Description

Key Skills: Salesforce Service Cloud, DocuSign, Conga, Salesforce, Mulesoft

Roles and Responsibilities:

• Lead the design and configuration of core FSC features, including relationship groups/householding, lead and referral management, financial accounts and holdings, opportunity qualification, and life events/business milestones.
• Architect investor onboarding and KYC workflows aligned with compliance requirements, including interaction summaries and activity capture for relationship touchpoints.
• Own end-to-end Salesforce architecture across multiple clouds and business units, ensuring scalability, compliance, and extensibility.
• Define data models, integration touchpoints, and component design strategies in collaboration with technical architects and global development teams.
• Drive architectural governance and solution consistency across distributed teams, supporting rollout strategies for additional regions, funds, and legal entities.

Skills Required:

• 10 - 16 years of relevant experience, including 5+ years in an FSC solution architect role
• Salesforce Service Cloud (FSC solution leadership and platform design)
• Architectural ownership across Salesforce capabilities with strong understanding of sharing models, data security, and multi-currency configuration
• Scalability, compliance, and extensibility considerations aligned to Salesforce platform limits and enterprise standards
• Integration and workflow enablement for onboarding, compliance tracking, and document/identity processes

Good to Have:

• MuleSoft for integration patterns
• Salesforce ecosystem experience across additional Salesforce capabilities
• DocuSign for document workflows
• Conga for document generation and templating

Education: B.Tech, BCA, M. Tech, or MCA (Computer Application/Computer Engineering/Computer Science/Computer Technology)

Key Skills

Education

Any Graduate