Salesforce Solutions Architect

The Salesforce Solutions Architect serves as the functional leader and design authority for end-to-end Salesforce implementations. This individual aligns business processes with platform capabilities, orchestrates cross-cloud designs, and guides teams to deliver sustainable, value-driven solutions.

The Solutions Architect collaborates with consultants, developers, and client product owners to ensure business requirements are met through smart configuration and scalable architecture without unnecessary customization. The ideal candidate is a functional thinker with strong Salesforce platform knowledge who can confidently engage executives and delivery teams alike.

This role also requires the ability to be highly consultative and hands-on at the same time, and to be comfortable working across multiple engagements.

KEY RESPONSIBILITIES:

Solution Design

• Take ownership of the complete solution on an engagement.
• Translate complex business needs into cohesive Salesforce solution designs that span Sales, Service, and Experience Clouds, etc.
• Clearly communicate architectural concepts, data flows, and solution rationale to both business and technical stakeholders through design documentation, diagrams, and walkthroughs.
• Define user experience flows, role hierarchies, data visibility models, and automation strategies.
• Collaborate with internal SMEs where needed, on integration and data design, ensuring alignment with functional requirements.
• Evaluate trade-offs between configuration and customization to balance agility, cost, and maintainability.
• Partner with Sales to support solutioning, scoping, and estimation during pre-sales and client expansion opportunities

Client Advisory

• Act as the primary solution advisor to business and IT stakeholders, ensuring Salesforce solutions directly support strategic goals.
• Facilitate solution walkthroughs and design reviews, clearly articulating business impact and rationale for architectural decisions.
• Manage requirement prioritization, scope boundaries, and alignment across cross-functional teams.
• Build trusted relationships with client sponsors by connecting architecture decisions to measurable outcomes such as adoption, productivity, and ROI.

Quality Oversight

• Partner with Project Managers to ensure functional design integrity through the full delivery lifecycle discovery, build, UAT, and deployment.
• Validate the implemented solution, test plans, and release readiness materials.
• Support the team on UAT planning and execution, ensuring business users validate functionality aligned with success criteria.
• Ensure solutions remain compliant with platform guardrails and regulatory standards (HIPAA, GDPR, etc.).
• Proactively identify risks, design gaps, or scope misalignments and communicate them promptly to Project Managers and internal stakeholders for resolution

• 8+ years of experience on the Salesforce platform.
• Proven experience leading Sales Cloud and Service Cloud implementations; Experience Cloud or Health Cloud experience preferred.
• Strong command of Salesforce functional capabilities: declarative automation, data modeling, reporting, and security.
• Experience working in consulting or SOW-based engagements with multiple clients simultaneously
• Experience defining system landscape, gap-fit analysis, and delivering comprehensive recommendations & solutions with successful outcomes 
• Deep understanding of sales, service, and support processes, including customer journeys, case lifecycle, and field/service operations.
• Exposure to healthcare, life sciences, or regulated industries is a plus.
• Salesforce Sales Cloud or Service Cloud Consultant Certification required; Application Architect certification preferred.
• Exceptional communication, facilitation, and presentation skills.
• Bachelor’s degree in Business, Information Systems, or related discipline.