Data & BI Lead (Private Equity backed)

The Opportunity

This is a pivotal role for a data leader who can design and deliver a modern, scalable data environment to give the C-suite clear visibility across ARR, financial performance, and commercial operations. The company is consolidating ERP and CRM systems, implementing Microsoft Fabric, and building a central data lake to bring everything under one roof.

You’ll be responsible for defining the architecture, integrating key systems, and delivering executive-level reporting that supports data-driven decision-making and post acquisition integration.

You’ll join a B2B SaaS companyu, newly acquired by a top tier Private Equity firm, that will be going through rapid M&A fuelled growth over the next few years, so the data infrastructure you’ll be responsible for will need to scalable & reliable.

Key Responsibilities

• Data Architecture & Integration

  • Own the end-to-end data architecture using Microsoft Fabric / Azure.

  • Build a single source of truth combining data from ERP (GL systems), CRM, and other core business applications.

  • Design scalable pipelines and models that can easily incorporate newly acquired businesses.

• Analytics & Reporting

  • Develop executive dashboards and self-service BI capabilities (Power BI preferred).

  • Deliver C-suite reporting on ARR, bookings, churn, revenue recognition, and operational KPIs.

  • Maintain data accuracy, governance, and standard definitions across teams.

• Governance & Best Practice

  • Define and enforce data modelling, naming, and version control standards.

  • Ensure data quality, lineage, and security throughout the ecosystem.

  • Establish repeatable processes for ingestion, validation, and reporting.

• Cross-Functional Leadership

  • Partner closely with Finance, RevOps, and IT to align systems and reporting needs.

  • Translate business questions into data models and analytical outputs.

  • Build and mentor a small team of engineers/analysts as the data function scales.

Experience Required

• Proven experience owning or leading Data & BI environments in a high-growth or PE-backed business.

• Deep hands-on expertise with Microsoft Fabric, Power BI, Azure Data Factory, SQL, Synapse, or related tools.

• Strong understanding of ERP (GL/finance data) and CRM (sales and revenue data) integration.

• Financial literacy — understands ARR, MRR, deferred revenue, margin, and related commercial metrics.

• Track record of designing scalable, best-practice data environments that can handle acquisitions and system consolidation.

• Excellent stakeholder management skills — able to communicate technical detail to non-technical executives.

Ideal Profile

• Hybrid of architect + strategist + doer — someone who can design, build, and operate the data environment.

• Pragmatic and commercial: knows what “good enough” looks like in a PE timeline.

• Comfortable operating in fast-changing, post-acquisition environment.

Why Join

• Build a modern data capability from the ground up.

• Your work will have a direct impact on the CFO & Board, and will drive strategic decisions.

• Be part of a PE-backed value creation journey with real scale and impact; working alongside one of the most high profile PE firms in Tech