Salesforce Business & Technical Architect (Sales Ops, AI & Automations)
NateraAbout the role
Salesforce Business & Technical Architect (Sales Ops, AI & Automations)
Job Title: Salesforce Business & Technical Architect – Sales Operations, AI & Automations
Location: Remote
Role Summary
We are seeking a Salesforce Business & Technical Architect with strong hands-on Salesforce development and architecture expertise to design, implement, and govern enterprise-scale solutions for Sales Operations, AI, and Automations. This is a hybrid role that blends business strategy alignment with deep technical execution.
The ideal candidate will be both a strategic advisor and a hands-on technical leader — capable of engaging executives on business outcomes while rolling up sleeves to design data models, code in Apex, build LWCs, review pull requests, and architect complex integrations.
Job Description / Key Responsibilities
Business & Solution Architecture
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Partner with Sales Ops and Marketing Ops to define capability maps, sales forecasting models, and end-to-end CRM processes.
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Translate business needs into Salesforce platform solutions (Sales Cloud, Service Cloud, CPQ, Experience Cloud, Data Cloud).
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Own the solution blueprint across Sales processes, AI use cases, and automation workflows.
Technical Architecture & Development Leadership
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Lead the design and development of custom Salesforce applications using Apex, Lightning Web Components (LWC), Triggers, Batch/Queueable classes, Platform Events, and Async Processing.
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Architect and govern complex integrations with external systems (ERP, LIMS, MDM, Data Warehouse, Marketing Automation) using REST/SOAP APIs, Platform Events, Middleware (MuleSoft/ETL).
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Define and manage data modeling, sharing/security architecture, and performance optimization strategies.
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Conduct code reviews, enforce coding standards, and mentor developers on Salesforce best practices.
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Drive DevOps practices with version control (Git), CI/CD pipelines, test automation, and release governance.
AI & Automations
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Embed AI/Einstein/Agentforce into Sales workflows (lead scoring, opportunity insights, pipeline forecasting).
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Design and deliver Salesforce Flow Orchestration, Approvals, and Process Automations to streamline Sales Ops.
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Collaborate with AI/ML engineers to integrate predictive models, copilots, and intelligent automation into CRM.
Stakeholder Engagement & Governance
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Act as the technical advisor and architect-of-record for Sales Ops and CRM transformations.
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Facilitate architecture design sessions, PoCs, and executive-level solution reviews.
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Establish and enforce architecture governance, RACI models, and technical debt management.
Qualifications
Required
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8+ years of Salesforce experience, including architecture, solution design, and hands-on development.
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Expert in Apex programming (Triggers, Batch, Async, Platform Events, REST APIs).
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Strong expertise in Lightning Web Components (LWC), Aura components, and UI/UX best practices.
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Proven experience designing and managing API integrations, event-driven architectures, and middleware.
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Strong knowledge of Salesforce Sales Cloud, Service Cloud, CPQ, Experience Cloud.
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Hands-on experience with DevOps (Git, CI/CD, SFDX, automated testing frameworks).
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Proven ability to conduct code reviews, mentor developers, and enforce coding standards.
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Strong communication skills to engage with both executives and technical teams.
Preferred
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Salesforce certifications: System Architect, Application Architect, Platform Developer II, or CTA track.
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Experience with Einstein Copilot, Agentforce, Data Cloud, MuleSoft, RPA, or Intelligent Document Processing (IDP).
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Background in high-scale enterprise integrations and automation-heavy Salesforce programs.
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Experience in health-tech, biotech, or B2B SaaS industries.
Success Measures
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High-quality Salesforce solutions delivered with scalable architecture and clean code.
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Incre
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