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Data Stewardship & Ownership:
How Does RMOS™ Define Data Governance Roles?

The Revenue Marketing Operating System (RMOS™) assigns clear accountability, responsibility, and authority across domains, systems, and processes. It names Data Owners, Data Stewards, and Custodians, declares a System Of Record for each object, and enforces quality, access, consent, and retention standards through RevOps governance.

Connect Every Touch Target Key Accounts

RMOS™ defines governance with a role model + RACI per data domain (Leads, Accounts, Opportunities, Contracts): the Data Owner (accountable executive) sets risk and policy; the Data Steward (operational lead) applies standards and monitors quality; the Data Custodian (system admin/engineering) implements controls and integrations. A single System Of Record (SOR) is declared for each object with survivorship rules, and data quality SLAs, access rights, consent and retention requirements are enforced via RevOps, Security, and Legal councils.

Principles RMOS™ Uses To Define Roles

Business-Backed Ownership — Owners sit where risk and value are realized (pipeline, forecasting, revenue recognition).
One SOR Per Object — Authoritative platforms (e.g., CRM for Accounts) with field-level survivorship and change control.
Stewardship As Operations — Day-to-day standards, dedupe, lineage, metadata, and remediation queues owned by stewards.
Custodians Enforce Controls — Admins/engineers manage access, audits, backups, integrations, and incident response.
Policy Through RevOps — Cross-functional council (RevOps, Security, Legal, Finance) sets policy and resolves conflicts.
Quality & Consent SLAs — Measurable targets for completeness, validity, duplicates, timeliness, consent, and retention.

The RMOS™ Governance Role Playbook

A practical sequence to assign owners, operationalize stewards, and secure systems.

Step-By-Step

  • Map Domains & Risks — List core objects (Leads, Accounts, Contacts, Contracts) and key decisions they support.
  • Assign Data Owners — Name accountable executives per domain; define KPIs and acceptable risk thresholds.
  • Appoint Data Stewards — Delegate daily standards, data contracts, lineage, issue triage, and remediation SLAs.
  • Designate Custodians — Identify admins/engineers for each system; enforce access, backup, monitoring, and DR.
  • Declare SOR & Survivorship — Choose the authoritative system and field-level precedence for merges/sync.
  • Publish RACI & SLAs — Document create/edit/merge/delete rights, review cadence, and quality/consent targets.
  • Run Governance Cadence — Monthly ops reviews, quarterly council, and change control for schema/policy updates.

RMOS™ Roles: Who Does What

Role Primary Accountability Key Responsibilities Decisions Limits Cadence
Data Owner Business outcomes & risk Define policy, approve SOR, fund remediation, accept residual risk Retention rules, access exceptions, SLA targets Does not operate day-to-day fixes Quarterly council
Data Steward Operational quality & lineage Standards, dedupe, data contracts, metadata, issue SLAs Field validations, survivorship, remediation priorities Cannot change policy without owner approval Weekly ops
Data Custodian System security & integrity Access control, backups, monitoring, integration enforcement Role provisioning, technical guardrails Does not set business policy Continuous
RevOps Council Cross-functional alignment Resolve conflicts, approve changes, align with Finance/Legal/Security Schema changes, platform roadmaps Relies on domain inputs Quarterly
Privacy Officer Consent & compliance DPIAs, vendor DPAs, retention, incident support Legal bases, data subject requests Requires owner buy-in for business impact As needed + audits
Security Officer Security posture Access reviews, breach response, encryption standards Risk treatments, control exceptions Coordinates with custodians for execution Quarterly + incidents

Client Snapshot: RMOS™ In Action

A multinational SaaS company adopted RMOS™ roles across CRM, MAP, and Data Warehouse. Within two quarters, duplicate rate dropped 39%, SLA breaches fell by 52%, and time-to-approve access requests shortened from 7 days to 36 hours due to clear owner/steward/custodian handoffs and SOR enforcement.

Tie role clarity to transformation milestones and your customer journey so high-quality data fuels activation, analytics, and revenue decisions.

FAQ: RMOS™ Role Model

Concise answers designed for executives and governance teams.

What is RMOS™?
RMOS™ stands for Revenue Marketing Operating System—a practical framework that aligns people, process, data, and platforms to drive measurable revenue outcomes.
How does RMOS™ prevent role confusion?
By publishing a domain-level RACI, naming SOR, and attaching data quality and consent SLAs to specific owners and stewards.
Who approves schema changes?
Stewards draft changes; RevOps Council approves after Privacy/Security review; Owners accept business risk and budget.
Where do access rights live?
Custodians administer least-privilege and run quarterly access reviews with Security; exceptions require Owner approval.
How are conflicts resolved?
Escalate to the RevOps Council with lineage evidence, SLA impact, and risk options; decisions are recorded in change control.

Operationalize RMOS™ Roles

We assign owners, empower stewards, and enable custodians—so your data stays accurate, compliant, and revenue-ready.

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