SFDC DATA Strategy Lead

• 7+ years leading enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs. • Expertise in Salesforce Financial Services Cloud (FSC) data architecture and data model. • Experience leading complex migrations from platforms such as Custom Applications, CRM, Wealth Management, Insurance Administration, Client Management, and Advisor platforms. • Strong understanding of Customer, Household, Relationship, Financial Account, Holdings, Insurance Policy, Activity, and Interaction data domains. • Experience defining migration strategies involving multiple source systems, APIs, batch feeds, and enterprise integration platforms. • Proven experience establishing migration volumetrics, reconciliation frameworks, data governance models, and enterprise data operating models. • Ability to engage effectively with business executives, operations teams, data owners, architects, and engineering teams to drive critical data decisions

Job Summary

Contribute to the organization's success by efficiently managing and enhancing Salesforce platform functionalities. Responsible for Salesforce administration, development using Salesforce Apex, customization using Lightning components, and ensuring smooth operations of all Salesforce related systems.

Key Responsibilities

1. Perform salesforce administration tasks including user management, security settings, data management, and system configuration.

2. Develop and implement custom solutions in salesforce using apex programming language.

3. Design, develop, and deploy lightning components to enhance user experience and improve system functionality.

4. Collaborate with cross functional teams to gather requirements, troubleshoot issues, and deliver high-quality solutions.

5. Provide technical expertise and support for salesforce integrations with other systems and platforms.

6. Stay updated with salesforce best practices, new features, and industry trends to optimize salesforce implementation.

Skill Requirements

1. Proficient in salesforce administration tasks such as managing users, profiles, roles, permissions, and data.

2. Solid experience in salesforce apex development for creating triggers, classes, and batch processes.

3. Strong knowledge of salesforce lightning framework for building responsive and interactive user interfaces.

4. Familiarity with salesforce configuration, customization, and automation tools.

5. Excellent problem-solving skills and ability to work effectively in a team environment.

6. Good communication skills to collaborate with stakeholders, business users, and technical teams effectively.

Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Platform Developer I, and Salesforce Certified Platform App Builder are preferred.

Other Requirements

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Skill category

Assessment criteria

1

Salesforce FSC architecture

Knowledge of Salesforce Financial Services Cloud data architecture, standard data model, relationships, ownership, client hierarchies, security, and visibility

2

Enterprise data strategy

Ability to define and own the data strategy, roadmap, target state, implementation approach, and Customer 360 vision

3

Financial-services data domains

Depth across Customer, Prospect, Household, Relationship, Financial Account, Holdings, Insurance Policy, Activities, Notes, and Interaction data

4

Complex data migration leadership

Experience defining migration sequencing, conversion waves, loading, rollback, reconciliation, cutover, and historical-data scope

5

Data quality, validation, and reconciliation

Experience with completeness checks, balancing controls, success criteria, exceptions, post-load verification, and remediation

6

Data governance and stewardship

Ability to establish ownership, stewardship, duplicate-management, master-data, reference-data, and ongoing operating models. Ability to lead mock conversions, validation cycles, user validation, defect remediation, and production-readiness assessments

7

Risk, compliance, security, and readiness

Ability to identify data risks, dependencies, security visibility, regulatory considerations, reporting impacts, and operational readiness issues

8

Executive and cross-functional leadership

Ability to work with executives, business, operations, architecture, integration, security, engineering, data owners, and OCM teams

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Last Updated: May 6th, 2026

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