About The Position

The Salesforce FSC / Data Migration Lead will lead enterprise-scale CRM, Financial Services Cloud, Wealth Management, Insurance, or Customer 360 data programs. The role focuses on Salesforce Financial Services Cloud data architecture and data modeling, and on leading complex migrations from platforms such as custom applications, CRM, Wealth Management, Insurance Administration, Client Management, and Advisor platforms. The lead will define migration strategies spanning multiple source systems, APIs, batch feeds, and enterprise integration platforms; establish migration volumetrics, reconciliation frameworks, data governance models, and enterprise data operating models; and drive critical data decisions with business executives, operations teams, data owners, architects, and engineering teams.

Requirements

  • 12+ 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.

Responsibilities

  • Lead enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs.
  • Lead complex data migrations from platforms such as custom applications, CRM, Wealth Management, Insurance Administration, Client Management, and Advisor platforms.
  • Define migration strategies involving multiple source systems, APIs, batch feeds, and enterprise integration platforms.
  • Establish migration volumetrics, reconciliation frameworks, data governance models, and enterprise data operating models.
  • Engage business executives, operations teams, data owners, architects, and engineering teams to drive critical data decisions.
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