Salesforce Technical Architect - FSC/ FinServ/Financial Services Cloud

Posted 6 Days Ago
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2 Locations
Senior level
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
The Salesforce Technical Architect will lead implementation lifecycles for Financial Services Cloud solutions, manage client relationships, and guide teams on digital transformation. Responsibilities include conducting workshops, designing solutions, and ensuring customer satisfaction by architecting effective technology solutions.
Summary Generated by Built In

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

The Technical Architect will support the full implementation lifecycle, from scoping to deployment in an evolving ecosystem consisting of clients and partners. The Technical Architect will be responsible for successfully solutioning the enterprise application E2E, designing and building the Salesforce Industry-specific Financial Services industry solutions.As a Technical Architect, you will become a deep product expert with Industry Financial Services Cloud applications, and work closely with our sales and delivery teams to ensure customer success.
The Technical Architect maintains an ongoing comprehensive understanding of the cloud-computing ecosystem.
Responsibilities:

  • Lead a team of developers focused on driving optimized solutions for our FSC clients leveraging Salesforce Financial Services Cloud, Service Cloud, Sales Cloud, and Experience Cloud
  • Lead functional and technical workshops. Demonstrate leadership skills in designing, delivering, testing, and deploying.
  • Expertise in User Journey preparations, User Story reviews, Data Modeling, Apex Design Patterns, LWC, and other modern UI techniques.
  • Serve as a trusted advisor to the client driving conversations with their Enterprise Architects and business stakeholders that shape the architectural vision, and establish a program architectural roadmap.
  • Manage customer expectations; negotiate solutions to complex problems with both the customer and third-party stakeholders
  • Guide our customers, partners, and implementation teams on how best to execute digital transformation with the Salesforce platform using Salesforce Industries.
  • Establish trust with the customer’s leadership, promoting and/or implementing best practices with SFI and Salesforce
  • Build out sophisticated business processes using native Salesforce Industries technology and the toolkit of the Force.com platform and integration tools.
  • Work closely with Delivery Managers, Solution Architects, and directly with clients to architect technology solutions to meet client needs
  • Highlight and manage risk areas in the solution in a proactive manner, and commit to seeing an issue through to completion

Qualifications:

  • 10+ years of experience in developing technology solutions.
  • 3+ years of experience in handling client-facing projects in positions of increasing responsibility in the context of systems development and related business consulting.
  • Expertise in one or multiples of → Salesforce Financial Services Cloud (FSC), Sales/Service/Experience Cloud, and Vlocity OmniStudio
  • Expertise in one or multiple domains of → Banking (retail, commercial, investment, mortgage lending and servicing), Insurance, Wealth & Asset Management
  • Integration Architecture (Must have)
  • Platform Security (Must have)
  • Identity and Access Management / Integration Security
  • Sharing and Visibility (Must have)
  • Data Architecture and Management (Must have)
  • Architectural Design Patterns
  • Apex Design Patterns (Must Have)
  • Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)
  • Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds, Application Architect)
  • OmniStudio Developer/Consultant

Accommodations

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Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

Salesforce welcomes all.

Top Skills

Apex
Architectural Design Patterns
CSS
Data Architecture And Management
Experience Cloud
HTML
Identity And Access Management
Integration Architecture
JavaScript
Lightning
Lightning Flows
Lwc
Platform Security
Sales Cloud
Salesforce Financial Services Cloud
Service Cloud
Sharing And Visibility
Vlocity Omnistudio
Web Components
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The Company
HQ: San Francisco, CA
72,000 Employees
Hybrid Workplace

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.

Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business.

Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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