Salesforce CRM Technical Architect

Job Description

Seeking an experienced Salesforce CRM Technical Architect with expertise in Financial Services Cloud (FSC), Agentforce, enterprise integrations, and legacy-to-Salesforce transformation programs. The candidate will lead architecture, design, and delivery of enterprise Salesforce CRM solutions.

Role Summary

Seeking an experienced Salesforce CRM Technical Architect with expertise in Financial Services Cloud (FSC), Agentforce, enterprise integrations, and legacy-to-Salesforce transformation programs. The candidate will lead architecture, design, and delivery of enterprise Salesforce CRM solutions.

Key Responsibilities

1. Design scalable and secure Salesforce CRM solutions leveraging FSC and Agentforce.
2. Lead end-to-end legacy-to-Salesforce migration programs including assessment, mapping, ETL, reconciliation, and cutover.
3. Architect FSC solutions using Client 360, Financial Accounts, Relationship Groups, Person Accounts, Action Plans, and Interaction Summaries.
4. Define integration strategies using REST/SOAP APIs, MuleSoft, Dell Boomi, and enterprise middleware.
5. Provide technical leadership on Apex, LWC, Flows, Platform Events, and Salesforce best practices.
6. Drive AI-powered customer engagement solutions using Agentforce.
7. Ensure compliance with KYC, AML, GDPR, and security standards.
8. Collaborate with business stakeholders, architects, and delivery teams.

Primary Skills

Salesforce Financial Services Cloud (FSC), Agentforce, Apex, Lightning Web Components (LWC), SOQL/SOSL, Salesforce APIs, Data Cloud, MuleSoft, Dell Boomi, REST/SOAP Integrations, Data Migration & ETL, Security & Sharing Model, Enterprise Solution Architecture.

Mandatory Requirements

1. 12+ years of IT experience with a minimum of 10+ years in Salesforce.
2. Mandatory hands-on experience with Salesforce Agentforce implementations.
3. Minimum 3+ years of Financial Services Cloud (FSC) experience.
4. Proven experience leading legacy-to-Salesforce migration projects.
5. Experience delivering enterprise-scale Salesforce transformation and integration programs.
6. Strong stakeholder management and client-facing experience.

Preferred Certifications

Salesforce Application Architect, System Architect, AI Specialist, Data Cloud Consultant, FSC Accredited Professional, MuleSoft Certification.

Additional Role Expectations

1. Oversee and guide teams to deliver high-quality software solutions aligned with organizational goals and industry best practices.
2. Demonstrate proficiency in strategic planning, decision-making, mentoring, software development, and leadership.
3. Set the strategic direction of software development efforts, manage project portfolios, and ensure effective execution of software engineering initiatives to meet organizational objectives.
4. Build leadership capability, stay abreast of industry trends, and cultivate a collaborative, high-performance culture within the software engineering team.
5. Collaborate effectively with cross-functional teams, executives, and stakeholders to foster a positive and productive environment for successful software development initiatives.

Job Description - Grade Specific

Requires a solid understanding of software development principles and strong leadership skills. Individuals in this role are expected to lead a team of developers, oversee their work, and ensure the team’s performance. They are responsible for coordinating the team’s tasks, providing guidance, and ensuring the quality of the team’s output.