Salesforce Senior Solution Architect - Financial Services Cloud

February 15

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $145k - $160k / year

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

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Vantage Point

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Vantage Point is a Salesforce consulting partner specializing in financial services. The company focuses on helping organizations effectively utilize the Salesforce platform by providing services such as implementation, digital transformation, and ongoing support. With a team of experts having over 20 years of experience in financial services, Vantage Point emphasizes hands-on engagement and collaboration to meet complex business challenges.

Salesforce • Salesforce Consulting • Salesforce Development • Salesforce Configuration • Data Migration

11 - 50 employees

Founded 2018

💳 Fintech

🤝 B2B

📋 Description

• Vantage Point is seeking a highly qualified Salesforce Sr. Solution Architect - Financial Services Cloud to join our 100% remote team! • As the Financial Services Cloud Solutions Architect, you will play an integral role in the high satisfaction of Vantage Point's clients through the design and development of scalable, high-quality services and solutions on Financial Services Cloud. • You will be responsible for owning the overall design of the technical application and recommending best practice solutions based on client business needs. • Design, develop, test, and document scalable, high-quality business solutions to be built on the Salesforce platform, specifically Financial Services Cloud. • Participate in and facilitate customer requirements and solution design workshops. • Capture and map business requirements to system/technical requirements and identify gaps and risks. • Advise customers on the overall enterprise architecture, where Salesforce fits in, and assist in developing overall architectural strategy. • Assess and make recommendations on processes, designs, operations, and testing. • Understand the technical depth of the project and validate the correct resources. • Manage and participate in the entire software development lifecycle. • Recommend alternative approaches, analyze impacts, and provide sizing estimates. • Lead design and code reviews. • Analyze and mitigate bugs and issues. • Lead release planning and deployment. • Conduct unit, integration, and performance testing and work closely with users for user acceptance testing. • Support pre-sales engagements, estimates, and solution design and can articulate what requirements have changed. • Write technical specifications (for custom development, system integration, etc.) jointly with the developer team. • Document build plans and delegate work to developers and consultants. • Work closely with our clients to assess their current architecture and architect solutions that meet their needs. • Articulate the value of recommended solutions and approach to customers.

🎯 Requirements

• 8+ years of consultant experience in a client-facing role. • 5+ years of Financial Services Cloud implementation experience. • Strong experience leading technical requirements gathering and solution design sessions with clients. • Superior experience identifying and documenting the business process and technical requirements, developing process flow analysis, data modeling, and functional design experience. • Expertise in one or multiple Financial Services domains, banking (retail, commercial, investment, mortgage lending and servicing), insurance, and wealth & asset management. • Experience writing user stories to capture business requirements. • Experience managing a project team relevant to the delivery of the technical solution. • Strong experience in enterprise-level projects using Agile software development methodologies throughout the development lifecycle. • Strong experience designing or building Salesforce integrations with third-party systems. • Experience with data migrations from third-party systems to Salesforce. • Has familiarity and first-hand experience with third-party solutions that support vertical objectives. • Strong Salesforce development and design skills including Apex, Lightning, SOQL, Flow, and other standard and advanced Salesforce automation tools. • Understands all aspects of Salesforce's current and future release functionality specifically for Financial Services Cloud, Sales Cloud, and Service Cloud. • Understand the importance of scalability and maintainability. • Understand when to use a declarative solution versus a code solution. • Strong experience leading release planning and deployment. • Superior experience recommending alternative approaches, analyzing impacts, and facilitating sizing estimates. • Superior experience conducting unit, integration, and performance testing and participating with users for user acceptance testing to support a successful project outcome. • Superior experience analyzing and mitigating bugs and issues as needed to support a successful project outcome. • Experience with platform security and sharing and visibility. • Strong experience leading design and code reviews. • Superior experience leading release planning and deployment. • Strong experience leading client training. • Superior experience demoing a solution to the client. • Financial Services Cloud Accreditation.

🏖️ Benefits

• Term Life Insurance (100% paid for by employer) • 401(k) with 100% employer match (vests immediately) • Medical, Dental, and Vision Insurance • Short-Term & Long-Term Disability Insurance (100% paid for by employer) • Paid Time Off & Paid Holidays • Competitive Compensation, Flexible/Remote Work Environment, Ongoing Learning & Development, & Team Collaboration