Technical Architect - Salesforce

ThinkBeyond Inc
3 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English
Experience level
Intermediate

Job location

Remote

Tech stack

API
Application Integration Architecture
Data Architecture
Document Management Systems
Design of User Interfaces
Salesforce
Data Streaming
Technical Debt

Job description

  1. Platform & Architecture Assessment

  • Evaluate current Salesforce + Vlocity (Insurance/Claims) implementation

  • Assess usage of:

  • Claims data model

  • OmniScripts, FlexCards, DataRaptors

  • Integration procedures and APIs

  • Identify deviations from Vlocity best practices and over-customization risks

  1. CSR Workflow & Friction Analysis

  • Analyze end-to-end claims lifecycle:

  • Intake * Triage * Investigation * Adjudication * Payout

  • Partner with business stakeholders to map "day in the life" workflows

  • Identify system-driven inefficiencies:

  • Excessive clicks, duplicate data entry, poor UI/UX flows

  • Manual workarounds and rework loops

  1. Integration & Data Architecture Review

  • Evaluate integrations with:

  • TPAs (Third Party Administrators)

  • Insurance carriers

  • External document and communication systems

  • Assess data flow, synchronization patterns, and failure points

  • Identify latency, data inconsistency, and orchestration issues

  1. Root Cause Identification

  • Distinguish between:

  • Process gaps

  • Configuration / Vlocity design issues

  • Custom code / technical debt

  • Integration architecture limitations

  • Quantify impact on:

  • Agent productivity

  • Cycle time

  • NPS / customer experience

  1. Recommendations & Roadmap

  • Define:

  • Quick wins (config-level improvements within Vlocity)

  • Medium-term enhancements

  • Structural / architectural changes (if needed)

  • Create an effort vs. impact prioritization

  • Provide clear guidance on:

  • What can be optimized within Vlocity

  • What requires redesign or externalization

Requirements

  • 10+ years of Salesforce experience, including:

  • 3 to 5 yrs years in Salesforce Industries (Vlocity) Insurance

  • Strong experience with:

  • Vlocity Claims / Insurance data models

  • OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures)

  • Proven experience assessing or stabilizing complex, scaled Salesforce implementations

  • Deep understanding of:

  • API-led integrations and event-driven patterns

  • Data architecture and system boundaries

  • Ability to connect technical issues to business impact (NPS, productivity, SLAs)

Preferred Experience

  • Prior experience in:

  • Vlocity Claims management systems (insurance or similar domains)

  • Working with TPAs and external carriers

  • Experience in high-scale environments with multiple user personas (agents, partners, vendors)

  • Familiarity with:

  • Case management patterns on Salesforce

  • Document management and communication workflows

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