Verified Job
IT / Software / Data Analyst
CRM & Integrations Lead
IT / Software / Data Analyst
#47204
Remote / WFH
Peoplefy
Job Description
Job Title: CRM & Integrations Lead
Location: Pune, Maharashtra, India
Experience: 7+ years
Role Overview
We are seeking a CRM & Integrations Lead with 7–8 years of experience and strong Salesforce proficiency, including Financial Services Cloud (FSC) and Vlocity. In this role, you will lead CRM strategy, design and implement Salesforce solutions, and manage complex integrations across enterprise systems. A GCC (Global Capability Centre) background is preferred. You will be responsible for driving CRM excellence, optimizing business processes, and ensuring seamless data flow across platforms.
Key Responsibilities
Salesforce CRM Leadership
• Lead the design, configuration, and customization of Salesforce CRM, including Financial Services Cloud (FSC) and Vlocity/OmniStudio components.
• Define and implement CRM best practices, data models, and governance frameworks.
• Drive Salesforce adoption and optimization across business units.
Integrations Management
• Architect and oversee integrations between Salesforce and enterprise systems using middleware tools (MuleSoft, Synatic, Boomi, or Jitterbit).
• Ensure data integrity, accuracy, and consistency across integrated systems.
• Work closely with data integration and development teams to design APIs and data flows.
Stakeholder Engagement & Requirements
• Collaborate with business stakeholders to gather requirements and translate them into Salesforce solutions.
• Present data-driven insights and CRM performance reports to leadership.
• Manage cross-functional relationships with international IT, operations, and business teams.
Quality & Governance
• Establish testing strategies for CRM and integration deliverables.
• Ensure compliance with data governance policies and regulatory standards.
• Mentor junior team members and contribute to knowledge-sharing initiatives.
Qualifications
Experience & Skills
• 7–8 years of experience in Salesforce CRM administration, configuration, or development.
• Strong proficiency in Salesforce Financial Services Cloud (FSC) and Vlocity/OmniStudio.
• Hands-on experience with integration platforms (MuleSoft, Synatic, Boomi, Jitterbit).
• Proven track record managing CRM projects in a GCC or global enterprise environment.
Documentation & Communication
• Excellent skills in creating solution design documents, process flows, and technical specifications.
• Experience presenting complex CRM strategies and integration architectures to senior stakeholders.
Soft Skills
• Strong leadership and stakeholder management abilities.
• Highly organized with the ability to manage multiple projects simultaneously.
• Collaborative mindset with effective cross-cultural communication skills.
Preferred Qualifications
• Bachelor’s degree in Computer Science, Business Administration, or related field.
• Salesforce certifications (Administrator, Platform Developer, Sales/Service Cloud Consultant).
• Experience with Agile methodologies and project management tools.
Location: Pune, Maharashtra, India
Experience: 7+ years
Role Overview
We are seeking a CRM & Integrations Lead with 7–8 years of experience and strong Salesforce proficiency, including Financial Services Cloud (FSC) and Vlocity. In this role, you will lead CRM strategy, design and implement Salesforce solutions, and manage complex integrations across enterprise systems. A GCC (Global Capability Centre) background is preferred. You will be responsible for driving CRM excellence, optimizing business processes, and ensuring seamless data flow across platforms.
Key Responsibilities
Salesforce CRM Leadership
• Lead the design, configuration, and customization of Salesforce CRM, including Financial Services Cloud (FSC) and Vlocity/OmniStudio components.
• Define and implement CRM best practices, data models, and governance frameworks.
• Drive Salesforce adoption and optimization across business units.
Integrations Management
• Architect and oversee integrations between Salesforce and enterprise systems using middleware tools (MuleSoft, Synatic, Boomi, or Jitterbit).
• Ensure data integrity, accuracy, and consistency across integrated systems.
• Work closely with data integration and development teams to design APIs and data flows.
Stakeholder Engagement & Requirements
• Collaborate with business stakeholders to gather requirements and translate them into Salesforce solutions.
• Present data-driven insights and CRM performance reports to leadership.
• Manage cross-functional relationships with international IT, operations, and business teams.
Quality & Governance
• Establish testing strategies for CRM and integration deliverables.
• Ensure compliance with data governance policies and regulatory standards.
• Mentor junior team members and contribute to knowledge-sharing initiatives.
Qualifications
Experience & Skills
• 7–8 years of experience in Salesforce CRM administration, configuration, or development.
• Strong proficiency in Salesforce Financial Services Cloud (FSC) and Vlocity/OmniStudio.
• Hands-on experience with integration platforms (MuleSoft, Synatic, Boomi, Jitterbit).
• Proven track record managing CRM projects in a GCC or global enterprise environment.
Documentation & Communication
• Excellent skills in creating solution design documents, process flows, and technical specifications.
• Experience presenting complex CRM strategies and integration architectures to senior stakeholders.
Soft Skills
• Strong leadership and stakeholder management abilities.
• Highly organized with the ability to manage multiple projects simultaneously.
• Collaborative mindset with effective cross-cultural communication skills.
Preferred Qualifications
• Bachelor’s degree in Computer Science, Business Administration, or related field.
• Salesforce certifications (Administrator, Platform Developer, Sales/Service Cloud Consultant).
• Experience with Agile methodologies and project management tools.
