Salesforce Architect

greenwich, Connecticut

A global capital management firm is currently seeking a Salesforce Architect to join their team in Greenwich, CT. This candidate must have hands one experience with Salesforce integrations. You will join a team that is responsible for developing a creative, intelligent approach to CRM to encourage adoption and support the strategic needs of the business. The group focuses on incorporating data, CRM functionality, customer-based analysis and analytical insight into the distribution processes in an effort to improve our strategic and tactical approach to distribution effectiveness. You will be responsible for the creation and documentation of business analytics and reporting.  


  • Establish a self-service reporting community by collaborating with users to understand their reporting needs and guide them on how they can best leverage the reports.
  • Create reports for users and perform data analysis to ensure data can meet those needs and translate underlying data into interactive dashboards / visualization.
  • Understand and translate business requirements into sustainable and efficient visualizations and reporting.
  • Participate in design and development for various third party data integrations to data warehouse and CRM.
  • Ensure data quality issues are analyzed as part of the report building process and recognize the importance and benefits of good data quality.
  • Add key metrics to Salesforce to leverage CRM as a sales tool.
  • Participate in various data related and CRM projects.


  • Degree qualified with experience in business intelligence, reporting and analytics.
  • Ability to translate requirements into sustainable and efficient visualizations and reporting with attention to performance and reusability.
  • Strong analytical skills to solve and model complex business requirements.
  • Prior experience with an asset management firm or other financial services institution.



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