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Omniskope, Inc

Salesforce Solution Architect

Omniskope, Inc, Saint Louis, Missouri, United States, 63146

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Salesforce Solution Architect

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Omniskope, Inc We are seeking a Senior Solution Architect with deep domain expertise in insurance accounting and billing systems. This role is critical to the successful implementation of a modern billing and financial architecture leveraging Salesforce Revenue Cloud and Digital Insurance tools. You will work closely with finance, operations, and IT teams to design scalable, compliant, and robust solutions tailored to the insurance brokerage environment.

Key Responsibilities

Facilitate discovery sessions with finance, operations, and technical teams to capture current and future-state processes related to billing, invoicing, collections, commission calculations, and financial close. Evaluate existing practices and propose modernized, scalable approaches aligned with accounting standards. Design end-to-end solution architecture for billing and accounting, ensuring proper alignment with sub-ledger and general ledger systems. Define and validate controls for financial postings, reconciliation, tax handling, and regulatory compliance. Act as a trusted advisor to both technical teams and business stakeholders, ensuring accounting integrity across the solution lifecycle. Translate complex accounting concepts into clear business and technical requirements.

Required Skills & Experience

8+ years of experience in solution design or business analysis within insurance accounting, preferably in a brokerage context Strong knowledge of billing workflows, invoicing, commission structures, and double-entry ledger systems Experience engaging directly with senior finance leaders, controllers, and accounting teams Proven ability to lead discussions, document requirements, and design solutions that align with financial and compliance standards Understanding of regulatory, tax, and financial controls in insurance environments

Preferred Qualifications

Familiarity with Salesforce Financial Services Cloud, Revenue Cloud, or CPQ Experience with JD Edwards (JDE) financial systems Exposure to Agency Management Systems such as Applied Epic Relevant certifications in finance, Salesforce, or enterprise architecture

Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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