This is a senior, cross-functional architecture role responsible for Regal’s end-to-end data integrity, auditability, and scalability. You’ll design, govern, and optimize how data moves between Zoho One, QuickBooks, AWS, HubSpot, Drata , and our agentic AI infrastructure — ensuring every dataset is structured, traceable, and compliant. You will also establish the systems that feed executive reporting, AI performance dashboards, and compliance audits — serving as Regal’s central “data truth” steward.
Core Responsibilities
- Design and maintain Regal’s hybrid data lake (AWS S3 + Zoho WorkDrive + SharePoint) as the central intelligence layer for analytics, compliance, and agentic AI.
- Define and enforce naming conventions, field hierarchies, and access‑control logic across Zoho One, AWS, and HubSpot.
- Model entity relationships linking CRM (HubSpot), Zoho modules (Books, People, Analytics), QuickBooks, and Drata.
- Establish metadata tagging and lineage documentation for GPT logs, compliance data, and audit evidence.
- Conduct monthly data‑quality and reconciliation audits across all connected systems.
Financial & Operational Integrations
Architect and govern QuickBooks → Zoho Analytics data pipelines (or future Zoho Books migration).Map chart‑of‑accounts, expense categories, and client revenue fields for unified P&L and cost‑per‑unit dashboards.Ensure data integrity across finance, operations, and AI‑generated reporting.Archive and version financial data in AWS for audit traceability.Collaborate with Evan and Christina to align financial, AI, and compliance metrics.Lead the Zoho One ecosystem (CRM, Books, People, Analytics, WorkDrive) as Regal’s core operational platform.Integrate Zoho with QuickBooks, AWS, Drata, HubSpot, ClickUp, and HR systems via APIs or n8n / Zoho Flow automations.Standardize KPI logic and data models across business units.Implement data retention and deletion policies compliant with SOC 2 and GDPR.Govern permissioning and ownership policies across all Zoho modules.Own integration and data consistency between HubSpot CRM , Zoho Analytics, and QuickBooks.Define data models for lead → deal → revenue attribution, ensuring sales KPIs and compensation dashboards remain accurate.Collaborate with sales leadership to build unified, auditable reporting across all deal sources.Manage migration and data mapping as Regal phases out Array and transitions to direct credit bureau integrations for monitoring services.Agentic AI & Data‑Lake Enablement
Architect datasets supporting agentic GPT workflows , including retrieval‑augmented data and decision logs.Build and maintain vectorized embeddings and indexes (e.g., Pinecone, FAISS, Kendra) for AI contextual grounding.Ensure every AI decision and prompt‑output is logged, auditable, and reversible under SOC 2 standards.Collaborate with AI Architect and Christina to embed audit rules into GPT pipelines.Compliance, Security & Identity
Work with (Compliance Lead) and CyberSweep to align SOC 2 / GDPR documentation across all platforms.Classify and tag data assets for confidentiality, sensitivity, and retention categories.Support CyberSweep’s security data integration into Regal’s data lake.Ensure compliance‑triggered audit logs and deletion workflows are automated across systems.Reporting & Data Enablement
Own Regal’s master data dictionary and unified metric definitions.CCreate executive dashboards for AI performance, compliance posture, and financial metrics .Maintain consistent KPI logic across Zoho Analytics, HubSpot, QuickBooks, and Drata.Deliver monthly data quality scorecards and investor‑ready reporting packs.Build SOPs for self‑serve analytics and structured documentation for all reports.Automation Governance
Govern all data‑related automation within n8n , Zoho Flow , and ClickUp .Document workflow dependencies and maintain change logs for each integration.Prevent duplication and ensure versioned, traceable syncs between tools.Coordinate API credentials, access permissions, and webhook policies.HR, People, and Test Data Analytics
Integrate Zoho People , TestGorilla , and payroll data into Zoho Analytics for performance and salary dashboards.Maintain HR data compliance and retention schedules.Support the PeopleOps team with analytics for training, promotion readiness, and performance audits.Investor & Data Room Reporting
Prepare investor‑ready data extracts and dashboards aligned with Regal’s valuation and KPI model.Maintain dataset versioning for historical and audited reporting cycles.Ensure alignment between investor reporting, Zoho Analytics, and the official Data Room metrics.Minimum Qualifications
6+ years in data architecture, governance, or enterprise data systemsAdvanced experience with Zoho One (CRM, Books, People, Analytics, WorkDrive)Hands‑on experience building and governing AWS data lakesFamiliarity with HubSpot CRM integrations and sales data pipelinesStrong working knowledge of QuickBooks or other accounting integrationsProven experience with SOC 2 / GDPR data traceability and deletion complianceProficiency in SQL , REST APIs, and automation platforms (n8n, Zoho Flow)Exceptional written and async communication skillsBonus Skills
Experience with metadata cataloging (Atlan, Collibra, Saketree)Familiarity with Drata , Torii , or CyberSweep integrationKnowledge of GA4, Stripe, or bureau API data flowsHistory of mentoring analysts or managing cross‑functional data teamsSeniority level
Mid‑Senior levelEmployment type
Full‑timeJob function
Engineering and Information Technology#J-18808-Ljbffr