We are 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
o 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
Support integration strategies with third-party tools such as fund admin systems, document generation, and identity verification platforms.
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.
Key competencies
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 interpersonal and stakeholder management skills, able to communicate with C-level sponsors and IT leadership
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