Principal Architect Senior Director - FINS/ Insurance

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Customer Success

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Salesforce Professional Services helps customers transform and build what’s next for business - with technology. We seek experienced strategic architect leaders with shown success who can lead our customers to transform business, operations, and technology to drive business outcomes in the Financial Services and Health and Life Sciences Industry. As  trusted advisors, these architects will cultivate and oversee executive customer relationships and delivery of transformative programs with our most strategic customers, partners, and business delivery leaders.  They will be responsible for overseeing adoption and consumption of our technology, building and leading customer relationships, CSAT, and service delivery, in concert with account leadership. The ideal candidates will bring a diverse IT and/or Management Consulting background and knowledge of industry trends, using this credibility as strategic advisors to our customers, partners, and internal teams across Salesforce.

Candidates will have deep Salesforce, cross cloud technology expertise and the ability to craft innovative, forward-looking strategies demonstrating that technology to realize business results in the context of a customer's broader enterprise architecture strategy.  In this role, the architect will be the voice of the customer to shape and implement a strategy to build mind-share and broad adoption of Salesforce technologies within the Financial Services and Health and Life Sciences Industry. Critical to the role is the ability to think strategically about business, product, and technical challenges as you drive customers’ efficiencies, cost savings, and quick innovation available on the Salesforce platform.  

Support GTM Partners 

• Actively participate in the pursuit process in support of Services Sellers for our large scale deals, working cross-functionally within Salesforce to ensure we are selling what we can technically deliver as aligned with the customer’s objectives; work with teams to deliver the pitch, define scope/team and contribute to pricing and contractual arrangements. 

• Support ground-breaking changes needed to achieve the customers' objectives, informed by deep industry and product expertise.

• Ensure the technical architecture is optimized to achieve the most elegant client solution; balance business requirements with technical capabilities to deliver the optimal business outcomes.

• Work hand in hand with internal teams (Sales, Success, Technology and Products, TMP and Support) to develop and lead strategy and drive customer adoption initiatives.

Foster Delivery Excellence

• Accountable for supervising the solution and technical architecture of our most sophisticated/large customers.

  • Serving in a billable capacity as a lead architect along during discovery and development

  • Identify and mitigate architectural risks associated with projects

  • Lead the architecture and design of complex Salesforce projects for clients within the Financial Services and Health and Life Sciences industry

  • Provide architectural guidance and support to project teams, including developers, administrators, and business partners

  • Advise customers on the overall enterprise architecture, where Salesforce fits in and assist in developing overall architectural strategy

  • Develop roadmaps and provide strategic guidance to clients to ensure alignment between business objectives and technical solutions

  • Conduct in-depth analysis of requirements and assess the feasibility of various solutions

  • Anticipates, mi