Senior Lead Business Execution Consultant – Sales & Servicing Data Domain Expert

Wells Fargo Bank•San Francisco, CA

About The Position

Wells Fargo is seeking a Senior Lead Business Execution Consultant to serve as the Data Domain Expert for Sales & Servicing within AI & Data, Global Payments & Liquidity (GPL). The role brings together artificial intelligence, data, client experience, servicing operations, and payments innovation. As the authoritative source for Sales & Servicing data, the consultant ensures critical business data is trusted, accessible, governed, and ready for AI use. The role requires deep knowledge of sales, client, and servicing data domains and a focus on turning complex data into a strategic asset for AI-driven solutions. The consultant partners with AI Domain Leads, engineering, product teams, and governance partners to enable use cases including sales effectiveness, client insights, servicing automation, intelligent routing, and self-service experiences. This is a hands-on, highly visible role supporting how AI and intelligent agents use data across the organization.

Requirements

7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice To Haves

Strong expertise with CRM, client, sales, servicing, case management, or entitlements data in a banking or financial services environment.
Experience with data quality, metadata, lineage, and data governance practices.
Strong SQL skills and experience with modern data platforms such as Snowflake, Databricks, Hive, GCP, or similar technologies.
Experience supporting AI, advanced analytics, or data-driven business solutions.
Knowledge of treasury sales and servicing operations, client lifecycle management, servicing workflows, or case management processes.
Ability to prepare and manage data for AI-enabled use cases through effective metadata, documentation, and governance practices.
Ability to translate complex data concepts into business insights and recommendations.
Proven partnership skills with business, technology, data, AI, and governance stakeholders.
Ability to work in a fast-paced environment while balancing innovation with risk and control requirements.
Intellectual curiosity and interest in emerging trends across AI, payments, client experience, servicing automation, and digital currencies.

Responsibilities

Serve as the subject matter expert for Sales & Servicing data, including CRM, client, servicing interactions, case management, and entitlements data, covering sources of record, business definitions, lineage, and downstream consumption.
Advise leadership, drive strategic initiatives, and influence data-related decisions across the organization.
Ensure data is complete, discoverable, governed, and ready for analytics, automation, and agentic use cases.
Define, monitor, and improve data quality standards, and lead resolution of complex data issues.
Partner with AI Domain Leads and engineering teams to support sales effectiveness, client insights, servicing automation, intelligent request routing, and self-service servicing experiences.
Support integration of Sales & Servicing data with CRM platforms, servicing applications, and the Managed Data & AI Services platform.
Collaborate with Data Governance teams to strengthen metadata management, cataloging, lineage, controls, and compliance with enterprise policies.
Translate complex technical data concepts into business-relevant insights and actionable recommendations.
Lead cross-functional discussions, working groups, and steering committees to facilitate decisions and drive execution.
Collaborate with leaders, product teams, technology partners, and enterprise data organizations to deliver scalable solutions.