The Role
Lead Salesforce architecture for retail banking: design integrations, data models, security controls, DevOps and governance. Drive solution design, mentor teams, and ensure scalable, compliant platform delivery across Sales, Service, and Financial Services Cloud.
Summary Generated by Built In
Role Overview
The Salesforce Software Architect is an integral part of the team responsible for the extraction of data from multiple sources into various target platforms and environments. Your duties will include the modification of existing mappings and building others from scratch. You will work with our client's leadership and various engineering teams to identify, assess and implement the most optimal data transfer or integration solution. The Salesforce Architect is responsible for the end-to-end architecture, design governance, and technical leadership of the Salesforce platform within a retail banking environment. This role ensures scalable, secure, and compliant Salesforce solutions that support customer acquisition, onboarding, servicing, lending, marketing, and digital engagement initiatives.Key Responsibilities
guide optimal use of Salesforce out-of-the-box functionality vs. custom
solutions.
Cloud.
minimizing customization) is sought.Preferred Qualifications
About Techstra Solutions
Techstra Solutions is a certified woman-owned (WBENC) management consulting firm specializing in strategy, technology, and implementation services for large organizations undergoing digital and talent transformation. Our experienced team partners with clients to co-create innovative solutions in applications, data, AI, and automation that accelerate measurable, sustainable change. From advisory consulting through technical execution, we are dedicated to driving world-class business solutions that fit your strategic requirements and deliver results. For more information: www.techstrasolutions.com
The Salesforce Software Architect is an integral part of the team responsible for the extraction of data from multiple sources into various target platforms and environments. Your duties will include the modification of existing mappings and building others from scratch. You will work with our client's leadership and various engineering teams to identify, assess and implement the most optimal data transfer or integration solution. The Salesforce Architect is responsible for the end-to-end architecture, design governance, and technical leadership of the Salesforce platform within a retail banking environment. This role ensures scalable, secure, and compliant Salesforce solutions that support customer acquisition, onboarding, servicing, lending, marketing, and digital engagement initiatives.Key Responsibilities
- Own the Salesforce architecture roadmap across Sales, Service, and Financial Services Cloud.
- Define reference architectures, integration patterns, data models, and environment strategies.
- Establish design standards, DevOps processes, and release management governance.
- Evaluate new Salesforce capabilities (Einstein, Data Cloud, etc.) for strategic fit.
- Lead high-level and detailed solution design for retail banking use cases (account onboarding, KYC workflows, case management, loan origination integration).
- Core banking systems (often mainframe-based)
- Digital banking platforms
- Data warehouses / Snowflake environments
- Middleware (Informatica, API gateways)
- Identity and access management systems
- Provide technical oversight during build and deployment cycles.
- Ensure scalability, performance optimization, and technical debt management.
- Design canonical data models and integration contracts.
- Establish API-first architecture principles.
- Define event-driven and batch integration strategies.
- Partner with data governance teams to enforce lineage, data quality, and PII handling standards.
- Ensure Salesforce configurations align with banking regulatory requirements.
- Implement field-level security, encryption, data masking, and role-based access controls.
- Partner with risk and audit teams for internal/external audits.
- Support business continuity and disaster recovery planning.
- Define CI/CD pipelines
- Implement environment management and release controls.
- Lead code reviews and architecture review boards.
- Establish guardrails for declarative vs. programmatic solutions.
- Translate business capabilities into technical blueprints.
- Provide executive-level architecture updates.
- Mentor Salesforce developers, admins, and technical leaders.
- Serve as subject matter expert for Salesforce within the bank’s enterprise architecture framework.
- 8–12+ years in enterprise IT architecture roles.
- 5+ years hands-on Salesforce architecture experience.
- Experience in retail banking or financial services.
- Deep expertise in:
- Apex, Lightning Web Components (LWC)
- Salesforce integration patterns (REST/SOAP, Platform Events, Integration patterns and APIs)
- Experience integrating Salesforce with core banking platforms and legacy systems.
- Strong understanding of cloud security frameworks and regulatory controls.
- Proven ability to lead cross-functional architecture initiatives.
- 12+ years of Salesforce platform experience, especially in
- Possess strong governance knowledge, be able
guide optimal use of Salesforce out-of-the-box functionality vs. custom
solutions.
- Specific banking domain experience, especially with FSC (Financial
Cloud.
- Awareness of industry best practices and ability to advise on future
minimizing customization) is sought.Preferred Qualifications
- Salesforce certifications:
- Certified Technical Architect (CTA) (highly preferred)
- Application Architect
- System Architect
About Techstra Solutions
Techstra Solutions is a certified woman-owned (WBENC) management consulting firm specializing in strategy, technology, and implementation services for large organizations undergoing digital and talent transformation. Our experienced team partners with clients to co-create innovative solutions in applications, data, AI, and automation that accelerate measurable, sustainable change. From advisory consulting through technical execution, we are dedicated to driving world-class business solutions that fit your strategic requirements and deliver results. For more information: www.techstrasolutions.com
Top Skills
Apex,Lightning Web Components (Lwc),Salesforce Sales Cloud,Salesforce Service Cloud,Financial Services Cloud (Fsc),Einstein,Data Cloud,Platform Events,Rest Api,Soap Api,Apis,Snowflake,Informatica,Api Gateway,Ci/Cd,Devops,Mainframe,Identity And Access Management,Data Warehouse,Middleware
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The Company
What We Do
Techstra Solutions is a certified woman-owned consulting firm that provides strategy, technology and implementation support to large organizations undergoing digital and talent transformation. The rapid pace of technology innovation required to remain competitive, juxtaposed with the slow rate of change in many organizations, causes most to struggle.
To be successful companies must drive new ways of working including the use of technology/analytics and new skillsets (hard/soft) deep into their culture so that they are able to rapidly and continuously react to change. They must also apply new approaches that empower their employees, ensuring its sustainability.
At Techstra Solutions we focus on four key areas, otherwise known as the 4 A’s: Automation (Robotic Process Automation (RPA)/Intelligent Automation), Analytics (Reporting/Analytics/AI/ML), Application Modernization (Cloud, Mobility, etc), and Agile-based solutions (DevOps).
