Salesforce Architect

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

📋 Description

• Evaluate the existing Salesforce organization within the initial 90 days and provide a prioritized simplification strategy with measurable objectives.

• Phase out outdated automation, fields, and objects that no longer contribute value.

• Transform high-level designs into detailed specifications ready for implementation, including object models, external IDs, and lifecycle state models.

• Maintain a comprehensive decision log documenting key architectural choices.

• Reconstruct CPQ based on the specified product catalog, encompassing bundles, option constraints, price rules, proration, and amendment pathways.

• Create an entitlement ledger and fulfillment gate to monitor purchased versus utilized capacity and prevent unauthorized activations.

• Manage the Salesforce aspect of the NetSuite integration, addressing field mapping, payload, error handling, and reconciliation processes.

• Develop permission models and system-enforced governance controls that align with HIPAA and least-privilege principles.

• Deliver the complete rebuild process, including backlog management, CI/CD, releases, data migration, UAT, hypercare, and comprehensive documentation.

• Communicate progress and risks to RevOps and Finance leadership.

• Analyze Salesforce CPQ in comparison to Revenue Cloud Advanced for a long-term quoting platform strategy.

• Establish architectural standards and review development work on the platform.

• Provide an organizational health baseline and a signed target-state design within the first 90 days.

• Implement CPQ that ensures quoting deals are not possible without essential components.

• Develop an entitlement ledger and production fulfillment gate with a validated exception pathway.

• Create a NetSuite billing feed that reconciles to zero unmatched records at the end of the month.

• Achieve simplification targets and sustain a documented, source-controlled, and supportable platform.

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree or an equivalent combination of education and experience.

• Eight years of experience building on Salesforce, including three years as a lead architect with hands-on build responsibilities.

• Comprehensive delivery of at least one quote-to-cash implementation or significant re-implementation through to go-live and hypercare.

• Profound, hands-on experience with Salesforce CPQ.

• Strong skills in Flow, Apex, and declarative configuration.

• Experience with quote-to-cash integration with an ERP, ideally NetSuite, via an iPaaS such as Celigo, MuleSoft, or Boomi.

• Background in security and sharing architecture.

• Experience with data migration processes.

• Familiarity with modern release management practices, including source control, CI/CD, and sandbox strategy.

• Self-directed delivery capabilities and strong writing skills.

• Willingness to travel as required.

• Preferred: Certifications such as Salesforce Application Architect, System Architect, or CTA-track; CPQ or Revenue Cloud credentials.

• Preferred: Practical experience with Revenue Cloud Advanced or a transition from CPQ to Revenue Cloud.

• Preferred: Knowledge of subscription, usage, or capacity-based billing models in multi-location B2B SaaS.

• Preferred: Experience in healthcare or other regulated industry SaaS, including HIPAA and SOC 2 compliance.

• Preferred: Experience in designing Salesforce for AI and automation, such as Agentforce or Data Cloud.

🏝️ Benefits

• Medical, Dental/Orthodontia, and Vision coverage beginning on the first day of employment.

• Synthetic ownership in Experity after one year of employment.

• Employee Assistance Program offering counseling, legal resolution, financial education, pet adoption assistance, and identity theft and fraud resolution.

• Flexible work scheduling options.

• Paid Time Off (PTO).

• Opportunities for career development and learning programs.

• Team-building events, family company picnics, and holiday parties.

• Quarterly bonuses.

• 401(k) retirement plan with employer matching.

• Options for remote or office work.