Overview
Skills
Job Details
Direct Hire
Remote- occasional travel to PA
Must be eligible for hire without sponsorship
No 3rd party consultants
Job Title: Salesforce Functional Architect
Job Overview:
We are seeking an experienced and strategic Salesforce Functional Architect to lead the design and implementation of scalable solutions within the Salesforce Financial Services Cloud environment. This is a remote, direct-hire position with occasional travel required based on business needs. The ideal candidate will bring deep expertise in Salesforce architecture, strong business acumen, and the ability to drive transformation initiatives from discovery through delivery.
Work Schedule:
• Full-time, schedule to be determined based on client requirements
• Remote role with occasional travel to client site (travel frequency TBD)
• Candidates must reside outside of CA, NY, NV, HI, and AK
Key Responsibilities:
• Assess current Salesforce Financial Services Cloud environment and develop a strategic roadmap to optimize architecture and functionality
• Collaborate with business stakeholders to understand financial workflows and translate them into scalable Salesforce solutions
• Design end-to-end architecture that supports functions such as client onboarding, wealth management, and compliance
• Create and maintain documentation including solution designs, technical specifications, process flows, and user guides
• Lead and manage Salesforce projects using Agile methodologies from planning through implementation
• Support data migration efforts, perform system testing, and resolve technical issues
• Stay current with new Salesforce features and enhancements and recommend improvements
• Provide end-user training and support to drive adoption and maximize platform value
• Candidates are encouraged to proactively submit architectural design samples or documentation that showcase their work
Required Qualifications:
• Extensive experience with Salesforce Financial Services Cloud
• Strong understanding of Salesforce tools such as Flows, Process Builder, Data Cloud, and Marketing Cloud
• Demonstrated success designing multi-cloud Salesforce solutions aligned with business objectives
• Strong business analysis and communication skills, with the ability to interface between technical teams and business users
• Experience managing and delivering projects in Agile/Scrum environments
• Ability to evaluate legacy system designs and recommend enhancements based on current best practices
• Leadership skills with the ability to guide teams and stakeholders through technical decision-making
Required Certifications:
• Salesforce Certified Advanced Administrator
• Salesforce Platform Developer I or (Data Architect and Sharing & Visibility Designer certifications)
• Salesforce Certified Sales Cloud or Service Cloud Consultant
• Salesforce Certified Platform App Builder
Preferred Certification:
• Salesforce Financial Services Cloud Accredited Professional
Why Join Us?
This is a high-impact role offering the opportunity to shape the future of enterprise-level Salesforce systems for a leading financial services organization. If you're passionate about Salesforce architecture and want to contribute to transformational change, we want to hear from you.