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Job Category
Customer SuccessJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Applications will be accepted until 08/31/2026.Salesforce Professional Services helps customers transform and build what’s next for business - with technology. We seek experienced strategic architect leaders with shown success who can lead our customers to transform business, operations, and technology to drive business outcomes in the Financial Services and Health and Life Sciences Industry. As trusted advisors, these architects will cultivate and oversee executive customer relationships and delivery of transformative programs with our most strategic customers, partners, and business delivery leaders. They will be responsible for overseeing adoption and consumption of our technology, building and leading customer relationships, CSAT, and service delivery, in concert with account leadership. The ideal candidates will bring a diverse IT and/or Management Consulting background and knowledge of industry trends, using this credibility as strategic advisors to our customers, partners, and internal teams across Salesforce.
Candidates will have deep Salesforce, cross cloud technology expertise and the ability to craft innovative, forward-looking strategies demonstrating that technology to realize business results in the context of a customer's broader enterprise architecture strategy. In this role, the architect will be the voice of the customer to shape and implement a strategy to build mind-share and broad adoption of Salesforce technologies within the Financial Services and Health and Life Sciences Industry. Critical to the role is the ability to think strategically about business, product, and technical challenges as you drive customers’ efficiencies, cost savings, and quick innovation available on the Salesforce platform.
Support GTM Partners
Actively participate in the pursuit process in support of Services Sellers for our large scale deals, working cross-functionally within Salesforce to ensure we are selling what we can technically deliver as aligned with the customer’s objectives; work with teams to deliver the pitch, define scope/team and contribute to pricing and contractual arrangements.
Support ground-breaking changes needed to achieve the customers' objectives, informed by deep industry and product expertise.
Ensure the technical architecture is optimized to achieve the most elegant client solution; balance business requirements with technical capabilities to deliver the optimal business outcomes.
Work hand in hand with internal teams (Sales, Success, Technology and Products, TMP and Support) to develop and lead strategy and drive customer adoption initiatives.
Foster Delivery Excellence
Accountable for supervising the solution and technical architecture of our most sophisticated/large customers.
Serving in a billable capacity as a lead architect along during discovery and development
Identify and mitigate architectural risks associated with projects
Lead the architecture and design of complex Salesforce projects for clients within the Financial Services and Health and Life Sciences industry
Provide architectural guidance and support to project teams, including developers, administrators, and business partners
Advise customers on the overall enterprise architecture, where Salesforce fits in and assist in developing overall architectural strategy
Develop roadmaps and provide strategic guidance to clients to ensure alignment between business objectives and technical solutions
Conduct in-depth analysis of requirements and assess the feasibility of various solutions
Anticipates, mitigates, and runs risk to Salesforce and the customer.
Assigned in a billable capacity, contributing to an overall Principal Architect team utilization target of 50%
Internal Growth & Operational Excellence
Optimally lead, inspire, coach, and develop other Salesforce Professional Services team members engaged in the Services delivery through active mentorship.
Develop and strengthen others’ consulting skills, industry knowledge, product knowledge, competency skills, and leadership capabilities.
Ensure compliance with industry regulations and standards
Keep up-to-date with the latest Salesforce developments and trends, and bring innovative ideas to the table to help clients stay ahead of the curve
Participate in the continued development of internal processes, artifacts and methodologies to support service delivery to our most strategic customers. Ensure adherence to tried and tested approved methodologies
Collaborate across teams (Regulated ProServ, Sales, Success and Product) to build and drive Regulate solution POVs.
Support the product teams across clouds within Salesforce as they build industry specific solutions for the Regulated vertical, ensuring our product understands the needs of our largest enterprise customers as they innovate
Build an architecture community across our Regulated ProServ team to collaborate on standard methodologies and learn from others delivering large scale programs within the Regulated vertical
Drive the enablement goals of the architecture community to align to the needs of our customers to ensure we are able to sell and deliver leading with our cross cloud platform expertise within the Regulated vertical
Requirements
10+ years experience leading enterprise-level technology transformation programs with Fortune 500 companies (preferably Salesforce enabled transformations)
10+ years of relevant consulting experience in professional services
10+ years of experience leading, managing, coaching, and developing staff
8+ years of experience with Cloud and cloud based technologies (not limited to Salesforce platform but ideally Financial Services Cloud or Health Cloud)
5+ years of experience with the Financial Services or Healthcare and Life Sciences industry
8+ years of experience with data architecture
8+ years in System to System integration, distributed architectures, event driven architecture using common ESB platforms like Mulesoft
Bachelor's degree or equivalent experience
Salesforce Certified Technical Architect Achievement, desired, or on path to CTA
Experience working with customers to understand and solve their most pressing business challenges
Knowledge of the concepts, practices, procedures, and deliverables associated with system development, implementation, and operational readiness.
Knowledge of solution acumen to work with teams to develop comprehensive operational plans and address technical issues
Significant experience leading C-suite relationships at customers with a focus on technology and architecture leaders
A standout colleague with experience working on pursuit teams and participating in the proposal development process
Executive-level communication and presentation skills, written and oral
Travel up to 80%
Significant experience in understanding security, compliance and building scalable and high availability application architectures
Knowledge of concepts in the areas of DevOps,Observability
Significant experience in helping with strategic roadmap planning with customer executives
Knowledge of Design Thinking and human centered change processes
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Skills Required
- 10+ years consulting in enterprise-level technology transformation programs at Fortune 500 companies
- GTM support experience including scoping, proposal development, RFP response, demos/presentations
- Experience in Business Strategy, Product Management, Agile, Program Governance, Experience Design, Change Management and/or Value Realization
- Knowledge of the concepts, practices, procedures, and deliverables associated with solution development, implementation and operational readiness
- Industry experience in Financial Services
- Bachelor's degree in a related field
- Master's degree or MBA
- Knowledge of key business value drivers and success metrics typical of large-enterprise companies
- Ability to analyze and synthesize complex information in ambiguous situations
- Strong executive presence and presentation / facilitation skills; comfortable collaborating with and presenting to C-suite executives
- Salesforce product knowledge and solution design
- Occasional travel (expected average 30-50%)
Salesforce Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.
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Fair & Transparent Compensation — Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
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Parental & Family Support — Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
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Wellbeing & Lifestyle Benefits — Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.
Salesforce Insights
What We Do
Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.
Why Work With Us
There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.
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