What You'll Do
Own Strategic Customer Engagements End-to-End
- Serve as a primary technical point of contact for assigned strategic accounts.
- Run discovery sessions with data engineers, sales operations leaders, and revenue stakeholders.
- Help diagnose the underlying problem (which is rarely the one the customer first describes).
- Scope the use case, design the solution, build the application, deploy it in the customer's environment, and stay accountable for the outcome.
Bridge Technical and Business Audiences
- Sit with the sales team. Present to customer stakeholders.
- Synthesize complex go-to-market data needs into clear, actionable proposals.
- Whiteboard matching architecture with a data engineering team.
- Walk a sales operations director through disposition codes.
- Present ROI and strategy to executive audiences.
Contribute to the FDE Playbook
- Document what works: discovery frameworks, engagement phases, integration patterns, deliverable templates, success metrics.
- Extract what's repeatable from each new account and feed it into a model that scales.
What You'll Build
Every engagement comprises a consistent service architecture with three pillars and five capability areas.
Three Pillars:
- Data Foundation: golden reference matching, persistent IDs, unified entity profiles.
- Data Management: business-specific logic for customer definitions, account models, entity resolution.
- Activation: TAM to SAM to SOM, fit scoring, in-market signals.
Five Capability Areas:
- Data Foundation Development: Match records across CRM, ERP, billing, and marketing systems to a golden reference dataset. Build custom disposition logic, domain validation, marketability classification, and legal entity crosswalks.
- Account Architecture & Entity Resolution: Define account meaning for the customer's business and build automated logic for duplicate resolution, inactive entity disposition, hierarchy linkages.
- TAM Development & White Space Discovery: Build complete addressable market against ICP criteria, suppress against existing customers, surface white space, apply buying group filters.
- Account Fit Scoring & In-Market Signals: Build custom fit models from historical win/loss patterns; configure evergreen and tailored signals.
- Ongoing Governance & Automation: Match orchestration rules, enrichment segmentation, CRM field locking, and warehouse integration (Snowflake, BigQuery).
Typical Engagements
- Entity resolution at scale (reconciling legal entity hierarchies).
- Hierarchy management (parent-child linkage, orphaned accounts, white space).
- Location-level precision (geo-based firmographics).
- Automated no-human-in-the-loop logic (entity suppression, disposition-based matching).
- Data warehouse as the operating layer (Snowflake or BigQuery via API or data cube).
- Buying group filtering (persona-density criteria across hierarchies).
Requirements
- Experience building production data applications that combine third-party and first-party data.
- Strong skills in data modeling, entity resolution, hierarchy management, and automated decisioning logic.
- Proficiency with SQL, Python (or similar), and data platforms such as Snowflake or BigQuery.
- Ability to own engagements end-to-end, from discovery to deployment and stakeholder management.
- Comfort bridging technical and business audiences, including presentations to executives.
- Track record of delivering measurable business outcomes in complex enterprise environments, ideally in financial services, insurance, or technology sectors.
Nice-to-Haves
- Prior experience in Forward Deployed Engineering, Solutions Architecture, or Customer Success Engineering roles.
- Background in go-to-market (GTM) data, revenue operations, or sales technology.
- Familiarity with ZoomInfo data products (company intelligence, contact data, buying signals, intent data).
- Experience defining and scaling new functions or playbooks.