Job Description Summary: The Salesforce Technical Solution Architect serves as a senior technical leader responsible for the architecture, design, and successful delivery of Salesforce and CRM related solutions across the organization. Reporting to the Head of CRM, this role partners with business stakeholders, product owners, development teams, and fellow Architects to translate business objectives into scalable, secure, and sustainable technology solutions.
The ideal candidate combines deep Salesforce platform expertise with strong solution design, integration, and delivery capabilities. This individual will lead the technical architecture for assigned initiatives, contribute to the organization's overall CRM technology strategy, and help establish architectural standards, governance processes, and development best practices across the Salesforce ecosystem.
Working within a team of Architects, this role will provide technical leadership for complex projects, mentor administrators and developers, and support the continuous evolution of the CRM platform to ensure alignment with business priorities, enterprise architecture principles, and long-term scalability objectives.
Job Description: Primary Responsibilities- Lead the solution architecture and technical design of Salesforce initiatives, including data models, integrations, automation, and custom applications, ensuring alignment with business objectives and enterprise standards.
- Partner with fellow Architects to establish & maintain CRM architecture standards, design patterns, development best practices, and governance processes.
- Collaborate with business stakeholders, product owners, project teams, and technical resources to define business requirements, solution designs, and implementation roadmaps.
- Provide architectural leadership for complex, cross-functional initiatives that may span Salesforce and adjacent enterprise platforms, ensuring successful delivery and alignment to strategic objectives.
- Develop solution estimates and high-level implementation plans based on business, functional, and technical requirements.
- Ensure solutions are designed for scalability, maintainability, security, performance, and long-term platform sustainability.
- Define and review integration architectures between Salesforce and external systems, including data platforms, ERP/HRIS solutions, marketing technologies, and third-party applications.
- Ensure Salesforce solutions adhere to security, compliance, risk management, and data governance standards.
- Conduct architecture & design reviews, providing guidance to Salesforce Administrators, Developers, Analysts, and other technical team members.
- Support and advance Salesforce DevOps, release management, environment strategy, and change management practices.
- Evaluate emerging Salesforce capabilities, AppExchange solutions, and related technologies, providing recommendations that support business and technology roadmaps.
- Partner with support & development teams to troubleshoot & resolve platform, integration, and performance issues, serving as a senior technical escalation.
- Contribute to CRM technology roadmaps, platform modernization efforts, and continuous improvement initiatives.
- Maintain current knowledge of Salesforce platform enhancements, industry trends, architectural best practices, and relevant regulatory considerations.
Qualifications- Bachelor's degree in Computer Science, Information Technology, or related field.
- 10+ years of hands-on Salesforce experience, including automation, architecture, & design.
- Experience designing and supporting enterprise integrations utilizing REST/SOAP APIs, middleware platforms, event-driven architectures, and data synchronization patterns.
- Salesforce certifications such as; B2C Solution Architect, B2B Solution Architect, Identify & Access Management Architect, Sharing & Visibility Architect, Data Architect, Integration Architect, Application Architect, or System Architect (preferred).
- Strong expertise in Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, and Experience Cloud, with experience supporting complex client lifecycle management, advisor workflows, and customer engagement processes within regulated industries preferred.
- Experience with Salesforce Flow, OmniStudio, Apex, Lightning Web Components (LWC), Platform Events, APIs, and modern Salesforce development patterns.
- Experience with Salesforce org assessments
- Proven track record of integrating Salesforce with ERP, Data Platforms, and other external systems.
- Deep understanding of data modeling, security models, and platform performance optimization.
- Excellent communication and technical leadership skills.
- Experience in Agile/Scrum development environments.
- Ability to manage multiple projects and priorities in a fast-paced setting
This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000-$175,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn.
EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
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For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
