SummaryThis role manages a small team and is responsible for both the Data Platform (including the data warehouse, integration pipelines, and a future cloud data platform) and the BI Platform built on Power BI. The manager will run and stabilize the existing SQL Server-based environment while playing a lead role in standing up a new cloud data platform on Databricks and Azure, maturing Power BI as the enterprise BI standard, and expanding both platforms to support additional business areas.
The ideal candidate is a player-coach with depth across data engineering and BI platforms, equally effective leading a team, partnering with business stakeholders, and managing day-to-day delivery. They should be a quick business learner who can navigate the nuances of mortgage origination and servicing and communicate clearly with both technical and non-technical audiences.
Duties & Responsibilities- Lead and develop a small team responsible for the Data and BI Platforms; foster a culture of technical excellence, accountability, and continuous learning.
- Own day-to-day operations of the SQL Server data warehouse, ETL/ELT pipelines, and outbound data feeds to member credit unions; ensure reliability, accuracy, and timely delivery.
- Own and mature the BI platform end-to-end, including Power BI environment administration, semantic model and dataset standards, workspace and capacity governance, report performance, and operational/paginated reporting. Expand its footprint and self-service adoption across TruHome business areas.
- Help shape and execute on the data and analytics strategy for TruHome, including the design and stand-up of a new cloud data platform on Databricks and Azure.
- Drive maturity of the enterprise data warehouse by improving data integration, modeling, quality, and documentation, so it can serve as a trusted source for outbound feeds, reporting, and future analytical use cases.
- Embrace and apply AI capabilities, including AI-assisted development, natural-language analytics (e.g., Databricks Genie), and AI features within the BI platform, to accelerate team productivity and improve data accessibility for business users.
- Manage the intake, prioritization, and delivery of platform work using Agile/Scrum practices.
- Serve as a trusted partner to TruHome business leaders and credit union clients. Translate business needs into platform capabilities, communicate progress and tradeoffs clearly, and build credibility through reliable delivery.
- Support onboarding of new credit union clients by leading the build-out of outbound data pipelines required to integrate with their core and other downstream systems.
- Support data governance, security, privacy, and regulatory compliance requirements relevant to mortgage servicing and credit union data, partnering with risk, compliance, and information security teams.
- Manage select vendor relationships and assist with budget planning for tools, licenses, and contractors across the data and BI platforms.
RequirementsEducation and Experience Requirements- Bachelor's degree in Computer Science, Information Systems, Engineering, Mathematics, or a related quantitative or technical field required; Master's degree preferred.
- 8 to 12 years of progressive experience in data engineering, business intelligence, analytics, or data/BI platform roles, with meaningful exposure across both data platform and BI platform domains.
- 3 to 5 years of experience leading or managing small technical teams, including hiring, performance management, and team development.
- Demonstrated experience building out or standing up cloud data platforms, ideally on Azure with Databricks. Equivalent experience on other major cloud data platforms (e.g., Snowflake, AWS, GCP) will be considered if paired with strong Spark fundamentals.
- Exposure to maturing a BI platform (establishing standards, scaling adoption, improving semantic models and report quality, and enabling self-service) is preferred.
- Experience in mortgage origination, mortgage servicing, banking, lending, or other financial services data environments highly preferred. Candidates without direct domain experience must clearly demonstrate a track record of quickly learning new business domains.
- Experience working in Agile/Scrum environments and managing team delivery through structured backlogs and sprints.
Required Knowledge, Skills and Abilities- Strong hands-on skills with SQL Server, including SSIS for ETL development and maintenance, stored procedure development, query optimization, and performance tuning.
- Strong hands-on skills with the modern data stack: Python, PySpark, Spark SQL, and cloud data platform services (Databricks, Azure Data Lake Storage, Azure Data Factory or equivalent orchestration).
- Solid data modeling skills across multiple paradigms (3rd Normal Form / ODS, dimensional/Kimball-style, and modern lakehouse / medallion patterns), with judgment on when each is appropriate.
- Good working knowledge of the Power BI platform, including semantic/tabular model design, DAX, workspace and capacity management, dataset governance, and report performance tuning. Able to set technical direction and standards for the BI platform.
- Familiarity with DevOps / DataOps practices including Git-based source control, CI/CD pipelines (Azure DevOps or GitHub Actions), code review, and environment management.
- Awareness of data governance, security, and privacy practices relevant to regulated financial services environments.
- Curiosity about and practical experience applying AI tools in data engineering and BI workflows (e.g., GitHub Copilot, Databricks Assistant/Genie, Power BI Copilot); willingness to experiment, evaluate, and bring forward what works.
- Excellent written and verbal communication skills, with the ability to translate between technical and business audiences and to communicate confidently with senior leaders and external clients.
- Effective people leader and strong stakeholder manager. Able to coach a small technical team, set expectations, push back constructively, and build long-term trust.
- Pragmatic and outcome-oriented; able to balance maintaining a running business with iteratively introducing modern platforms and practices, and to manage competing priorities across operational support, project delivery, and platform modernization.
