Salesforce Solution Architect

• Strong Salesforce platform knowledge: object model, security model, automation tools, and declarative configuration capabilities.
• Financial Services Cloud: FSC-specific objects and features, relationship management, client onboarding, referral management, and financial account design.
• Experience Cloud: site and page design, audience targeting, component configuration, guest user security, and Experience Builder.
• Business analysis and requirements engineering: the ability to facilitate workshops, document functional requirements, and translate them into technical designs.
• Data modeling: designing Salesforce object models that are clean, scalable, and reporting-friendly.
• Process automation: strong command of Flow Builder and declarative automation tools; working knowledge of when to escalate to Apex.
• Integration design at the solution level: field mappings, transformation logic, data flow documentation, and business rules for integration points.
• Clear written and verbal communication, with the ability to produce solution design documents that are actionable for development teams and understandable for business stakeholders.
• Experience working in agile delivery teams, contributing to sprints and participating in team ceremonies.

Experience & Certifications Experience At least 5 7 years of Salesforce implementation experience, including:

• Hands-on solution design and configuration across multiple Salesforce clouds.
• Demonstrated experience with Financial Services Cloud, FSC feature configuration, and client lifecycle processes.
• Demonstrated experience with Experience Cloud, including portal design, component configuration, and user authentication.
• Business requirements analysis and solution design documentation.
• Working in agile delivery teams alongside developers, administrators, and business analysts.
• Experience in financial services, banking, development finance, or similarly regulated industries is strongly preferred.
• Ability to work within defined technical standards and architectural guardrails, collaborating with a senior architect.

Certifications Required:

• Salesforce Certified Administrator
• Salesforce Certified Platform App Builder
• Salesforce Certified Sales Cloud Consultant or Salesforce Certified Service Cloud Consultant

• Salesforce Certified Advanced Administrator Strongly Recommended:

• Salesforce Certified Financial Services Cloud Accredited Professional
• Salesforce Certified Experience Cloud Consultant
• Salesforce Certified Application Architect
• Salesforce Certified Business Analyst
• Salesforce Certified Service Cloud Consultant
• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified Data Cloud Consultant