The Role
This role is pivotal to ensuring that Customer Excellence transformation delivers reliable, compliant, and customer-centric data foundations.
The success of the CRM migration and billing platform depends on strong governance, making this role essential to both customer outcomes and regulatory confidence.
The Data Governance Specialist will play a critical role in delivering Customer
Excellence re-platform programme, focusing on:
Migration of customer data from Salesforce to Microsoft Dynamics 365 (D365)
Design and governance of a Charging & Billing solution built on Power Platform
This role ensures that data is accurate, consistent, compliant, and fit-for-purpose throughout the transformation, enabling a trusted single customer view and supporting regulatory and operational outcomes.
The role will sit at the intersection of business, data, and technology, embedding governance into both migration and new platform design.
Your responsibilities:
1. Data Migration Governance (Salesforce → D365)
Define and enforce data governance standards for migration activities
Support data mapping, transformation rules, and data validation between Salesforce and D365
Ensure data quality, completeness, and integrity pre-, during-, and post-migration
Identify and manage data risks, issues, and remediation plans during migration cycles
Support testing phases (SIT/UAT) with a focus on data accuracy and reconciliation
2. Charging & Billing Data Governance (Power Platform)
Define governance for charging and billing data models within Power Platform
Establish data standards, definitions, and business rules for billing, tariffs, and customer charges
Ensure auditability, traceability, and compliance of billing data
Work closely with product and engineering teams to embed governance into solution design
3. Customer Data Quality & Single View
Define and monitor customer data quality metrics (accuracy, duplication, completeness)
Support the creation of a single customer view across D365 and downstream platforms
Drive data standardization and deduplication strategies
Ensure alignment of customer data across CRM, billing, and operational systems
4. Metadata, Lineage & Tooling
Maintain data catalogues, glossaries, and lineage for customer, charging, and billing data
Leverage tools such as Microsoft Purview and D365 data capabilities
Ensure visibility of data flows between Salesforce, D365, and Power Platform
5. Stakeholder Engagement & Governance Adoption
Partner with:
o Customer Excellence teams
o Transformation & IT delivery teams
o Product owners (D365 & Power Platform)
Support data owners and stewards in adopting governance practices
Act as a trusted advisor on data governance within the project
6. Regulatory, Risk & Compliance
Ensure compliance with:
o GDPR and data privacy requirements
o Ofgem regulatory reporting expectations (where applicable)
Support audit readiness for customer and billing data
Identify and mitigate data-related risks in charging and billing processes
Essential skills/knowledge/experience:
3–5 years in data governance, data quality, or data management roles
Strong experience with data migration projects (ideally CRM systems)
Knowledge of Salesforce and/or Dynamics 365 data structures
Experience defining data quality rules, validation, and reconciliation processes
Understanding of data governance frameworks (e.g., DAMA-DMBOK)
Familiarity with Power Platform (Dataverse) data models
Strong stakeholder management across business and technical teams
Desirable skills/knowledge/experience:
Experience in utilities, energy, or regulated environments
Exposure to charging, billing, or financial data domains
Hands-on experience with:
o Microsoft Purview
o Azure Data Platform
Knowledge of Master Data Management (MDM) and customer data domains
Experience working on large-scale transformation or re-platform programmes
