Onsite Job for Salesforce Support Lead in New York, NY

[Anurag Srivastava]

Greetings,
 
Please go through below job description and share some qualified resources. 

 

Job Title: Salesforce Support Lead

Location: New York, NY

Duration: 6+ Months

 

Position Overview:

We are seeking an experienced Salesforce Support Lead to manage and lead onsite application support for Salesforce implementation supporting Private Equity and Asset Management business functions. The role requires strong hands-on Salesforce support expertise combined with deep domain understanding, stakeholder management, and leadership of L1/L2 support teams.

The Support Lead will act as the primary onsite point of contact for business users, ensuring operational stability, timely issue resolution, and continuous improvement of Salesforce-based solutions.

 

Responsibilities:

• Lead onsite L1/L2 Salesforce support operations, ensuring SLA adherence and high service quality
• Act as the single point of contact (SPOC) for client stakeholders on support-related matters
• Own incident, problem, and change management processes in alignment with ITIL practices
• Drive root cause analysis (RCA) for recurring issues and implement preventive measures
• Provide hands-on support for Salesforce modules including:
• Sales Cloud, Service Cloud, and custom objects
• Workflow rules, validation rules, flows, approval processes
• Reports, dashboards, and data visibility issues
• Handle complex data operations such as:
• Company merges, contact merges, account hierarchies
• Data corrections, deduplication, and data quality management
• Coordinate with development and integration teams for defect fixes and enhancements
• Support Salesforce solutions used in Private Equity and Asset Management, including:
• Deal pipelines, portfolio companies, fund structures
• Coverage models, relationships, and investor tracking
• Sales, trading, and post-deal operations (as applicable)
• Translate business issues into clear functional requirements for technical teams
• Proactively engage with business users to understand evolving needs
• Work closely with client business leads, product owners, and IT teams
• Provide regular status updates, dashboards, and support metrics to stakeholders
• Participate in governance meetings, CAB calls, and release planning discussions
• Mentor and guide offshore/onshore support team members
• Build and maintain knowledge base articles, SOPs, and runbooks
• Reduce business dependency by driving structured knowledge transition and documentation

 

Required Skills & Experience

• 10+ years of experience in Salesforce application support (L2/L3 preferred)
• Strong understanding of Salesforce data model and security model
• Hands-on experience with:
• User management, profiles, permission sets
• Data Loader, reports, dashboards
• Integrations and API issue troubleshooting (preferred)
• Salesforce certifications (Admin / Advanced Admin / Service Cloud) are a strong plus
• Proven experience supporting Salesforce solutions in:
• Private Equity, Asset Management, or Investment Banking environments
• Strong understanding of financial services concepts such as:
• Funds, portfolio companies, investors, coverage models
• Deal lifecycle and relationship management
• Strong onsite client-facing and communication skills
• Ability to lead, influence, and collaborate across cross-functional teams
• Excellent problem-solving, analytical, and decision-making abilities
• Experience working in global delivery and onsite-offshore models

 

Nice to Have

• ITIL certification or strong ITIL process exposure
• Experience with KCS (Knowledge-Centered Support) practices
• Exposure to Salesforce DevOps tools and release management
• Experience supporting GenAI-enabled Salesforce solutions or chatbots

 

Regards,
Anurag Srivastava

VBeyond Corporation

Desk # +1-(908) 864-9529

https://www.linkedin.com/in/anuragsrivastava90/

E: anur...@vbeyond.com | www.vbeyond.com

390 Amwell Road, Suite # 107, Hillsborough, NJ 08844

 

Note – VBeyond is fully committed to Diversity and Equal Employment Opportunity.

 

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