Salesforce Solution Architect

The Salesforce Solution Architect owns the technical architecture and engineering direction for Client’s Salesforce

platform across loan origination, underwriting, credit approval, closing, construction, post-closing, asset management,

capital markets, servicing, and borrower/broker experiences. The platform is a hybrid of standard Salesforce capabilities,

Financial Services Cloud (FSC), Experience Cloud, OmniStudio, managed packages, and a substantial legacy custom

lending implementation. The Architect must support today’s production platform while leading its deliberate transition

toward an FSC-first target architecture.

This is a hands-on architecture and technical-lead role. In collaboration with the Product Manager and Project Manager,

the Architect converts business objectives into solution designs, delivery plans, technical work packages, estimates,

dependencies, and assignments for Salesforce developers and implementation partners.

The Architect is accountable for ensuring that solutions use Salesforce and FSC standard capabilities before introducing

custom objects or code, without treating the existing legacy implementation as the design standard. Successful

candidates will combine deep Salesforce engineering expertise with practical FSC, OmniStudio, document generation,

integration, security, DevOps, and regulated-lending experience.

Essential Functions and Responsibilities

• Define and maintain an FSC-first, standard-first target architecture spanning Salesforce, Financial Services Cloud,

Experience Cloud, OmniStudio, document generation, analytics, integrations, managed packages, and the phased

modernization of Client’s legacy custom lending platform.

• Translate product roadmaps and business requirements into solution designs, technical work packages, estimates,

dependencies, milestones, acceptance criteria, and delivery risks in collaboration with the Product Manager and

Project Manager.

• Assign and coordinate work across Salesforce developers, administrators, QA, integration, data, security, infrastructure,

implementation partners, and vendors; lead technical refinement, design and code reviews, release readiness,

mentoring, and resolution of developer blockers.

• Architect reusable OmniStudio and Experience Cloud solutions using OmniScripts, FlexCards, Data

Mappers/DataRaptors, Integration Procedures, Calculation Procedures, Decision Tables, Business Rules Engine,

secure portal patterns, and governed document-generation and e-signature capabilities.

• Establish engineering and automation standards for Apex, LWC, Aura, Flow, triggers, asynchronous processing, APIs,

custom metadata, approvals, validation, and managed packages, emphasizing modular, bulk-safe, secure, observable,

idempotent, and supportable solutions.

• Own integration and data architecture across internal lending services and third parties, including API contracts, Named

Credentials, OAuth/JWT, resiliency, logging, reconciliation, data quality, analytics contracts, and migration from legacy

custom records to appropriate FSC models.

• Govern source-driven delivery through Git, Jira, Salesforce CLI, GitHub Actions, metadata manifests, delta and full

deployments, Validation, DevBuild, QA, Stage, Production, and hotfix environments, ensuring direct org changes are

reconciled to source and releases include validation, rollback, and post-deployment evidence.

• Define quality, reliability, observability, and production-support practices covering automated testing, static analysis,

governor limits, recursive automation, record locking, callouts, asynchronous jobs, root-cause analysis, incident

response, sandbox refreshes, data migrations, and measurable service-health improvement.

• Serve as Client’s Salesforce technical authority, clearly communicating architecture decisions, costs, sequencing,

and tradeoffs; evaluating Salesforce, FSC, OmniStudio, managed-package, and vendor capabilities; maintaining

essential architecture documentation and technical-debt priorities; and performing related duties as assigned.

• Bachelor’s degree in computer science, information systems, engineering, or a related field, or equivalent relevant

professional experience.

• 12+ years of enterprise application delivery experience, including at least 7 years of hands-on Salesforce architecture,

development, or technical leadership.

• 3+ years of practical Financial Services Cloud experience, including designing or implementing FSC data models and

business capabilities.

• Demonstrated hands-on expertise with OmniStudio, including OmniScripts, FlexCards, Data Mappers/DataRaptors, and

Integration Procedures.

• Demonstrated experience designing enterprise document-generation solutions, preferably including OmniStudio

Document Generation and one or more of Conga, Salesforce Files, Box, or comparable platforms.

• Proven experience serving as a Salesforce solution architect or technical lead with responsibility for work decomposition,

estimates, technical assignments, design reviews, and delivery quality.

• Advanced knowledge of Apex, SOQL/SOSL, LWC, Aura, Flow, triggers, asynchronous Apex, REST APIs, platform

security, custom metadata, and Salesforce order of execution.

• Experience modernizing a heavily customized Salesforce org while maintaining production continuity and moving toward

standard platform capabilities.

• Experience with Experience Cloud or Salesforce portal architecture, external-user security, and API-based customer

experiences.

• Strong knowledge of Salesforce security, sharing, permission sets, permission-set groups, CRUD/FLS enforcement,

encryption, auditability, and secure integration patterns.

• Experience with Git, pull requests, Salesforce CLI, metadata API/source format, CI/CD, environment management,

release planning, and production support.

• Understanding of loan origination and fulfillment, including borrower and guarantor structures, collateral, underwriting,

credit approval, closing, documents, funding, servicing, and post-closing.

• Ability to communicate with executive, business, and technical stakeholders; make decisions with incomplete

information; and document clear recommendations and tradeoffs.

• Ability to remain technically hands-on enough to review code, diagnose runtime behavior, validate platform constraints,

and guide developers through complex defects.

Preferred Qualifications

• Salesforce Certified Application Architect, System Architect, Integration Architect, Data Architect, Sharing and Visibility

Architect, or equivalent demonstrated expertise.

• Salesforce Financial Services Cloud Accredited Professional or relevant FSC certification.

• Salesforce Certified OmniStudio Consultant or OmniStudio Developer certification.

• Salesforce Platform Developer II, Experience Cloud Consultant, or Development Lifecycle and Deployment Architect

certification.

• Experience with private credit, residential investment lending, DSCR, bridge, fix-and-flip, construction, single-asset

bridge, build-for-rent, warehouse lines, and loan servicing.

• Experience with Salesforce Industries Business Rules Engine, Calculation Procedures, Decision Tables, and

document-generation tooling.

• Experience with Conga, Box, MuleSoft, GitHub Actions, Salesforce Git Delta, Salesforce Code Analyzer, PMD,

SonarQube, or comparable delivery tooling.

• Experience leading legacy-data migration into FSC standard objects and managing coexistence during a phased

transformation.

• Experience operating in a high-growth, regulated financial-services environment.