Principal Consultant – Financial Services Cloud Architect

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete solution architecture for implementations of Financial Services Cloud and digital transformation projects.

• Act as a strategic advisor to senior leadership, business sponsors, operations executives, and technology teams.

• Conduct discovery workshops that address business goals, customer journeys, operational challenges, compliance requirements, and future-state necessities.

• Create scalable solution designs, architecture diagrams, data models, and implementation timelines.

• Design solutions that facilitate client onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement.

• Establish enterprise data architecture, governance frameworks, security models, compliance measures, and integration strategies.

• Develop solutions that adhere to privacy, security, auditability, and data-retention standards.

• Lead the strategy and planning for data migration from legacy CRM, banking, insurance, wealth management, or servicing platforms.

• Provide architectural oversight through design reviews, configuration guidance, testing strategies, deployment planning, and post-production optimization.

• Collaborate with technical architects, developers, business analysts, and project managers.

• Promote the adoption of Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce, and other Salesforce technologies.

• Assist in pre-sales activities, including solution estimation, proposal creation, architecture reviews, executive presentations, and pursuit strategies.

• Mentor consultants and solution engineers while advocating for architectural standards and best practices in delivery.

⛳️ Requirements

• A Bachelor’s degree in Computer Science, Information Systems, Business, Finance, or a related field.

• More than 7 years of experience with the Salesforce platform.

• At least 3 years in a role as a Solution Architect, Technical Architect, Lead Consultant, or a similar leadership position.

• In-depth knowledge of Financial Services Cloud and financial services business processes.

• Strong understanding of the Financial Services Cloud data architecture, including households, relationships, financial accounts, referrals, goals, interactions, and customer lifecycle management.

• Experience in designing enterprise-level Salesforce solutions that involve multiple clouds, integrations, and complex data migrations.

• Background in working with banking, insurance, lending, wealth management, capital markets, or other financial services sectors.

• Solid understanding of security, compliance, governance, and regulatory aspects within financial services environments.

• Proven track record in developing enterprise data models, security architectures, and integration frameworks.

• Robust understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.

• Outstanding communication, presentation, stakeholder management, and consulting abilities.

• Capability to convert complex business requirements into scalable technical solutions and strategic roadmaps.

• Salesforce Financial Services Cloud Accredited Professional or equivalent credentials (preferred).

• Salesforce Application Architect Certification (preferred).

• Salesforce System Architect Certification (preferred).

• Salesforce Data Cloud Consultant Certification (preferred).

• Familiarity with core banking systems, policy administration systems, wealth management platforms, loan origination systems, or related financial services technologies (preferred).

• Experience in leading enterprise data migration and modernization projects (preferred).

• Background in supporting pre-sales activities, solution estimation, and executive presentations (preferred).

• Strong understanding of Agile delivery methodologies and large-scale program execution (preferred).

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible work arrangements.

• Opportunities for professional development and training.

• Collaborative and innovative work environment.