Salesforce Solution Architect

We are hiring a Salesforce Salesforce Solution Architect with deep experience in Financial Services Cloud (FSC) and a strong understanding of private equity client and fund lifecycle processes to lead the design and delivery of Salesforce-based platforms supporting capital operations, investor onboarding, relationship management, and compliance enablement across the private equity ecosystem.

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(Immediate Joiners Preferred)

Key responsibilities

Salesforce FSC Solution Leadership

Lead the design and configuration of core FSC features, including:

Relationship Groups and Householding for LP structures

Lead and Referral Management for GP/LP acquisition and qualification

Financial Accounts and Holdings to track capital commitments and distributions

Opportunity Qualification across various private equity segments

Life Events and Business Milestones to trigger investor servicing workflows

Interaction Summaries and Activity Capture for visibility into relationship touchpoints

Onboarding and KYC workflows aligned with compliance requirements

Align platform capabilities to the full lifecycle of capital raising onboarding, deal servicing, and distribution management. Architectural Ownership

Own the end-to-end Salesforce architecture across multiple clouds and business units, ensuring scalability,compliance, and extensibility.

Collaborate with technical architects and global development teams to define data models, integration touchpoints, and component design strategies. Ensure alignment with Salesforce platform limits, enterprise standards, and future expansion plans (e.g.,Service Cloud, Data Cloud, Einstein). Private Equity Process Enablement. Translate business processes such as GP onboarding, primaries, secondaries, capital calls, and distribution tracking into CRM workflows.

Enable compliance tracking through FSC's built-in capabilities, in conjunction with external KYC/AML tools and document management systems.

Design role-based access for Investor Relations, Legal, Compliance, and Client Services teams. Global Delivery & Collaboration.

Operate effectively in a global delivery model, engaging with distributed stakeholders, developers, testers, and platform teams.

Drive architectural governance, solution consistency, and cross-team collaboration across time zones and workstreams. Support the onboarding of additional regions, funds, or legal entities through scalable org strategies and rollout frameworks. Future-Ready Architecture

Guide optional capabilities using Tableau CRM, Salesforce Data Cloud, and Einstein AI for LP segmentation, engagement scoring, and capital forecasting.

Support integration strategies with third-party tools such as fund admin systems, document generation, and identity verification platforms.

Required Qualifications

Salesforce Certified Application Architect and System Architect (mandatory)

Salesforce Financial Services Cloud Consultant (preferred)

15+ years of Salesforce experience with at least 5+ years in an FSC solution architect role

Demonstrated success in private equity or asset management environments, with exposure to GPCA,primaries, secondaries, and investor workflows.

Strong command of Salesforce sharing models, data security, multi-currency configuration, and compliance frameworks .

Preferred Skills: Experience with tools such as DocuSign, Conga, MuleSoft, Snowflake, Tableau CRM, and integration with fund administration tools

Exposure to third-party investor portals and AppExchange products specific to Private Equity

Strong interpersonal and stakeholder management skills, able to communicate with C-level sponsors and IT leadership.