The Salesforce Architect - Financial Services owns the end-to-end technical discovery, design and delivery of Salesforce Financial Services Cloud solutions for A360 clients. You will architect secure, scalable solutions, lead development teams, and serve as the go-to technical authority on FSC’s data model, OmniStudio, and platform capabilities across banking, insurance, and lending engagements.
II. About You- You are a technical subject matter expert in Salesforce applications and thrive in a fast paced and continually changing environment. You are a self-driven individual with a “get it done” attitude and a passion to solve complex business and technology problems.
- You are able to work on the ground level and enjoy rolling your sleeves up to help your team but also have the ability to see the bigger and futuristic picture of our firm and client journeys.
- You excel in designing efficient, intuitive and integrated applications on the Salesforce Platform.
- You thrive on building teams and employees into the best version of themselves.
Project Delivery
- Architect and deliver FSC implementations including configuration, custom development, integrations, and data migration
- Translate business requirements into well-architected solutions that leverage FSC data models (banking, insurance, mortgage/lending), omni-studio and industry specific solutions
- Design and document integration architecture with core banking, LOS, POS, policy administration, and claims systems
- Lead technical discovery sessions and present solutions to client stakeholders for buy-in
- Enforce coding standards, lead code reviews, and ensure appropriate design patterns are followed
- Collaborate with Solution Architects and Enterprise Architects for project delivery
- Own the technical architecture from design through go-live
- Build rapid prototypes and proof-of-concepts during pre-sales, discovery and design phases
- Participate in agile ceremonies and lead technical story estimation and grooming to ensure accurate scoping and delivery commitments
- Leadership & Team Development
- Mentor, coach, and provide day-to-day direction to development teams
- Drive internal best practices and standard processes across A360 projects
- Contribute to the A360 technology knowledge base and lead internal capability-building initiatives
- Support recruiting, selection, and onboarding of developers into the organization and projects
- Keep pace with emerging Salesforce technologies and platform releases, bringing forward opportunities that strengthen our client delivery and practice.
- 2+ years architecting solutions on Salesforce Financial Services Cloud
- 5+ years Salesforce development experience (Apex, LWC, Aura, JavaScript, SOQL, Flows, Rest)
- 2+ years mentoring or leading a development team
- 3+ years in a consulting practice
- Strong working knowledge of FSC data models for banking, insurance, or lending
- Proficiency in OmniStudio (FlexCards, OmniScripts, DataRaptors, Integration Procedures)
- Experience with FSC/Industry specific solutions(e.g., ARC, Households, DPE, Business apis, Salesforce Shield, Compliant sharing)
- Experience designing integration solutions with financial services platforms
- Experience with platform security features from authentication to data visibility and sharing
- Experience with DevOps, CI/CD, release management, and code versioning
- Degree in Computer Science, Information Technology, or equivalent
- Salesforce Application Architect or System Architect certification
- Agentforce specialist Certification
- Financial Services Cloud Accredited Professional
- Omni-studio developer certification
- Data cloud consultant certification
- Middleware and domain specific vendor exposure
- Experience with Salesforce release management tools (e.g., Copado, Gearset)
- Hands-on experience with Salesforce testing and CI/CD platforms
- Active participation in Salesforce community events or publications
Top Skills
What We Do
Accelerize 360 is a certified Salesforce partner. Our experts specialize in various industries including insurance, mortgage lending, banking, retail, hospitality and more. Headquartered in Dallas, we also have offices in Canada and India. With the experience of 500+ Salesforce implementations, we provide advisory, implementation, customization and support services to our clients. We help clients improve productivity and customer experience. We do this through automation of marketing, sales and service operations and by creating seamless customer experiences - all through the Salesforce ecosystem. Our approach emphasizes business consulting to identify opportunities for automation and future-proofing your business. With that blueprint, we set about customizing Salesforce to your unique roadmap. Last but not least, we provide in-depth training to your team to make sure that they use your technology investment to its fullest potential
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