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Salesforce Solution Architect - Financial Services Cloud

Insight Global

San Francisco, CAJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
San Francisco, CA
Work Authorization
Not specified

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Job overview

The company is seeking an experienced Salesforce Solution Architect with strong expertise in Financial Services Cloud, case management, and campaign management to act as a strategic advisor, partner with business stakeholders, define requirements, establish scope, and design scalable Salesforce solutions.

Skills & qualifications

RequiredNice to have

Skills

Salesforce Financial Services CloudSalesforce Case ManagementSalesforce Campaign ManagementSales CloudService CloudFlows and AutomationSecurity & Sharing ModelReporting & DashboardsData Management

Qualifications

7+ Years Salesforce Experience3+ Years Salesforce Solution Architect Experience

Full job description

Job Description

We are seeking an experienced Salesforce Solution Architect with strong expertise in Financial Services Cloud (FSC) and a solid understanding of Salesforce platform capabilities, particularly Case Management and Campaign Management. This individual will serve as a strategic advisor and solution leader, partnering closely with business stakeholders to define requirements, establish scope, and design scalable Salesforce solutions.

The primary focus of this engagement will be to lead discovery and solution definition efforts for a Campaign Management initiative, ensuring business objectives are translated into a scalable, maintainable Salesforce architecture. The architect will work directly with client stakeholders, business leaders, product owners, and technical teams to develop a future-state solution roadmap.

Skills and Requirements

-7+ years of Salesforce experience with multiple enterprise implementations. -3+ years of experience serving as a Salesforce Solution Architect or Lead Functional Architect. -Hands-on experience with Salesforce Financial Services Cloud (FSC). -Strong understanding of Salesforce Case Management capabilities. -Experience designing or implementing Salesforce Campaign Management solutions. -Proven ability to lead discovery sessions and engage executive and business stakeholders. -Strong requirements gathering, business process mapping, and solution design skills. -Experience producing architecture documentation, user stories, and solution blueprints. -Understanding of Salesforce platform capabilities including: Sales Cloud Service Cloud Flows and Automation Security & Sharing Model Reporting & Dashboards Data Management

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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