Salesforce Technical Architect - Financial Services (FSC)

Salesforce Technical Architect - Financial Services (FSC)

7-10 years
Not Specified

Job Description

Job Category
Customer Success GroupJob Details

The Technical Architect will support the full implementation lifecycle, from scoping to deployment in an evolving ecosystem consisting of clients and partners. The Technical Architect will be responsible for successfully designing and building the Salesforce industry-specific Financial Services solutions in Salesforce Cloud, particularly on FSC Cloud.

The Technical Architect maintains an ongoing comprehensive understanding of the cloud-computing ecosystem. Technical Architects typically will specialize in a salesforce platform (e.g. Sales, Service, FSC, Community, and Einstein Clouds) but the ability to develop solutions cross-cloud is becoming more critical.

  • Working closely with Delivery Managers, Functional Solution Architects, and directly with clients and IT development staff to architect technology solutions to meet client needs and ensure the software product is leveraged correctly and the go-forward solution is easy to maintain and meets best practices. This includes a lead role in project discovery and definition workshops, contributing to creating scope and development estimates, and documenting requirements and designs.
  • Effective in understanding business needs and distilling the information into business and technical requirements
  • Collaborate with internal stakeholders (sales/pre-sales, engineering, other services teams, etc.) to help customers maximize the value of their Salesforce Industry products and services.
  • Designing transformational technology solutions and working directly with customers to meet their business requirements in accordance with industry best practices.
  • Leading and mentoring the development and QA teams on the project.
  • Responsible for the application design, development, and support of Salesforce-related projects. The candidate must demonstrate progressive leadership in the full life cycle of the software development environment.
  • Through the use of UML diagrams, design documentation, and best-practice methodologies the candidate will be responsible for the detailed design of Salesforce-related projects from inception through production support.
  • Responsible for ensuring that the system accurately meets the defined expectations of the business unit, ensuring that proper testing is implemented, and performance requirements are closely monitored by working with the development teams.
  • Responsible for creating, and delivering, in a timely and accurate fashion, CRMs and workflow solutions using Salesforce/Apex, Visualforce, Lightning, LWC, and J2EE technologies.
  • Advocate and implement best practice development methodology to drive quality delivery of enterprise solutions.
  • Develop POCs or help customers and partners with complex coding tasks.
  • Identify and lead internal initiatives to grow the consulting practice contribute to the overall knowledge base and expertise of the community.

  • Extensive experience and understanding of the Financial Services Sector and the need for digital disruption.
  • In-depth understanding of key finance and banking principles, including Financial Planning, Forecasting & Analysis, Cost optimization, Revenue computation, Payables management, Payment services, global tax calculation etc.
  • 7+ years of experience working on deployment teams, ideally using Agile development techniques.
  • You have designed and implemented Financial Services(Banking, Lending, and /or Wealth/Asset Management) Solutions, automation, and application processes.
  • You will have in-depth knowledge of implementing front office and back office processes in the above Financial Services businesses.
  • Proven track record of successful delivery of customer projects, preferably enterprise CRM implementations for Fintech/Banking clients.
  • Experience leading teams in the analysis of complex problems, and the design and implementation of related solutions.
  • Experience in Salesforce (SFDC) CRM with end-to-end implementation experience.
  • integration experience, including between different business systems as well as working with integration tools.
  • Strong experience with configuration, customization, programming with APEX APIs, APEX Triggers, Apex classes, APEX Web services, API, AppExchange deployment, s-controls. and implementing new instances of from scratch.
  • Additional experience includes Workflow Alerts and Actions, Approval Workflow, Process Builders, and Lightning Flow.
  • Strong practical deployment knowledge of Lightning, VisualForce, Flex, and LWC.
  • Ability to define the system landscape, identify gaps between current and desired end-states, and deliver a CRM solution.
  • Understanding of DevOps and Release Management for large-scale transformation projects.
  • A self-starter, adept at picking up new skills and technologies, and eager to break new ground
  • Excellent communication skills to communicate with customers, partners, and internal team members

  • In-depth knowledge of Banking and Fintech processes in industry-specific solutions.
  • Data modeling, Process modeling tools, and best practices
  • Expertise in Salesforce Finance Service Cloud (FSC), Sales/Service Cloud, Vlocity Ominstudio
  • DevOps and Release management
  • Prior experience working with Salesforce, Siebel Industry Applications, or other industry-specific CRM applications is an advantage.
  • Salesforce/Apex, Triggers, Workflow Alerts and Actions, Process Builders, Visualforce, Lightning, LWC
  • Familiarity with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)

  • Salesforce Certification Preferred (Admin, Developer, Sales, and Service Clouds)
  • Salesforce SFI(Vlocity) Product Modeling and Quoting and Omnsitduio
  • Solid understanding of financial industry regulations.
  • Certified Scrum Master / Certified Product Owner
  • Prior experience working with Salesforce, Siebel Industry Applications, or other industry-specific CRM applications is an advantage.
  • Bachelor's or Master's degree in Computer Science, Software Engineering, Business, or a related field

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