Salesforce Technical Architect

Salesforce Solution Architect

Remote (India)

Full Time

Responsibilities

Salesforce Implementation and Optimization

Lead the end-to-end implementation of Salesforce, ensuring seamless integration across all relevant business functions.

Optimize Salesforce configurations to leverage the full suite of Saleforce functionality

Develop and implement best practices for NetSuite usage to maximize ROI and operational efficiency

Business Process Automation

Identify, eliminate manual workflows by automating within Salesforce

Integrate AI-driven tools to enhance operational efficiency and accuracy

Develop or spearhead development of custom scripts and workflows to meet specific business requirements

Build trusted internal relationships at every level spanning the organization to identify efficiency opportunities leveraging Salesforce around the globe

Technology Implementation and Integration Excellence

Lead Salesforce-related projects from inception to completion, including system integrations, data hygiene efforts, platform migrations, reporting and analytics initiatives, ensuring timely delivery and adherence to budget

Embrace AI and the cloud, eliminate manual processes, replace discrete Excel analysis with automated dashboards, add analytics to business processes, become expert at integrating technologies

Maximize value from key systems by leveraging modules in Salesforce, NetSutie, Jira, Keka, Office 365 / SharePoint platforms, PowerBI, etc.

Communicate project status, risks and issues to stakeholders effectively

AI and Advanced Functionality Utilization

Stay abreast of Salesforce’s Enstein AI roadmap and integrate AI functionalities to enhance decision-making and predictive analytics

Implement AI-driven features such as intelligent forecasting (e.G. cash forecasting), anomaly detection and automated insights

Leverage machine learning models to optimize business processes and improve data accuracy

Become one of client’ key experts on driving AI efficiency programs

Reporting and Analytics Integration

Design and implement integrated reporting and analytics Salesforce tools to create visually engaging and intuitive dashboards and reports, emphasizing clear communication of complex data through charts, graphs and other visual elements, all within NetSuite

Eliminate manual Excel-based reporting by leveraging Salesforce’s native reporting and analytics capabilities to create real-time dashboards and reports

System Integration and Data Management

Oversee the integration of Salesforce with other business systems such as NetSuite, Jira, Office 365, PowerBI and Keka (HCM)

Ensure data integrity and consistency across all integrated systems

Develop and maintain data migration strategies and processes, as needed

Work with engineers to automate and elevate multiplatform reports using PowerBI

Develop and deliver compelling presentations and reports to the CEO, executive team, board members

Continuous Process Improvement and Analytics

Continuously evaluate, update and improve Salesforce configurations and processes. Implement feedback loops to gather user input and drive system enhancements

Stay updated on Salesforce updates, new features and industry best practices.Identify / implement process improvements to enhance efficiency / effectiveness

Utilize strong analytical skills to gather and analyze data, identify trends and drive data-driven decision-making. Translate complex data and insights into rigorous, clear, actionable recommendations

Qualifications

Bachelors or Masters degree in Information Technology, Business Administration, Accounting or a related field

Minimum of 10 years of experience in Salesforce implementation and optimization, ideally with Salesforce certifications (Administrator, Platform App Builder, Platform Developer, Sales Cloud Consultant, Service Cloud Consultant)

Proven track record of leading end-to-end Salesforce buildouts and integrations

Strong understanding of Salesforce modules and experience with AI and machine learning integration within Salesforce specifically

Business acumen and experience in financial management or accounting

Strong project management skills with experience in Agile and Scrum methodologies and Jira

Ability to translate complex data into clear, actionable insights through visually appealing reports and dashboards

Experience creating visually driven presentations to convey complex financial and operational performance and trends clearly and concisely to private equity sponsors, senior leadership and the board

Savvy at building trusted internal stakeholder relationships across the org

Experience optimizing Salesforce in an IT constellation including NetSuite, Jira, PowerBI, SharePoint and HCM platforms in general (Keka HCM experience is a bonus)

Ability to work independently and collaboratively in a fast-paced, global environment

Desired Attributes

A strategic thinker with a results-oriented mindset

A strong communicator with the ability to influence and inspire

A rigorous, data-driven professional with a passion for continuous improvement

A proactive and adaptable leader with a positive attitude

A team player with a collaborative approach

A great personality and a fun person to work with

A strong attention to detail and accuracy