About Appriss Retail

Appriss Retail is the total retail loss solution for omnichannel, unifying high-quality data across stores, online, and customer ser-vice to reduce returns, cut shrink, and manage incidents. Our products—Engage to reduce returns, Secure to cut shrink, and Incident to centralize visibility—help retailers move from reactive loss control to strategic profit protection. Together, they empower organizations to make better operations decisions, strengthen accountability, and put hundreds of millions back to the bottom line. Covering 40% of all U.S. transactions and active in 45 countries, Appriss Retail is trusted by 60+ of the top 100 U.S. retailers to deliver lasting performance improvement. Learn more at apprissretail.com.

Overview

We are looking for an experienced contractor to lead a Finance data governance initiative spanning Salesforce and NetSuite. This is a CFO-sponsored engagement focused on establishing clean, consistent master data — customers, products, and revenue hierarchies — as the foundation for CPQ implementation and downstream systems work.

You will own the project end-to-end: auditing current state, facilitating alignment across Finance, RevOps, and Product leadership on future-state design, executing cleanup, and handing off a governed, documented data foundation.

Essential Duties

• Own and drive end-to-end project execution across all four phases — maintaining a phased project plan, milestone tracking, and steering committee cadence throughout the engagement.
• Conduct a comprehensive audit of product, customer, and revenue data across Salesforce and NetSuite, documenting discrepancies, orphaned records, ghost products, and misaligned hierarchies as structured deliverables.
• Reconcile NetSuite recognized revenue against Salesforce ARR/bookings data, quantifying and categorizing unassigned or misclassified revenue and tracing each gap to its root cause.
• Facilitate cross-functional working sessions with Finance, RevOps, Product, and Sales leadership to align on canonical product hierarchy, customer parent/child structure, and data governance decisions.
• Execute deduplication, record merges, SKU standardization, and revenue re-attribution in Salesforce and NetSuite following agreed future-state design specifications.
• Design and document the future-state data architecture — naming conventions, external ID strategy, bidirectional linking fields, data dictionary, and system-ready specifications for both platforms.
• Build and operationalize the ongoing governance model, including a decision rights matrix, stewardship assignments, data quality dashboard, and change control process.
• Facilitate knowledge transfer to Finance, RevOps, and IT stakeholders and prepare downstream readiness documentation for Adaptive Insights, CPQ, and billing automation initiatives.

Required Qualifications

Education & Experience

• 5+ years in Finance operations, RevOps, or data governance at a B2B SaaS company.
• Demonstrated experience managing cross-system data reconciliation and master data management projects.

Knowledge, Skills, & Abilities

• Hands-on expertise with NetSuite — customer records, revenue/ARM module, product catalog, GL structure.
• Hands-on expertise with Salesforce — account hierarchy, products, opportunity data, data cleanup.
• Strong project management skills with the ability to drive alignment across Finance, RevOps, Product, and Technology stakeholders.

Preferred Qualifications

• Familiarity with CPQ platforms and their data prerequisites.
• Exposure to FP&A;/planning tools such as Adaptive Insights or Anaplan.
• Background in PE-backed or high-growth SaaS environments.
• Active user of AI tools (Claude, ChatGPT, or similar) for analysis, documentation, and workflow acceleration.

Benefits - Not eligible

Reports to: CFO

Supervisory Duties: No

Travel Required: None

Duration: This is an initial 6–9-month contract with potential to extend, expand in scope, or convert to a full-time role based on business needs.