Job Responsibilities:

✦   Lead the architecture, design, and configuration of Salesforce FSC capabilities.

✦   Align Salesforce platform capabilities with the complete lifecycle of capital raising, investor onboarding, deal servicing, distribution management, and fund servicing operations.

✦   Own end-to-end Salesforce solution architecture across multiple clouds and business units.

✦   Define scalable, compliant, and extensible enterprise architecture strategies.

✦   Collaborate with global technical teams on data modeling, integration architecture, component design, and enterprise integration patterns.

✦   Ensure alignment with Salesforce platform limits, governance standards, and future scalability initiatives including Service Cloud, Data Cloud, and Einstein AI.

✦   Translate private equity business processes into scalable CRM workflows.

✦   Design secure role-based access models for Investor Relations, Legal, Compliance, and Client Services teams.

✦   Integrate Salesforce with fund administration platforms, identity verification systems, KYC/AML solutions, and document management platforms.

✦   Work effectively within a global delivery model across distributed teams and stakeholders.

✦   Drive architectural governance and cross-functional collaboration across multiple regions and business units.

✦   Support onboarding of new regions, legal entities, and funds using scalable rollout strategies.

✦   Guide adoption of advanced Salesforce capabilities such as Tableau CRM, Salesforce Data Cloud, Einstein AI, AI-driven insights and engagement scoring, LP segmentation, and capital forecasting.

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Job Requirements:

✦   Salesforce Certified Application Architect (Mandatory).

✦   Salesforce Certified System Architect (Mandatory).

✦   Salesforce Financial Services Cloud Consultant Certification (Preferred).

✦   12–16 years of Salesforce experience.

✦   Minimum 5+ years in Salesforce FSC Solution Architecture roles.

✦   Proven experience in Private Equity, Asset Management, Investor lifecycle management, and Fund operations.

✦   Strong understanding of GPCA, Primaries & Secondaries, Capital operations, and Investor workflows.

✦   Excellent stakeholder management and C-level communication skills.

✦   Strong expertise in Salesforce security model, sharing rules, role hierarchy, data governance, multi-currency configuration, and compliance frameworks.

✦   Experience with MuleSoft, DocuSign, Conga, Snowflake, Tableau CRM, investor portals, AppExchange products for Private Equity, enterprise integration architecture, workflow automation, and business process transformation.

✦   Additional exposure to Agile methodology, SDLC, regulatory compliance, reporting and analytics, and AI-driven engagement models.

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Job Application:

✦   Job Application Type: Link

​      Job Application Link: https://www.linkedin.com/jobs/search/?currentJobId=4430365884&f_TPR=r86400&keywords=salesforce&location=India&sortBy=R&start=75

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Additional Details:

✦   Notice Period: Immediate to 30 Days.