
Salesforce Solution Architect
3 weeks ago
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
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