VP, Data & Tech Solutions for Client Success

StepStone Group; Charlotte (NC); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Mentorship programs

Job summary

StepStone Group in Charlotte, NC seeks a DATS Business Partner Lead to serve as a cross-functional project manager, translating operational needs into data, workflow, and technology solutions for multiple business groups. The role focuses on driving end-to-end projects, implementing AI-enabled improvements, and delivering advanced reporting across Power BI, Snowflake, and Salesforce.

The ideal candidate has 10+ years in financial services, strong analytics, and proven stakeholder management,

Qualifications

• 10+ years of experience in financial services, preferably within private markets
• Knowledge of fund structures, operations, accounting, and reporting for alternatives/private market strategies
• Experience implementing cross-functional initiatives spanning people, process, data, and technology-enabled dimensions
• Exceptional analytical and critical thinking skills; ability to structure ambiguous problems, cut through to root causes, and develop actionable solutions
• Ability to lead teams in defining needs and priorities, while adapting approach and communication style across stakeholders and functions
• Strong attention to detail and proven ability to work with heavy data output, sanity checking results before submitting to stakeholder review
• Advanced Microsoft Excel and Microsoft Power Platform skills (Power BI experience a plus)

Responsibilities

• Define project priorities, scope, approach, resource requirements and related timelines across Finance, FP&A, Accounting & Treasury, Tax, Legal/Compliance, Business Development, Client Onboarding, Reporting and Product Operations teams
• Own the full lifecycle of a cross-functional project, from requirements definition through implementation, change management, adoption, and value measurement
• Drives current-state assessments of business groups’ key workflows, data dependencies, and technology inefficiencies; teases out root cause factors, develops gap analyses, future-state recommendations, and design of strategic projects for consideration by DATS leadership
• Identifies opportunities to revamp existing workflows or create new workflows by leveraging emerging AI capabilities; partners with business group stakeholders and DATS to evaluate, design, and implement AI-driven solutions
• Coordinates closely with DATS technical teams (engineering, data, and reporting analytics) to translate stakeholder requirements into compatible project specifications and resource-effective execution
• Designs and oversees the delivery of advanced reporting, dashboards, and shared intelligence infrastructure serving stakeholders’ decision-making needs (Power BI, Snowflake, Salesforce, proprietary systems, AI, etc.)
• Builds and maintains deep, trusted relationships with business group stakeholders; represents stakeholders’ interests within DATS planning and Business Partner peer network forums
• Identifies, documents, and escalates cross-system data quality and governance issues that affect the stakeholder reporting integrity or operational reliability
• Mentors junior team members and contributes to Business Partner peer network knowledge management, intake frameworks, and cross-stakeholder insight sharing

Skills

Advanced Excel

Power BI

Power Platform

Data analysis

Stakeholder management

Cross-functional leadership

Tools

Snowflake

Salesforce

Job description

StepStone Group in Charlotte, NC seeks a DATS Business Partner Lead to serve as a cross-functional project manager, translating operational needs into data, workflow, and technology solutions for multiple business groups. The role focuses on driving end-to-end projects, implementing AI-enabled improvements, and delivering advanced reporting across Power BI, Snowflake, and Salesforce.

The ideal candidate has 10+ years in financial services, strong analytics, and proven stakeholder management,