Techno-functional Salesforce Architect

Insight Global
Beachwood, OH, United States
about 1 month ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
10 years minimum
Working hours
Regular working hours
Job source

Tech stack

Business Process Modeling Microsoft Dynamics Oracle (Applications) Salesforce.Com SAP (Applications) Systems Integration Workflow Management Systems

Job description

Insight Global is seeking a Salesforce Techno-Functional Salesforce Architect to support a multi-national power management client of ours. This resource would to serve as the bridge between business stakeholders and technology teams. This individual will play a critical role in documenting current-state processes, designing future-state solutions, and translating business needs into scalable Salesforce capabilities. The ideal candidate combines business analysis, process improvement, functional solution design, stakeholder engagement, and Salesforce expertise to help drive enterprise-wide transformation initiatives. The resource must be comfortable leading discovery sessions, challenging assumptions, and influencing business leaders while maintaining a strong understanding of how technology solutions support broader organizational goals., Business Analysis & Process Design

  • Lead discovery workshops and stakeholder interviews to gather, analyze, and document business requirements.

  • Assess current-state business processes and identify opportunities for optimization and automation.

  • Develop future-state process flows, business requirements, use cases, and functional specifications.

  • Facilitate alignment between business objectives and technology solutions.

  • Drive requirements prioritization and ensure business outcomes remain the focus throughout project delivery.

Salesforce Solution Design

  • Translate business requirements into scalable Salesforce solutions and functional designs.

  • Partner with developers, architects, and platform teams to ensure successful implementation.

  • Provide recommendations on Salesforce platform capabilities, configuration options, and best practices.

  • Support solution design across Salesforce ecosystems, including integrations with ERP and other enterprise platforms.

  • Assist in evaluating the impact of proposed solutions across multiple business functions and user groups.

Stakeholder Management

  • Serve as a trusted advisor to business stakeholders and leadership teams.

  • Facilitate discussions between technical and non-technical audiences.

  • Present recommendations, requirements, and solution approaches to stakeholders at various organizational levels.

  • Manage complex stakeholder dynamics and navigate competing priorities effectively.

  • Build strong relationships while maintaining alignment on project goals and deliverables.

Enterprise Solution Support

  • Contribute to enterprise-scale initiatives impacting multiple business units and user populations.

  • Assess downstream impacts of process and technology changes.

  • Support cross-functional teams throughout project lifecycles, from discovery through implementation and adoption.

  • Help ensure solutions are aligned with broader organizational strategies and operating models.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Requirements

  • 10+ years of experience in Business Analysis, Functional Consulting, Solution Design, or related roles.

  • Strong Salesforce platform experience in a functional or techno-functional capacity.

  • Experience gathering requirements and translating business needs into system solutions.

  • Proven expertise in process mapping, workflow design, and business process improvement.

  • Experience supporting enterprise-scale implementations and transformation initiatives.

  • Strong understanding of CRM platforms and business process design.

  • Exceptional communication, presentation, and facilitation skills.

  • Ability to engage effectively with executive leadership, business stakeholders, and technical teams.

  • Strong analytical and problem-solving capabilities. * Salesforce Field Service experience strongly preferred.

  • Experience with Salesforce Service Cloud, Sales Cloud, or related Salesforce products.

  • ERP platform exposure (SAP, Oracle, Microsoft Dynamics, etc.).

  • Experience working in environments with complex system integrations.

  • Salesforce certifications are a plus but not required.

  • Consulting or enterprise transformation experience preferred.

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