Salesforce Data and Integration Architect (Senior Associate)
New York, NY
Full Time
Mid Level
Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This position serves as an instrumental resource to support the company’s growth initiatives, including acquisition opportunities and enhancing technology and data strategy for the benefit of new and existing clients and partners. The Salesforce Data and Integration Architect will be involved in the designing, development, testing, implementation, and user support of Salesforce data management, data migration, and integrations. This is an excellent opportunity to be part of a dynamic, growing organization.
Position Responsibilities:
Required
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This position serves as an instrumental resource to support the company’s growth initiatives, including acquisition opportunities and enhancing technology and data strategy for the benefit of new and existing clients and partners. The Salesforce Data and Integration Architect will be involved in the designing, development, testing, implementation, and user support of Salesforce data management, data migration, and integrations. This is an excellent opportunity to be part of a dynamic, growing organization.
Position Responsibilities:
- Develop and execute comprehensive integration strategies aligned with business objectives and technical requirements
- Gather, evaluate, and document requirements for data migration during merger and acquisition (M&A) process as well as data integration with new applications
- Design and manage integrations between Salesforce and external systems using APIs, middleware solutions (MuleSoft, Dell Boomi, Microsoft SSIS, etc) and other integration tools to enable data exchange between Salesforce and external systems
- Define and implement data mapping rules and transformations to ensure accurate and consistent data flow
- Ensure data accuracy and integrity within Salesforce through regular audits (including data cleaning) and optimization of data fields and object
- Create scalable and reusable dashboards and reports with a focus on user-friendly design and functionality
- Prepare flowcharts, diagrams, detailed documentation, and other written materials
- Assist in Salesforce administrative duties such as onboarding, offboarding, training, user support, and troubleshooting
Required
- 3+ years of experience in Salesforce administration, architecture, data modeling, and integrations
- Familiarity with data security, encryption, and compliance best practices
- Understanding of REST/SOAP APIs, Middleware (MuleSoft, Dell Boomi, Microsoft SSIS, etc), and ETL tools (Postman)
- Hands-on experience with Salesforce Data Loader, SOQL, and Workbench
- Experience with Salesforce Batch Processing, and Apex triggers
- Ability to build and maintain Salesforce custom fields, objects, automated flows, dashboards, and reports
- Knowledge of VBA, SQL, Python, and Excel complex formulas
- Strong proficiency with Office 365, Microsoft Teams, and project management tools like Jira
- Demonstrated problem-solving skills with the ability to work independently collaboratively with cross-functional teams
- Effectively manage multiple projects, timelines, and priorities
- Team player spirit with an open and positive mindset (no job is too small)
- Applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
- Knowledge of cloud platforms such as AWS, Azure, or Google Cloud
- Prior Experience with insurance data services such as DTCC Insurance & Retirement Services, ACORD and SmartOffice SmartIntegrator
- Salesforce certifications such as Salesforce Data Architect, Integration Architect, or Platform Developer
- Familiarity with Salesforce Financial Services Cloud (FSC), Data Cloud and Copado
- Proficiency in data visualization tools such as Power BI and Tableau
- Required to work on a computer for a substantial part of the day
- Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
- A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
- Attractive annual compensation package is commensurate with experience
- Eligible for annual profit-sharing bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
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