Case Management Migration Lead - Salesforce to Platform

Pegasus Knowledge Solutions, Inc.; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A finance consulting firm is seeking a Salesforce - Case Management Migration Lead to oversee a critical migration project for a large financial institution. The ideal candidate will have 7–12 years of experience in Salesforce CRM and case management, along with a proven track record in delivering successful platform migrations. Responsibilities include developing program roadmaps, managing communication across business units, and ensuring regulatory compliance throughout the migration process. This role demands in-depth knowledge of financial services regulations and excellent stakeholder management skills.

Qualifications

• 7–12+ years experience in Salesforce CRM, case management, or enterprise platform transformation.
• Proven track record delivering platform migrations.
• Strong understanding of financial services regulatory requirements.

Responsibilities

• Develop and maintain program roadmap, timelines, and resources.
• Act as primary point of accountability for delivery.
• Coordinate integration activities between new case platform and core systems.

Skills

Salesforce CRM

Case Management

Stakeholder Management

Data Migration Strategies

Agile/Hybrid Delivery

Tools

ETL tools

API Integration Patterns

Job description

A finance consulting firm is seeking a Salesforce - Case Management Migration Lead to oversee a critical migration project for a large financial institution. The ideal candidate will have 7–12 years of experience in Salesforce CRM and case management, along with a proven track record in delivering successful platform migrations. Responsibilities include developing program roadmaps, managing communication across business units, and ensuring regulatory compliance throughout the migration process. This role demands in-depth knowledge of financial services regulations and excellent stakeholder management skills.