Salesforce Solutions Architect with Financial Services Experience

Perficient currently has a career opportunity for a Financial Services Salesforce Solutions Architect.

Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world’s most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what’s possible - while building a career filled with growth, balance, and purpose.

Our Salesforce + MuleSoft team helps global brands create connected, data-driven experiences that drive enterprise-wide transformation. As a Salesforce Partner and trusted MuleSoft advisor, we deliver strategic guidance, industry accelerators, and AI-powered solutions across healthcare, financial services, manufacturing, and more—unlocking the full potential of the Salesforce ecosystem.

A Financial Services Solutions Architect is expected to be knowledgeable in two or more Clouds within Salesforce including Financial Services Cloud. The Solutions Architect may or may not have a programming background but will have expert Salesforce knowledge, client presales/presentation, team management, and thought leadership skills.

You will provide best-fit architectural solutions for one or more projects; you will assist in defining scope and sizing of work; and anchor Proof of Concept developments. You will provide solution architecture for the business problem, platform integration with third party services, designing and developing complex features for clients' business needs.

You will collaborate with some of the best talent in the industry to create and implement innovative high-quality solutions, participate in Sales and various pursuits focused on our clients' business needs. You will also contribute to a variety of roles in thought leadership, mentorship, systems analysis, architecture, design, configuration, testing, debugging, and documentation. You will challenge your leading-edge solutions, consultative and business skills through the diversity of work in multiple industry domains.

This role is considered part of the Business Unit Senior Leadership team and may mentor delivery team members.

Responsibilities:

• Own and aggressively drive forward specific areas of technology architecture. Provide architectural solutions/designs to project execution teams for implementation.
• Provide architectural assessments, strategies, and roadmaps for the Salesforce domain.
• Lead projects within architecture. Work with Product Owner/Business Analysts to understand functional requirements and interact with other cross-functional teams to architect, design, develop, test, and release features.
• Project and solution estimation and team structure definition.
• Develop Proof-of-Concept projects to validate new architectures and solutions.
• Support multiple Agile Scrum teams with planning, scoping and creation of technical solutions for the new product capabilities, through to continuous delivery to production.
• Liaise with offshore team and clients for resolving technical dependencies, issues, and risks.
• Mentor and provide architectural guidance to multiple teams building innovative applications.
• Drive common vision, practices and capabilities across teams.
• Engage with business stakeholders to understand required capabilities, integrating business knowledge with technical solutions.
• Engage with Technical Architects and technical staff to determine the most appropriate technical strategy and designs to meet business needs.
• Demonstrate broad solutions technical leadership, impacting significant technical direction, exerting influence outside of the immediate team and driving change.

• Minimum 5 years of professional experience with Salesforce.
• At least 2 project implementations that exploit the full capabilities (discover, design, implement and optimize) of the Salesforce platforms.
• Experience implementing Salesforce Financial Services Cloud.
• Certification in Financial Servics Cloud as well as Core Salesforce Certifications. 
• Understanding of financial services processes including client onboarding, compliance, and data security.
• Experience working with financial data models and workflows.
• Demonstrated success in delivering solutions for financial services clients.
• At least 3 years of experience in a professional services company, consulting firm, or agency.
• Solid understanding of delivery methodology and ability to lead teams in implementation.
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