Salesforce Project Lead

18 hours ago

Ajmer, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Description

We are seeking a seasoned professional to lead and manage Salesforce implementation projects within the wealth management domain.

The ideal candidate will work closely with cross-functional teams to gather business requirements and translate them into scalable Salesforce solutions.

This role involves hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements, and customisation) where needed.

The successful candidate will oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).

Responsibilities include managing full project lifecycle — RFP, requirements discovery, design, build, testing, UAT, deployment, and support.

This role requires defining and maintaining project plans, sprints, budgets, risks, and stakeholder communications.

Key responsibilities also include driving data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).

The selected candidate will ensure user adoption through training, documentation, and change management initiatives.

They will coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.

Deliverables include dashboards and analytics tailored for relationship managers, advisors, and compliance officers.

Required Qualifications
  • Bachelor’s/Master’s degree in Computer Science, Information Systems, Finance, or related field.
  • 10+ years of experience with expertise in IT project management and Salesforce Platform.
  • Strong domain expertise in Wealth Management / Financial Services (client onboarding, KYC/AML, financial planning, portfolio reporting).
  • Hands-on Salesforce configuration skills (Flows, Validation Rules, Reports, Dashboards, Security, Permission Sets).
  • Hands-on Salesforce customisation skills (Apex, LWC, VF, Aura, Triggers, Batch Processes).
  • Good to have experience with Salesforce Financial Services Cloud (FSC).
  • Experience managing system integrations, data migrations, and AppExchange solutions.
  • Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus.
  • Excellent stakeholder management, communication, and leadership skills.
Preferred Skills
  • Salesforce Certifications:
  • Salesforce Certified Administrator
  • Salesforce Financial Services Cloud Accredited Professional
  • Salesforce Sales/Service Cloud Consultant
  • Experience working with wealth management firms, private banking, or investment advisory organizations.

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