SFDC Data Migration Consultant

Cynet SystemsJersey City, NJ

About The Position

This role involves leading enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs. The consultant will manage complex data migrations from various platforms and define strategies for these migrations. A key aspect of the role is to engage with diverse teams to drive critical data decisions.

Requirements

  • 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.
  • Salesforce Financial Services Cloud (FSC).
  • Data Migration.
  • CRM.
  • Wealth Management.
  • Insurance Administration.
  • Data Architecture.
  • Data Governance.
  • APIs.
  • Batch Feeds.
  • Enterprise Integration Platforms.
  • 7+ years of experience in enterprise-scale data programs.
  • 10+ years of overall professional experience.

Responsibilities

  • Lead enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs.
  • Manage complex 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 with business executives, operations teams, data owners, architects, and engineering teams to drive critical data decisions.
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