Docupace Role

Area(s) of responsibility Role Summary

Lead the Docupace on-premise core to v16 cloud-hosted SaaS migration end to end, owning target architecture and data integrity

Single technical point of accountability across Birlasoft, Voya, Docupace, custodians

Key Technical Responsibilities

Data migration: map legacy SQL Server schema to the v16 model; build ETL and bulk document migration with checksum reconciliation

Integrations: re-platform interfaces to v16 REST/JSON APIs and webhooks; retire legacy SOAP and file-drop feeds

Workflows: rebuild ConnectXpress pipelines and PgN workflows for new-account-open, maintenance, and e-sign STP

Identity: configure SSO via SAML 2.0 / OAuth 2.0 and SCIM provisioning against Azure Entra ID and Active Directory

Records: migrate the document repository to WORM cloud storage (S3 Object Lock) preserving index and metadata fidelity

Cutover: author the runbook with parallel-run, rollback, and data-validation gates for zero-disruption go-live

Required Technical Skills

Docupace v16: ConnectXpress, PgN workflow engine, Form Builder, auto-indexing, and role-based access control

Data & ETL: SQL Server / T-SQL, large-scale data conversion, blob and document migration, reconciliation

APIs & SSO: REST/JSON, webhooks, SAML/OAuth/SCIM, custodian feeds (Pershing, NFS), CRM (Salesforce, Redtail)

Cloud: AWS (S3, IAM, VPC), Object Lock/WORM, KMS and TLS encryption, monitoring and logging

Compliance: SEC Rule 17a-4, FINRA, SOC 2, PII handling, audit trails, and data governance

Qualifications & Domain

• 8+ years implementing Docupace or comparable wealth-management document and workflow platforms

• Proven enterprise on-premise-to-SaaS migration and cutover leadership at scale

• wealth and brokerage domain knowledge; strong client-facing communication