Salesforce Lead – Solution Architect

BuzzClan

Salesforce Lead/Solution Architect driving Salesforce transformations in banking and financial services. Must have extensive experience in digital transformation and client engagement.

Posted 4/24/2026contractRemote • New York • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Act as a trusted advisor to business and technology stakeholders
Lead discovery workshops, design sessions, and roadmap discussions
Translate business goals into platform-aligned transformation strategies
Independently drive end-to-end requirement gathering (business, functional, process)
Define to-be operating models and customer journeys across banking domains
Design scalable solutions leveraging: Financial Services Cloud, Service Cloud, Salesforce Data Cloud
Ensure alignment across process, data model, integrations, and user experience
Apply strong banking domain expertise in various areas including retail, commercial, and compliance workflows
Lead distributed teams (onshore + offshore pods) across design and delivery
Drive backlog prioritization, sprint planning, and execution governance
Mentor and guide architects, developers, and analysts

Requirements

What you’ll need

10–15+ years of experience in Salesforce and digital transformation programs
5+ years of hands-on experience with Financial Services Cloud
Strong experience in banking / financial services domain
Proven ability to lead client workshops independently
Proven ability to drive requirements end-to-end without supervision
Proven ability to manage global delivery teams
Salesforce certifications (FSC, Service Cloud Consultant) preferred
Experience with API-led integrations (e.g., MuleSoft) preferred
Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing) preferred
Experience in large-scale transformation programs ($5M+ deals) preferred

Benefits

Comp & perks

Health insurance
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceFinancial Services CloudService CloudSalesforce Data CloudAPI-led integrationsMuleSoftdigital transformationrequirement gatheringbacklog prioritizationsprint planning

Soft Skills

leadershipmentoringcommunicationcollaborationindependenceadvisoryproblem-solvingstakeholder managementteam managementworkshop facilitation

Certifications

Salesforce Financial Services CloudSalesforce Service Cloud Consultant