Salesforce Functional Architect

📋 Description

• Take ownership of functional architecture encompassing: Sales Cloud, Service Cloud, Revenue Cloud (CPQ & Billing), and Experience Cloud (when applicable). Design scalable, multi-cloud Salesforce solutions in alignment with enterprise architecture and spearhead global CRM transformation initiatives.

• Act as the functional lead for Revenue, Finance, and Enterprise Applications.

• Manage the CRM and Revenue Cloud roadmap and prioritization efforts.

• Supervise system integrators and managed service providers.

• Provide mentorship to admins and business analysts.

• Focus on driving measurable business outcomes rather than just feature delivery.

• Lead the Flow-first automation strategy: determining when to utilize Flow versus Apex versus configuration, and how automation is structured, layered, and reused.

• Establish and enforce automation patterns, naming conventions, and guidelines.

• Prevent “Flow sprawl” and duplication of logic.

• Ensure appropriate governance and utilization of Salesforce AI tools.

• Manage core data models across Sales, Accounts, Opportunities, Cases, Contracts, etc.

• Guarantee scalability, reporting integrity, and seamless integrations.

• Anticipate the downstream effects of schema modifications.

• Review and approve designs for complex initiatives.

• Serve as an escalation point for architectural trade-offs.

• Mentor both admins and developers.

• Ensure that automation is readable, testable, and understandable.

• Facilitate smooth onboarding for new team members without causing fear or overwhelm.

• Ensure major changes do not introduce regressions.

• Make Salesforce feel like a cohesive platform rather than a patchwork solution.

⛳️ Requirements

• A minimum of 10 years of hands-on Salesforce experience, progressing into architecture-level ownership.

• Extensive expertise in Sales Cloud and/or Service Cloud data models and automation design.

• Experience with Salesforce CPQ and Billing solutions.

• Familiarity with Agentforce and/or Einstein.

• Background in collaborating with sales, revenue, finance, and product management stakeholders, preferably within a subscription (SaaS) environment.

• Advanced skills in Flow (record-triggered, scheduled, subflows, orchestration) in high-complexity settings.

• Proven track record in designing scalable, layered automation architectures (modular, reusable, bulk-safe).

• Strong data modeling abilities with insight into long-term reporting and integration implications.

• Experience in preventing and resolving automation conflicts (recursion, order of execution, duplication).

• Clear judgment regarding declarative versus Apex trade-offs, comfortable collaborating with technical engineering leads.

• Experience supporting large user bases and high-volume environments, with complex permission management needs associated with scaled organizations.

• Ability to convert ambiguous business processes into reliable system behavior.

• Experience in establishing governance standards (naming conventions, documentation, release discipline).

• Relevant Salesforce certification(s) and the ability to articulate how those certifications will contribute to success in this role.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and ongoing training.

• Flexible work hours and remote work options.

• Engaging work environment with a focus on team collaboration.