Identifying client needs, responding to request for proposals and providing estimates for solution development
Leading teams in creating platform solutions, best practices and implementation of multiple platform suites of products for financial services clients
Mentor the next generation of consultants, providing insights and challenges for improvement
Identify, develop and win significant bids and pursuits to meet defined sales targets
Coach, guide and assist team members in preparation for client meetings, presentations and proposals
Consult with account team and engagement partner on pricing strategy
Facilitate executive & operational meetings & workshops across a range of topics

Requirements

7+ years of experience in technology consulting and enterprise software delivery
Proven Solution/Technical Architect on 5+ full lifecycle enterprise Salesforce implementations
Multi-cloud expertise across Sales, Service, Experience, Data, Marketing, and Industry Clouds
Strong knowledge of enterprise integration patterns: REST/SOAP APIs, MuleSoft, event-driven architecture, CDC, and data migration
Experienced in Salesforce DevOps: CI/CD pipelines (GitHub Actions, Copado, Gearset), source control, sandbox management
Deep expertise in Salesforce security architecture: org-wide defaults, sharing models, Shield Encryption, compliance (SOX, GDPR, HIPAA)
Hands-on technical leadership with Apex, LWC, Flow, governor limit optimization, LDV strategies, and enterprise data modeling
Certified Salesforce Architect (Application/System Architect, multiple domain certifications); progress toward CTA preferred
Proven client-facing leadership: leading teams of 5–15+, workshops, stakeholder management, executive presentations, solution design docs, scope/effort estimation, Agile/Waterfall governance
Significant business development experience: RFP responses, pre-sales demos/POCs, executive relationship building, industry-specific Salesforce (Financial Services, Health, Manufacturing), OmniStudio, Agentforce, Einstein AI, Data Cloud; prior Big 4/top-tier consulting background.

Benefits

Opportunities to participate in variable incentive pay programs designed to reward individual and firm-wide achievements
Comprehensive total rewards package

Applicant Tracking System Keywords

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

Hard Skills & Tools

SalesforceApexLWCFlowREST APIsSOAP APIsMuleSoftCI/CD pipelinesdata migrationenterprise data modeling

Soft Skills

client-facing leadershipmentoringcoachingstakeholder managementpresentation skillssolution designteam leadershipbusiness developmentcommunicationcollaboration

Certifications

Certified Salesforce ArchitectApplication ArchitectSystem Architectmultiple domain certificationsCertified Technical Architect (CTA) - preferred