Salesforce Solution Architect:
Position Overview:
The Solution Architect is tasked with working as a key member of our project team to ensure smooth and efficient implementation and integration between technical and functional system requirements, providing consultative advice to customers regarding financial & insurance industries best practices and process methodologies, as well as creating a solution that best meets our client’s needs.
As a Solution Architect (SA) in our Consulting Practice we are looking for a consultant with experience implementing a wide array of Salesforce Products from Sales, Service Cloud to the more specialized Financial Services Cloud (FSC), Health Cloud, Marketing Cloud, Data Cloud…etc as well as implementing add-ons such as managed package solution in conjunction with the multiple Salesforce products.
Primary Responsibilities:
* As a key contributor on a project team, the Solution Architect guides customers through the design and implementation of Salesforce solutions
* Engage customer stakeholders to understand desired business outcomes and define success criteria
* Articulate to customer stakeholders the value of recommended solutions and approach
* Lead discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements; synthesize requirements to create clear and comprehensive user stories and solution design documentation
* Perform fit-gap analysis for Salesforce functionality and client requirements
* Explain Gold Standard feature solutions and work with the customer to best build processes around standard functionality when possible
* Manage deployments of both metadata and record-based configuration components
* Design elegant, innovative Salesforce solutions involving: configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
* Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
* Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
* Develop training curriculum and deliver training sessions to the solution’s end users
* Work with a Project Manager to manage a project to scope, budget and timeline expectations
Role Requirements:
* 8+ years client-facing consulting experience within the Salesforce ecosystem
* 3+ years experience as a Salesforce Solution Architecture role
* 3+ years implementing Sales & Service Cloud as well as other SF & CRM platforms including relational databases
* Industry expertise in Financial Services (Banking, Wealth, Capital Markets...etc), Insurance, Healthcare, Media plus others
* Proficient writing skills for producing functional specifications documentation
* Outstanding communication skills, with both the internal team and clients
* Experienced with learning and leveraging cloud-based technologies
* Comfortable with a fast-paced, high performance environment
* Self-starter, ambitious, flexible, team player
* Salesforce Certifications required
* Experience with release management tools such as Gearset, Copado or AutoRabit a plus
* BA/BS degree or equivalent work experience. MBA is a plus
Minimum Requirements:
* Demonstrated functional and technical knowledge implementing Salesforce Solutions
* Salesforce product expertise including but not limited to; Sales Cloud, Service Cloud, Marketing Cloud (Pardot or experience on other marketing automation platforms is a plus), Health Cloud, Financial Services Cloud, nCino…etc.
* Experience working as a trusted advisor in consultative client engagements
* Experience working with large teams within a structured project methodology framework
* Understanding of and experience with user centered design concepts
* Having earned or willing to obtain Salesforce certifications upon request
* Additional Salesforce or industry related certifications is also a plus such as, but not limited to; Pardot, Vlocity, MuleSoft and other 3rd party applications