Salesforce Technical Project Manager

2 weeks ago

Mumbai, Maharashtra, India Centelon Consultancy Services Full time ₹ 6,00,000 - ₹ 8,00,000 per year

Position Overview

We are looking for an experienced Salesforce Technical Project Manager with a strong background in Wealth Management to lead end-to-end Salesforce implementations and enhancements. The ideal candidate will combine project leadership skills with hands-on Salesforce expertise to ensure successful delivery of CRM and digital transformation initiatives for our wealth management client.

Location: Mumbai

Key Responsibilities

  • Lead and manage Salesforce implementation projects (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud) within the wealth management domain.
  • Work closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions.
  • Provide hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements and customisation) where needed.
  • Oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).
  • Manage full project lifecycle RFP, requirements discovery, design, build, testing, UAT, deployment, and support.
  • Define and maintain project plans, sprints, budgets, risks, and stakeholder communications.
  • Drive data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).
  • Ensure user adoption through training, documentation, and change management initiatives.
  • Coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.
  • Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers.

Required Qualifications

  • Bachelors/Masters 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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