Oliver James
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Base pay range $185,000.00/yr - $185,000.00/yr
Position Summary Seeking a Salesforce Solution Architect to design and lead scalable, enterprise‑grade Salesforce Financial Services Cloud (FSC) solutions. This role defines front‑office architecture across marketing, distribution, and customer engagement, ensuring alignment with business goals and enterprise standards. Partners with cross‑functional teams to drive platform value, optimize performance, and deliver sustainable, high‑impact CRM solutions in a complex, regulated environment.
Key Responsibilities
Lead End‑to‑End Salesforce Architecture Design
Own the strategic solution architecture for Salesforce front‑office initiatives.
Ensure designs are scalable, secure, compliant, and aligned with the organization’s digital and data strategy.
Translate business needs into technical designs that are both sustainable and value‑driven.
Architect for Platform Value
Define high‑impact architectural patterns across Salesforce and integrated ecosystems.
Promote platform reuse, cost‑effectiveness, and long‑term sustainability.
Establish and maintain best practices that maximize ROI and platform longevity.
Evaluate and Recommend Strategic Technology Use
Partner with Salesforce technical architects and product owners to evaluate trade‑offs between declarative tools, custom code, and third‑party applications.
Recommend the optimal architectural approach based on performance, scalability, cost, and maintainability.
Drive Architecture Integrity Across Projects
Serve as the architectural authority for Salesforce programs spanning multiple business units.
Provide architectural guardrails and enforce standards to ensure consistency across solutions, vendors, and delivery partners.
Conduct design reviews and support quality assurance throughout project lifecycles.
Collaborate Across Architecture Domains
Work closely with enterprise architects, platform owners, data architects, integration leads, and security teams.
Ensure seamless alignment between Salesforce and the broader enterprise technology landscape.
Contribute architectural insights to enterprise roadmaps and strategy discussions.
Negotiate Requirements and Design Outcomes
Partner with business stakeholders and product owners to define feasible, value‑driven solutions.
Challenge over‑engineered requests and advocate for simplicity, scalability, and operational efficiency.
Translate complex requirements into actionable design decisions that deliver measurable value.
Embed Economics into Architecture Decisions
Apply sound judgment in balancing innovation, delivery feasibility, and benefit realization.
Ensure architectural solutions optimize cost, speed‑to‑market, and sustainability.
Integrate total cost of ownership and long‑term supportability considerations into design proposals.
Data Modeling and Sharing/Visibility Expertise
Design and optimize Salesforce FSC and Sales/Service Cloud data models for complex B2B2C scenarios.
Implement robust account hierarchies, advisor relationships, and institutional data structures.
Maintain data integrity, security, and visibility to support reporting and analytics needs.
CRM Best Practice Advisor
Serve as a trusted advisor on how CRM capabilities align with business goals and enterprise architecture.
Provide insights and recommendations to enhance customer experience, marketing, and distribution strategies.
Educate stakeholders on Salesforce platform capabilities and limitations.
Success Factors
Strategic Thinking:
Ability to translate complex business requirements into scalable Salesforce solutions.
Technical Leadership:
Proven ability to guide teams and ensure architectural consistency.
Collaboration:
Skilled at engaging cross‑functional teams and managing competing priorities.
Innovation Balance:
Capable of introducing forward‑thinking solutions while maintaining practicality and compliance.
Communication:
Adept at explaining complex architectural concepts to technical and non‑technical audiences.
Qualifications and Experience
Experience:
7+ years of Salesforce experience, including at least 3 years in solution architecture.
Strong background in Salesforce ecosystem components such as Sales Cloud, Service Cloud, Experience Cloud, and integrations with external systems.
Experience designing solutions in financial services, insurance, or wealth management industries preferred.
Experience with large‑scale enterprise Salesforce implementations.
Methodologies & Practices:
Familiarity with Agile/SAFe methodologies, DevSecOps practices, and enterprise‑level governance.
Understanding of integration architecture, data privacy, compliance, and API design in regulated environments.
Soft Skills:
Strong stakeholder management and communication skills.
Proven ability to lead discussions with both technical teams and business leaders.
Demonstrated ability to manage ambiguity and make informed architectural trade‑offs.
Preferred Qualifications
Certifications:
Salesforce Application Architect
Salesforce Financial Services Cloud Accredited Professional
Technical Expertise:
Hands‑on experience with FSC and Salesforce platform architecture.
Knowledge of Einstein AI, predictive analytics, and digital marketing integration.
Proficiency in Apex, Lightning Web Components, Flow, and data integration frameworks.
Industry Knowledge:
Experience working in financial services, insurance, or regulated sectors.
Understanding of client and advisor relationship models and complex account hierarchies.
Key Competencies
Architectural Vision:
Ability to develop and execute an enterprise‑level Salesforce roadmap.
Solution Design:
Expertise in designing scalable, secure, and maintainable Salesforce architectures.
Cross‑Functional Alignment:
Ensures Salesforce solutions fit cohesively within the enterprise ecosystem.
Data‑Driven Decision Making:
Applies data governance and modeling best practices to ensure integrity and insight generation.
Platform Stewardship:
Balances innovation with long‑term sustainability and platform stability.
Work Environment
Operates in a hybrid or remote environment, collaborating with distributed teams across architecture, engineering, and business functions.
Engages in strategic discussions to shape the direction of CRM platforms and associated digital transformation initiatives.
Summary The Salesforce Solution Architect leads the design and implementation of enterprise‑grade Salesforce Financial Services Cloud solutions. This role combines strategic vision with hands‑on architecture, enabling data‑driven decision‑making, customer engagement optimization, and platform sustainability. The architect will ensure that Salesforce serves as a powerful, integrated enabler for marketing, distribution, and front‑office transformation initiatives.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
Industries Technology, Information and Internet
#J-18808-Ljbffr
Base pay range $185,000.00/yr - $185,000.00/yr
Position Summary Seeking a Salesforce Solution Architect to design and lead scalable, enterprise‑grade Salesforce Financial Services Cloud (FSC) solutions. This role defines front‑office architecture across marketing, distribution, and customer engagement, ensuring alignment with business goals and enterprise standards. Partners with cross‑functional teams to drive platform value, optimize performance, and deliver sustainable, high‑impact CRM solutions in a complex, regulated environment.
Key Responsibilities
Lead End‑to‑End Salesforce Architecture Design
Own the strategic solution architecture for Salesforce front‑office initiatives.
Ensure designs are scalable, secure, compliant, and aligned with the organization’s digital and data strategy.
Translate business needs into technical designs that are both sustainable and value‑driven.
Architect for Platform Value
Define high‑impact architectural patterns across Salesforce and integrated ecosystems.
Promote platform reuse, cost‑effectiveness, and long‑term sustainability.
Establish and maintain best practices that maximize ROI and platform longevity.
Evaluate and Recommend Strategic Technology Use
Partner with Salesforce technical architects and product owners to evaluate trade‑offs between declarative tools, custom code, and third‑party applications.
Recommend the optimal architectural approach based on performance, scalability, cost, and maintainability.
Drive Architecture Integrity Across Projects
Serve as the architectural authority for Salesforce programs spanning multiple business units.
Provide architectural guardrails and enforce standards to ensure consistency across solutions, vendors, and delivery partners.
Conduct design reviews and support quality assurance throughout project lifecycles.
Collaborate Across Architecture Domains
Work closely with enterprise architects, platform owners, data architects, integration leads, and security teams.
Ensure seamless alignment between Salesforce and the broader enterprise technology landscape.
Contribute architectural insights to enterprise roadmaps and strategy discussions.
Negotiate Requirements and Design Outcomes
Partner with business stakeholders and product owners to define feasible, value‑driven solutions.
Challenge over‑engineered requests and advocate for simplicity, scalability, and operational efficiency.
Translate complex requirements into actionable design decisions that deliver measurable value.
Embed Economics into Architecture Decisions
Apply sound judgment in balancing innovation, delivery feasibility, and benefit realization.
Ensure architectural solutions optimize cost, speed‑to‑market, and sustainability.
Integrate total cost of ownership and long‑term supportability considerations into design proposals.
Data Modeling and Sharing/Visibility Expertise
Design and optimize Salesforce FSC and Sales/Service Cloud data models for complex B2B2C scenarios.
Implement robust account hierarchies, advisor relationships, and institutional data structures.
Maintain data integrity, security, and visibility to support reporting and analytics needs.
CRM Best Practice Advisor
Serve as a trusted advisor on how CRM capabilities align with business goals and enterprise architecture.
Provide insights and recommendations to enhance customer experience, marketing, and distribution strategies.
Educate stakeholders on Salesforce platform capabilities and limitations.
Success Factors
Strategic Thinking:
Ability to translate complex business requirements into scalable Salesforce solutions.
Technical Leadership:
Proven ability to guide teams and ensure architectural consistency.
Collaboration:
Skilled at engaging cross‑functional teams and managing competing priorities.
Innovation Balance:
Capable of introducing forward‑thinking solutions while maintaining practicality and compliance.
Communication:
Adept at explaining complex architectural concepts to technical and non‑technical audiences.
Qualifications and Experience
Experience:
7+ years of Salesforce experience, including at least 3 years in solution architecture.
Strong background in Salesforce ecosystem components such as Sales Cloud, Service Cloud, Experience Cloud, and integrations with external systems.
Experience designing solutions in financial services, insurance, or wealth management industries preferred.
Experience with large‑scale enterprise Salesforce implementations.
Methodologies & Practices:
Familiarity with Agile/SAFe methodologies, DevSecOps practices, and enterprise‑level governance.
Understanding of integration architecture, data privacy, compliance, and API design in regulated environments.
Soft Skills:
Strong stakeholder management and communication skills.
Proven ability to lead discussions with both technical teams and business leaders.
Demonstrated ability to manage ambiguity and make informed architectural trade‑offs.
Preferred Qualifications
Certifications:
Salesforce Application Architect
Salesforce Financial Services Cloud Accredited Professional
Technical Expertise:
Hands‑on experience with FSC and Salesforce platform architecture.
Knowledge of Einstein AI, predictive analytics, and digital marketing integration.
Proficiency in Apex, Lightning Web Components, Flow, and data integration frameworks.
Industry Knowledge:
Experience working in financial services, insurance, or regulated sectors.
Understanding of client and advisor relationship models and complex account hierarchies.
Key Competencies
Architectural Vision:
Ability to develop and execute an enterprise‑level Salesforce roadmap.
Solution Design:
Expertise in designing scalable, secure, and maintainable Salesforce architectures.
Cross‑Functional Alignment:
Ensures Salesforce solutions fit cohesively within the enterprise ecosystem.
Data‑Driven Decision Making:
Applies data governance and modeling best practices to ensure integrity and insight generation.
Platform Stewardship:
Balances innovation with long‑term sustainability and platform stability.
Work Environment
Operates in a hybrid or remote environment, collaborating with distributed teams across architecture, engineering, and business functions.
Engages in strategic discussions to shape the direction of CRM platforms and associated digital transformation initiatives.
Summary The Salesforce Solution Architect leads the design and implementation of enterprise‑grade Salesforce Financial Services Cloud solutions. This role combines strategic vision with hands‑on architecture, enabling data‑driven decision‑making, customer engagement optimization, and platform sustainability. The architect will ensure that Salesforce serves as a powerful, integrated enabler for marketing, distribution, and front‑office transformation initiatives.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
Industries Technology, Information and Internet
#J-18808-Ljbffr