Delivery Specialist

Role Overview

You’ll help global clients keep their most critical corporate governance data accurate, secure, and easy to use. As a Professional Services Data Entry Specialist, you turn complex client records into clean, reliable datasets and documents that board members, legal, risk, and compliance teams rely on to make decisions.

In this role, you’ll work hands-on with governance data, migrate it between platforms, build smart questionnaires for directors and officers, and use Excel, databases, and AI tools to streamline how information is captured and maintained. You’ll collaborate closely with clients and internal teams, spot data issues early, and suggest better ways of working so implementations run smoothly and clients are set up for long-term success.

Here’s a breakdown of what you’ll do (not all of it, just the important stuff)

• Migrate and transform client corporate governance data and documents into Diligent platforms, ensuring accuracy, consistency, and completeness.
• Build and configure Director & Officer questionnaires so clients can collect the right information from the right stakeholders.
• Run regular data quality checks, validate data against source records, and quickly correct errors to maintain high data integrity.
• Use advanced Excel functions, databases, and AI tools to manage, format, and optimize large data sets and bulk document uploads/downloads.
• Partner directly with client stakeholders and internal teams to clarify requirements, resolve data or technical issues, and provide clear progress updates.
• Identify and help implement improvements to data workflows, templates, and automation to make delivery faster, more consistent, and more scalable.

These are the essentials you’ll need to get an interview

• Hands-on experience in a data-focused role (for example, data specialist, data analyst, data migration, or similar) in a professional environment.
• Strong skills in Microsoft Excel, including advanced functions for manipulating and analyzing data.
• Practical exposure to databases and a solid understanding of how data is structured, stored, and retrieved.
• Experience using AI or AI-powered tools to support data processing, analysis, or automation.
• Proven ability to communicate clearly in written and spoken English with clients or stakeholders at different levels.
• Demonstrated attention to detail, with experience performing data validation or quality checks and resolving discrepancies.
• Comfortable working in a fast-paced, multi-disciplinary team environment, being proactive, organized, and able to manage multiple tasks and deadlines.

It would be great if you had these too, but we’ll support you if you don’t

• Experience with corporate governance, company secretarial data, or partnering with legal, risk, or compliance teams.
• Familiarity with governance or board management software (for example, Diligent Boards, Diligent Entities, or similar tools).
• A track record of designing or improving data processes, templates, or automations to make client delivery more efficient.