Salesforce Data Migration Specialist
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Role details
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Job description
We are seeking an experienced Salesforce Data Migration Technical Specialist with strong expertise in Salesforce Financial Services Cloud (FSC) and enterprise-scale data migration programs. The ideal candidate will have 7+ years of experience leading complex CRM, Financial Services, Wealth Management, Insurance, or Customer 360 data programs and a strong understanding of the Salesforce FSC data model. This role will lead data migration strategy, data mapping, validation, reconciliation, governance, and integration activities across multiple source systems., * Lead enterprise-scale Salesforce data migration initiatives involving complex CRM, Financial Services, Wealth Management, Insurance, or Customer 360 data.
- Define and implement data migration strategies for Salesforce FSC.
- Analyze and map data from multiple source platforms, including custom applications, CRM, wealth management, insurance administration, client management, and advisor systems.
- Develop migration approaches involving APIs, batch feeds, and enterprise integration platforms.
- Work with business and technical teams to define source-to-target data mappings and transformation rules.
- Establish migration volumetrics, data validation, reconciliation, and quality frameworks.
- Identify and resolve data quality, mapping, transformation, and migration issues.
- Establish and support data governance models and enterprise data operating models.
- Collaborate with Salesforce architects, data architects, engineering teams, data owners, operations teams, and business stakeholders.
- Drive critical data decisions and communicate migration risks, dependencies, and recommendations to senior stakeholders.
- Support migration planning, mock migrations, testing, reconciliation, cutover, and post-migration validation.
Salesforce FSC Data Domains: Strong understanding of the following data domains is required:
- Customer / Client
- Household
- Relationship
- Financial Account
- Holdings
- Insurance Policy
- Activity
- Interaction
- Customer 360
Requirements
- 7+ years of experience leading enterprise-scale CRM, Financial Services, Wealth Management, Insurance, or Customer 360 data programs.
- Strong hands-on knowledge of Salesforce Financial Services Cloud (FSC) data architecture and data model.
- Proven experience leading complex data migration programs into Salesforce.
- Experience migrating data from multiple legacy and enterprise platforms.
- Strong understanding of Salesforce FSC customer and financial-services data domains.
- Experience defining migration strategies across multiple source systems.
- Experience working with APIs, batch feeds, and enterprise integration platforms.
- Strong experience with migration volumetrics, reconciliation, data quality, and governance.
- Ability to work effectively with business executives, data owners, architects, engineering teams, and operations teams.
- Strong analytical, communication, stakeholder-management, and problem-solving skills.
Preferred Experience:
- Salesforce Financial Services Cloud implementation experience.
- Wealth Management or Insurance industry experience.
- Customer 360 transformation experience.
- Large-scale Salesforce migration and integration programs.
- Experience with complex legacy-system modernization.
- Experience supporting enterprise data governance and operating models.
Benefits & conditions
Notes:- All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance. Benefits: Danta offers a compensation package to all W2 employees that are competitive in the industry. It consists of competitive pay, the option to elect healthcare insurance (Dental, Medical, Vision), Major holidays and Paid sick leave as per state law. The rate/ Salary range is dependent on numerous factors including Qualification, Experience and Location.
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