Salesforce Solution Architect / Functional Lead - 0518 SS #1

We are seeking an experienced Salesforce Solution Architect / Functional Lead to serve as the strategic and hands-on bridge between business objectives and the Salesforce ecosystem. This role will focus on driving platform enhancements, optimizing cross-system data flows, improving user adoption, and supporting customer satisfaction initiatives across Sales Cloud, Service Cloud, and Experience Cloud environments., Cross-Cloud Architecture & Functional Leadership

• Lead solution architecture and functional design across:
• Salesforce Sales Cloud
• Service Cloud
• Experience Cloud
• Provide hands-on platform guidance and configuration support
• Support portal strategies related to:
• Scheduling capabilities
• Invoice management
• Future e-commerce gateway initiatives
• Ensure scalable and sustainable platform architecture aligned with business goals

Data & Integration Strategy

• Manage and optimize Salesforce data architecture and data flows
• Oversee HubSpot-to-Salesforce lead routing processes
• Support and maintain multiple downstream system integrations
• Analyze and improve end-to-end functional workflows and integration efficiency
• Collaborate with technical teams to support ETL and data management strategies

Strategic Delivery Partnership

• Partner closely with Delivery Leads and business stakeholders
• Translate business requirements into scalable Salesforce solutions
• Provide functional and architectural leadership for enhancement initiatives
• Support roadmap execution and operational prioritization

Enhancement Delivery & SOP Governance

• Drive backlog grooming, prioritization, and enhancement execution
• Create and manage Standard Operating Procedures (SOPs)
• Support proposal management process optimization
• Prepare Salesforce data models and business processes for future scalability

Ecosystem & Third-Party Application Management

• Manage and optimize integrations and workflows involving:
• HubSpot
• DocuSign
• Amazon Web Services
• Conga
• Support document generation, workflow automation, and eSignature processes

Day-to-Day Responsibilities

• Review offshore deployment logs and overnight status updates
• Conduct strategic planning sessions with Delivery Leads
• Triage and prioritize support tickets and enhancement requests
• Separate operational support issues from long-term strategic initiatives
• Design functional data flows and process maps
• Lead offshore coordination and daily development handoffs
• Support technical troubleshooting and unblock delivery challenges
• Maintain project documentation and process visibility

Do you have experience in Visio?, The ideal candidate is a proactive problem-solver with strong architectural expertise, hands-on Salesforce functional experience, and the ability to lead solution delivery in a fast-paced enterprise environment., * 8-10+ years of overall IT or Business Systems experience

• 5-7+ years of dedicated Salesforce experience
• Strong expertise across:
• Salesforce Sales Cloud
• Service Cloud
• Experience Cloud
• Experience with Salesforce configuration and automation tools including:
• Flow Builder
• Process Builder
• Salesforce Setup & Administration
• Strong understanding of Salesforce data architecture and integrations
• Experience managing offshore delivery coordination
• Excellent communication, stakeholder management, and documentation skills, * Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Experience Cloud
• HubSpot CRM

Agile & Documentation Tools

• Jira
• Rally
• Confluence

Data & Integration Tools

• Salesforce Data Loader
• Workbench
• Salesforce Inspector
• ETL Tools
• Snowflake
• Data Fabric technologies

Process Mapping & Collaboration

• Lucidchart
• Microsoft Visio

Third-Party Ecosystem Tools

• Conga Composer
• DocuSign eSignature
• AWS Services

Preferred Skills

• Strong process mapping and business analysis capabilities
• Experience supporting customer portals and self-service experiences
• Knowledge of proposal management and operational workflow optimization
• Experience preparing scalable Salesforce data models
• Ability to work collaboratively across onshore and offshore teams