JD-

7+ years leading enterprise-scale CRM, FSC, Wealth Management, Insurance, or Customer 360 data programs.

Expertise in Salesforce Financial Services Cloud (FSC) data architecture and data model.
Experience leading complex migrations from platforms such as Custom Applications, CRM, Wealth Management, Insurance Administration, Client Management, and Advisor platforms.
Strong understanding of Customer, Household, Relationship, Financial Account, Holdings, Insurance Policy, Activity, and Interaction data domains.
Experience defining migration strategies involving multiple source systems, APIs, batch feeds, and enterprise integration platforms.
Proven experience establishing migration volumetrics, reconciliation frameworks, data governance models, and enterprise data operating models.
Ability to engage effectively with business executives, operations teams, data owners, architects, and engineering teams to drive critical data decisions

SFDC DATA Strategy Lead

Key skills