Establish and own the architectural vision and governance for Salesforce Financial Services Cloud initiatives within external client contexts.
Drive large-scale, complex solution designs across multiple Salesforce environments, ensuring alignment with business strategy and technical standards.
Collaborate at C-suite and executive levels to understand business priorities and translate them into long-term technology roadmaps and Salesforce architectures.
Lead and mentor a team of architects, technical leads, and admins, fostering best practices in design, integration, security, and deployment.
Ensure compliance with insurance regulatory frameworks and embed security and data privacy principles into all solution designs.
Champion innovative use of Salesforce features, including advanced Financial Services core capabilities, Salesforce Industries, and emerging technologies.
Oversee architectural risk assessments, cost-benefit analyses, and capacity planning for Salesforce implementations.
Partner closely with product owners, delivery leads, admins, and external vendors to ensure seamless execution and high-quality deliverables.
Represent the organization in client-facing engagements, pre-sales activities, and industry forums.

Requirements

A Bachelors’ degree in a related field.
At least 8 years’ experience working as a Salesforce Solution Architect.
Hands-on experience to Financial Services Cloud deployments.
Familiarity with insurance business processes, including underwriting, claims management, policy lifecycle, and billing systems.
Proven track record designing and delivering complex, enterprise-scale Salesforce solutions with multiple integrations.
Financial Services Cloud Consultant Certification strongly desired.
Expertise in Salesforce architecture including declarative and programmatic frameworks, integration patterns, data modeling, and security design.
Strong leadership, mentoring, and stakeholder management skills.
Experience working in agile delivery environments.
Excellent communication and presentation skills.

Benefits

Medical, Dental, and Vision Insurance.
Life, Short Term Disability, and Long Term Disability Insurance.
Accrued time off (25 days/year).
Paid holidays.
Annual target bonus.
Company sponsored 401(k) plan.
Monthly wellness/tech stipends.
Position may require infrequent travel.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforce Financial Services CloudSalesforce architectureintegration patternsdata modelingsecurity designenterprise-scale Salesforce solutionsagile deliverycomplex solution designscost-benefit analysescapacity planning

Soft Skills

leadershipmentoringstakeholder managementcommunicationpresentationcollaborationbest practicesinnovationclient engagementstrategic alignment

Certifications

Bachelors’ degreeSalesforce Financial Services Cloud Consultant Certification