Job Description
Data and Technology Services group is seeking a 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.
Key Responsibilities
Salesforce FSC Solution Leadership
• Lead the design and configuration of core FSC features, including:
o Relationship Groups and Householding for LP structures
o Lead and Referral Management for GP/LP acquisition and qualification
o Financial Accounts and Holdings to track capital commitments and distributions
o Opportunity Qualification across various private equity segments
o Life Events and Business Milestones to trigger investor servicing workflows
o Interaction Summaries and Activity Capture for visibility into relationship touchpoints
o 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.
Desired Experience & Qualification
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