Managed Data Services Lead – Enterprise Account

Role Overview

• Own the end-to-end oversight of the client’s monthly and/or quarterly data submission cycle, ensuring all third-party data providers are progressing accurately and on time.
• Lead and direct a team responsible for day-to-day submission tracking, provider outreach, and workflow management.
• Establish and oversee a structured internal review process for data exceptions, ensuring issues are thoroughly assessed and remediated before reaching the client.
• Drive resolution of data quality issues across real estate financial data types including Trial Balances, General Ledgers, loan data, aging schedules, and property-level reporting.
• Serve as the final internal decision-maker on escalations, ensuring the client receives only well-documented, fully vetted issues.
• Oversee source-specific data mapping for providers submitting raw financial data, Oversee raw data intake and mapping to client systems, ensuring field-level accuracy and continuity as source systems evolve.
• Partner with internal technical teams to maintain data integrity across all provider submissions on the Cherre platform.
• Manage the assignment, configuration, and ongoing governance of standardized reporting templates across a diverse provider base and asset class portfolio.
• Maintain and evolve business rule validation logic, proactively identifying gaps and driving improvements in data quality standards.
• Serve as the senior escalation point for third-party data providers, including property managers, fund administrators, and asset managers.
• Build and maintain strong provider relationships, ensuring a high-quality, responsive support experience through a well-managed team.
• Champion a tech-forward approach to service delivery, leveraging the Cherre platform and agentic AI tools to continuously improve efficiency and provider experience.
• Own the enterprise account Information Provider Standard Operating Procedures, ensuring documentation is current, comprehensive, and scalable.
• Own enterprise account performance reporting, delivering actionable insights on submission health, data quality trends, and operational performance to client stakeholders.
• Maintain governance standards across user access, escalation tracking, and data quality logging in alignment with enterprise account requirements.

Requirements

• 6-10 years of experience in real estate data management, financial reporting operations, or managed services delivery.
• Strong foundation in property-level financial data, including General Ledger structures, Trial Balances, loan data, rent rolls, operating statements, and variance analysis.
• Demonstrated experience managing and developing teams in a structured, high-volume data operations environment with multiple concurrent stakeholders.
• Proven ability to serve as a senior client-facing representative, managing escalations and delivering executive-level reporting to sophisticated institutional audiences.
• Hands-on experience interfacing with property managers, asset managers, and fund administrators as data providers.
• Familiarity with data submission platforms, ticketing systems, and SLA-driven service delivery.
• Excellent written and verbal communication skills, with the ability to translate complex data issues into clear, actionable summaries for both technical and non-technical audiences.
• Demonstrated interest in and comfort with technology-forward approaches, including automation and AI-assisted workflows.

Benefits

• Competitive Base Salary: Enjoy a salary range of $125,000-150,000/year, commensurate with experience and performance.
• Attractive Healthcare Plans: Access comprehensive health, dental, and vision insurance plans to ensure you and your family stay healthy and well-supported.
• Paid Parental Leave: We offer generous paid parental leave to help you balance family and work commitments during those important early days.
• Unlimited PTO: Recharge and maintain work-life balance with our unlimited PTO policy, giving you the flexibility to take time off when you need it.