Salesforce Lead

Disclaimer Lead Salesforce COE

Location: [Bangalore]

This is a client-deployment role based out of Bangalore, requiring regular on-site presence at the client office. The candidate must be comfortable working directly with senior client stakeholders and taking ownership of the Salesforce CoE setup, practice development, and initial delivery journey.

About the Role:

We are looking for an experienced Salesforce COE Lead to establish, build, and lead a Salesforce Center of Excellence for a leading Financial Services client. The role will be responsible for defining the Salesforce operating model, shaping demand, establishing governance frameworks, supporting commercial and solutioning activities, building the delivery team, and initiating service delivery. This is a client-facing leadership role requiring strong Salesforce expertise, CRM transformation experience, and the ability to engage and influence senior business and technology stakeholders, including C-level executives.

Key Responsibilities:

• Establish and lead the Salesforce Center of Excellence (CoE), including governance, delivery frameworks, standards, methodologies, and best practices.
• Define the Salesforce CoE strategy, operating model, roadmap, and maturity framework aligned with the clients business objectives.
• Lead Salesforce solution architecture and transformation initiatives across multiple Salesforce Clouds.
• Define and govern standards for Salesforce architecture, data, integrations, security, development, and deployment.
• Act as a trusted Salesforce advisor to senior client stakeholders and C-level executives.
• Understand business requirements and translate them into scalable Salesforce solutions and transformation roadmaps.
• Partner with sales and business teams to shape demand, define solutions, support proposals, and drive pre-sales engagements.
• Support commercial discussions including effort estimation, resource modelling, delivery structure, and service definition.
• Build, hire, mentor, and manage a high-performing offshore Salesforce team of approximately 1030 members, including architects, developers, consultants, and SMEs.
• Define capability requirements and hiring plans to scale the Salesforce practice in line with client demand.
• Establish delivery governance, KPIs, quality standards, risk management, and continuous improvement mechanisms.
• Drive the strategy for building, scaling, and maturing the Salesforce practice.
• Identify opportunities for automation, innovation, platform optimization, and adoption of Salesforce best practices.
• Work closely with business, technology, security, data, and enterprise architecture stakeholders across the client organization.
• Ensure Salesforce solutions are aligned with Financial Services industry requirements, particularly Banking and Insurance.

Qualifications & Experience

• 10+ years of overall IT/CRM experience, with significant experience in Salesforce.
• Proven experience in establishing and leading a Salesforce CoE, Salesforce practice, or large-scale Salesforce transformation function.
• Strong hands-on understanding of Salesforce architecture across multiple Salesforce Clouds.
• Expertise in Salesforce solution architecture, data architecture, integration architecture, security, governance, and delivery frameworks.
• Strong experience in CRM transformation and enterprise Salesforce implementations.
• Demonstrated experience in Financial Services, specifically Banking and/or Insurance.
• Experience working with senior stakeholders and C-level executives in a client-facing advisory capacity.
• Strong experience in pre-sales, solutioning, demand shaping, proposal development, and commercial discussions.
• Proven experience in building and managing teams of 1030+ professionals.
• Experience defining operating models, capability frameworks, resource plans, and practice-building strategies.
• Strong communication, stakeholder management, consulting, influencing, and leadership skills.
• Salesforce Certified System Architect Mandatory
• Salesforce Certified Application Architect Mandatory
• Masters Degree in Computer Science / Computer Applications Mandatory
• MBA – Preferred

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