to delivery tracking in Azure DevOps.
• Partner with stakeholders to define success metrics and ensure reporting and data solutions align with business goals.

Data Governance & Data Management

• Design and support scalable data governance frameworks that promote data quality, consistency, security, and compliance across the enterprise.
• Manage and contribute to governance activities within Snowflake, including data modeling, access controls, and quality monitoring.
• Leverage tools such as Atlan (or similar platforms) to improve metadata management, data lineage, and data discoverability.
• Define and maintain business glossaries, data dictionaries, lineage documentation, and governance standards.
• Monitor data quality metrics, identify issues, and coordinate remediation efforts with data engineering and business teams.
• Support regulatory and data privacy initiatives through strong governance and documentation practices.

Integration, Reporting & CRM Alignment

• Collaborate with data engineers to ensure governance is embedded in ETL/ELT pipelines, including those built with SSIS and Azure Data Factory.
• Support reporting and dashboard initiatives using Power BI, ensuring consistent, trusted, and well- governed data sources.
• Assist with CRM data and process alignment across Dynamics 365 and Salesforce, including referral workflows and cross practice collaboration.
• Identify opportunities for platform improvements, quick wins, and longer‑term enhancements that improve usability and operational efficiency.

Change Management & Enablement

• Provide training and support to data stewards and business users on governance tools and best practices.

• Act as a liaison between technical teams and business users, translating complex concepts into clear, actionable guidance.
• Advocate for sustainable, well governed solutions that minimize manual workarounds and rework.

Qualifications, Skills and Requirements:

• Strong analytical and problem solving skills with attention to detail.
• Excellent verbal and written communication skills; ability to translate technical concepts for non‑technical audiences.
• Ability to manage multiple priorities in a fast paced, delivery oriented environment.
• Ability to balance near-term improvements with long-term strategy.
• Change leadership and continuous improvement mindset.
• Excellent communication and stakeholder management skills across technical and non‑technical audiences.
• Excellent attention to detail in documentation and data quality
• Proven working knowledge of data management concepts, including data governance, data quality, data modeling, and data integration.
• Proficiency in SQL, Python, or other scripting languages for data analysis and automation.
• Direct data warehousing, data modeling, or Master Data Management (MDM) concepts a plus.
• Understanding of data privacy regulations and compliance frameworks.

Education, Training and Experience:

• Bachelor’s degree in business, data analytics, information systems, computer science, or a related field.
• 5+ years of experience in business analysis, data governance, data management, or related roles.
• Experience working with data warehousing and analytics platforms, including Snowflake.
• Experience supporting Agile teams and tools such as Azure DevOps.
• Experience supporting enterprise‑scale platform or process transformation initiatives.
• Experience working with cross-functional teams and stakeholders.
• Experience with Atlan, Collibra, Alation, or similar data governance platforms.
• Experience with Dynamics 365 and Salesforce business processes preferred.
• Familiarity with Power BI, MuleSoft, SSIS, and Azure Data Factory preferred.
• Experience working in Insurance or Finance Services industry is a plus.
• SAFe or Agile related certification is a plus.
• Snowflake, Atlan, or data governance frameworks certification are a plus.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!