Salesforce Financial Services Cloud (FSC) Solution Architect Asset Management & B2B Sales

Summary:
We are seeking an experienced Solution Architect with expertise in Salesforce Financial Services Cloud (FSC) and a strong background in the Asset Management domain, specifically within sales and distribution. The ideal candidate will design and deliver tailored solutions for key asset management personas, including relationship managers, sales operations, marketing teams, and client servicing professionals.

This role requires proven expertise in solution architecture, a deep understanding of B2B sales strategies, and a focus on optimizing distribution channels within asset management organizations.

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Key Responsibilities:

1. Business Analysis & Target State Experience:

   • Advise clients on Target Operating Models and best practices for implementing Salesforce FSC within the asset management sector.
   • Analyze and map current business processes, identifying opportunities to optimize sales and distribution workflows using Salesforce FSC.

2. Solution Design & Architecture:

   • Architect end-to-end Salesforce FSC solutions to support CRM capabilities, sales pipeline management, client onboarding, and account servicing.
   • Design scalable solutions tailored to B2B sales processes, ensuring seamless integration of Salesforce within the client's existing systems (e.g., data platforms, financial tools, and third-party solutions).

3. Stakeholder Collaboration:

   • Collaborate closely with cross-functional teams (IT, sales, operations, and marketing) to align technical design with business goals.
   • Partner with key stakeholders to ensure project deliverables meet functional requirements, industry standards, and user expectations.

4. Technical Leadership:

   • Provide expert-level guidance on Salesforce FSC configuration and best practices for B2B processes.
   • Oversee integrations, ensuring data flows seamlessly between Salesforce and critical financial systems (e.g., portfolio management, investment reporting tools).

5. Project Delivery & Governance:

   • Drive solution implementation across all project phases: planning, design, development, testing, deployment, and support.
   • Ensure solutions comply with regulatory requirements and align with financial services and asset management industry standards.

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