Acuity Analytics
Integration Analyst-Salesforce
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for an Integration Analyst-Salesforce with a contract length of "X months" and a pay rate of "$X per hour." Key skills include CRM strategy, data migration, API integration, and data governance. Experience in Salesforce and compliance is required.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
May 29, 2026
🕒 - Duration
Unknown
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🏝️ - Location
Unknown
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📄 - Contract
Unknown
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🔒 - Security
Unknown
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📍 - Location detailed
Charlotte Metro
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🧠 - Skills detailed
#Datasets #Data Mapping #Scala #Data Warehouse #Automation #Data Migration #Strategy #Compliance #Data Governance #AI (Artificial Intelligence) #Data Pipeline #Batch #Data Quality #Migration #CRM (Customer Relationship Management) #"ETL (Extract #Transform #Load)" #API (Application Programming Interface) #Data Accuracy
Role description
• Salesforce CRM Strategy & Implementation
o Lead large-scale Salesforce CRM implementations and enhancements across institutional and intermediary business units.
o Define and execute CRM transformation initiatives, including platform consolidation and capability expansion.
o Ensure alignment of Salesforce solutions with business objectives, sales processes, and client engagement strategies.
• 2. CRM Convergence & Data Migration
o Drive CRM convergence initiatives to unify multiple legacy systems into a centralized Salesforce environment.
o Oversee end-to-end data migration activities, including data mapping, cleansing, validation, and reconciliation.
o Ensure high data quality, consistency, and integrity across all CRM datasets.
• 3. Client Data Model & Hierarchy Management
o Design and optimize client and account hierarchies to reflect complex institutional and intermediary relationships.
o Develop scalable data models supporting households, financial advisors, distributors, and organizational structures.
o Enable a 360-degree client view to improve segmentation, coverage, and relationship management.
• 4. Enterprise Integration Architecture
o Define and implement integration architecture between Salesforce and upstream/downstream systems such as data warehouses, distribution platforms, and reporting tools.
o Collaborate with engineering teams on API-based integrations, middleware solutions, and real-time/batch data pipelines.
o Ensure seamless data flow across CRM, analytics, and enterprise data platforms.
• 5. Governance, Risk & Compliance
o Establish CRM governance frameworks, including data standards, access controls, and change management processes.
o Ensure adherence to enterprise data governance policies, regulatory requirements, and audit controls.
o Monitor system performance, data accuracy, and user adoption metrics.
• 6. Stakeholder Collaboration & Delivery
o Partner with business stakeholders, sales teams, product owners, and technology teams to gather requirements and prioritize initiatives.
o Act as a bridge between business and engineering teams to translate requirements into technical solutions.
o Lead cross-functional delivery teams and ensure successful execution of CRM and integration programs.
• 7. Continuous Improvement & Innovation
o Identify opportunities to leverage Salesforce capabilities (e.g., automation, analytics, AI-driven insights) to enhance sales productivity and client engagement.
o Stay current with Salesforce ecosystem advancements and integrate new features where relevant.
o Drive continuous improvement in data processes, reporting capabilities, and user experience.
• Salesforce CRM Strategy & Implementation
o Lead large-scale Salesforce CRM implementations and enhancements across institutional and intermediary business units.
o Define and execute CRM transformation initiatives, including platform consolidation and capability expansion.
o Ensure alignment of Salesforce solutions with business objectives, sales processes, and client engagement strategies.
• 2. CRM Convergence & Data Migration
o Drive CRM convergence initiatives to unify multiple legacy systems into a centralized Salesforce environment.
o Oversee end-to-end data migration activities, including data mapping, cleansing, validation, and reconciliation.
o Ensure high data quality, consistency, and integrity across all CRM datasets.
• 3. Client Data Model & Hierarchy Management
o Design and optimize client and account hierarchies to reflect complex institutional and intermediary relationships.
o Develop scalable data models supporting households, financial advisors, distributors, and organizational structures.
o Enable a 360-degree client view to improve segmentation, coverage, and relationship management.
• 4. Enterprise Integration Architecture
o Define and implement integration architecture between Salesforce and upstream/downstream systems such as data warehouses, distribution platforms, and reporting tools.
o Collaborate with engineering teams on API-based integrations, middleware solutions, and real-time/batch data pipelines.
o Ensure seamless data flow across CRM, analytics, and enterprise data platforms.
• 5. Governance, Risk & Compliance
o Establish CRM governance frameworks, including data standards, access controls, and change management processes.
o Ensure adherence to enterprise data governance policies, regulatory requirements, and audit controls.
o Monitor system performance, data accuracy, and user adoption metrics.
• 6. Stakeholder Collaboration & Delivery
o Partner with business stakeholders, sales teams, product owners, and technology teams to gather requirements and prioritize initiatives.
o Act as a bridge between business and engineering teams to translate requirements into technical solutions.
o Lead cross-functional delivery teams and ensure successful execution of CRM and integration programs.
• 7. Continuous Improvement & Innovation
o Identify opportunities to leverage Salesforce capabilities (e.g., automation, analytics, AI-driven insights) to enhance sales productivity and client engagement.
o Stay current with Salesforce ecosystem advancements and integrate new features where relevant.
o Drive continuous improvement in data processes, reporting capabilities, and user experience.
