Description

Lead the design and configuration of core Financial Services Cloud (FSC) features, owning end-to-end Salesforce architecture across multiple clouds and business units.

This role is on-site.

Responsibilities

• Architect investor onboarding and KYC workflows aligned with compliance requirements, including interaction summaries and activity capture.
• Design core FSC features such as relationship groups, householding, lead/referral management, financial accounts, and life events.
• Define data models, integration touchpoints, and component design strategies in collaboration with technical architects.
• Drive architectural governance and solution consistency across distributed teams, supporting rollout strategies for additional regions.
• Ensure scalability, compliance, and extensibility aligned to Salesforce platform limits and enterprise standards.

Required Skills

• 10+ years of relevant experience, including 5+ years in an FSC solution architect role.
• Deep expertise in Salesforce Service Cloud, including platform design, sharing models, data security, and multi-currency configuration.
• Strong understanding of architectural ownership across Salesforce capabilities, focusing on scalability and compliance.
• Experience integrating MuleSoft for integration patterns and workflow enablement.
• Ability to define solution consistency and support rollout strategies for multiple legal entities.

Preferred Skills

• Hands-on experience with DocuSign for document workflows.
• Proficiency with Conga for document generation and templating.

Key Skills

Education

Any Graduate