Delivery Manager - Salesforce Solution Architect

Acuitys Data and Technology Services group is seeking a Salesforce Solution Architect with deep experience in Financial Services Cloud (FSC) and a strong understanding of private equity client and fund lifecycle processes to lead the design and delivery of Salesforce-based platforms supporting capital operations, investor onboarding, relationship management, and compliance enablement across the private equity ecosystem.

Required Qualifications

• Salesforce Certified Application Architect and System Architect (mandatory)
• Salesforce Financial Services Cloud Consultant (preferred)
• 15+ years of Salesforce experience with at least 5+ years in an FSC solution architect role
• Demonstrated success in private equity or asset management environments, with exposure to GPCA, primaries, secondaries, and investor workflows
• Strong command of Salesforce sharing models, data security, multi-currency configuration, and compliance frameworks
• Preferred Skills
• Experience with tools such as DocuSign, Conga, MuleSoft, Snowflake, Tableau CRM, and integration with fund administration tools
• Exposure to third-party investor portals and AppExchange products specific to Private Equity
• Strong interpersonal and stakeholder management skills, able to communicate with C-level sponsors and IT leadership

Key responsibilities include:

• Salesforce FSC Solution Leadership

Lead the design and configuration of core FSC features, including:

o Relationship Groups and Householding for LP structures

o Lead and Referral Management for GP/LP acquisition and qualification

o Financial Accounts and Holdings to track capital commitments and distributions

o Opportunity Qualification across various private equity segments

o Life Events and Business Milestones to trigger investor servicing workflows

o Interaction Summaries and Activity Capture for visibility into relationship touchpoints

o Onboarding and KYC workflows aligned with compliance requirements

• Align platform capabilities to the full lifecycle of capital raising onboarding, deal servicing, and distribution management.
• Architectural Ownership
• Own the end-to-end Salesforce architecture across multiple clouds and business units, ensuring scalability, compliance, and extensibility.
• Collaborate with technical architects and global development teams to define data models, integration touchpoints, and component design strategies.
• Ensure alignment with Salesforce platform limits, enterprise standards, and future expansion plans (e.g., Service Cloud, Data Cloud, Einstein).
• Private Equity Process Enablement
• Translate business processes such as GP onboarding, primaries, secondaries, capital calls, and distribution tracking into CRM workflows.
• Enable compliance tracking through FSCs built-in capabilities, in conjunction with external KYC/AML tools and document management systems.
• Design role-based access for Investor Relations, Legal, Compliance, and Client Services teams.
• Global Delivery Collaboration
• Operate effectively in a global delivery model, engaging with distributed stakeholders, developers, testers, and platform teams.
• Drive architectural governance, solution consistency, and cross-team collaboration across time zones and workstreams.
• Support the onboarding of additional regions, funds, or legal entities through scalable org strategies and rollout frameworks.
• Future-Ready Architecture
• Guide optional capabilities using Tableau CRM, Salesforce Data Cloud, and Einstein AI for LP segmentation, engagement scoring, and capital forecasting.
• Support integration strategies with third-party tools such as fund admin systems, document generation, and identity verification platforms.