Salesforce Sr. Solution Architect - Financial Services Cloud
VantageSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- 5+ years consultant experience leading external, client-facing technical consulting services for complex system implementations
- 3+ years developing custom Salesforce applications
- 3+ years of Salesforce experience complex third-party solutions; alternatively 2+ years experience on nCino implementations
- Experience managing project team relevant to the delivery of the technical solution
- Experience in enterprise-level projects using Agile software development methodologies throughout the whole life cycle
- Possesses familiarity and first-hand experience with third party solutions that support vertical objectives
- Ability to lead technical requirements gathering & solution design sessions with clients
- Superior Salesforce development and design skills including: Apex, Lightning, SOQL, Flow and other standard and advanced Salesforce automation tools
- Deep familiarity with one or more Salesforce products including Sales Cloud, Service Cloud, Marketing Cloud and Experience Cloud; alternatively understanding of nCino operation application
- Experience with Financial Services Cloud: FSC features, functionality and data model
- Experience deploying web-based and enterprise systems using industry standard environments including REST, APIs, SQL, JavaScript, and HTML
- Understands testing and release processes
- The ability to work productively as a remote team member and willingness to travel as needed up to approximately 30% of the time
- Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs)
Responsibilities
- Facilitates discovery workshops, in tandem with other team members, to gather customer requirements, understand customer personas and elicit user stories
- Assess client current architecture and architect solutions that meet client needs
- Create solution design and articulate design to client and team; articulate value and gain buy-off; ensure user story definition clarity and perform quality reviews
- Develop POCs and demos to articulate design concepts to client, including best practice recommendations; elicit feedback and adjust design to meet needs
- Demonstrate a broad understanding of enterprise applications commonly integrated to and utilized in financial services companies
- Provide technical guidance to the team and ensure standards are met or exceeded
- Assess and make recommendations on processes, designs, operations, and testing
- Understands the technical depth of the project and validates the correct resources for the project
- Recommends alternate approaches, analyze impacts, and provide sizing estimates
- Participates in design and code reviews
- Analyzes and mitigates bugs and issues
- Provides release planning, devops governance and deployment plans
- Conducts unit, integration, and performance testing and work closely with users for user acceptance testing
- Writes technical specifications (for custom development, system integration, etc.) jointly with the technical team members
- Documents build plans and delegates work to team members
Skills
Salesforce
Financial Services Cloud
Solution Architecture
Requirements Gathering
User Stories
POCs
Demos
Code Reviews
Design Reviews
Integrations
Enterprise Applications
Zennify
Salesforce consulting for financial services
About Zennify
Zennify provides Salesforce consulting services specifically for the financial services industry, including banks and credit unions. As a Salesforce Platinum Partner, the company helps clients optimize their use of Salesforce, a popular customer relationship management (CRM) platform. Zennify offers services such as strategy consulting, technical implementation, and managed services, which help organizations improve customer engagement and streamline operations. What sets Zennify apart from competitors is its deep industry knowledge and technical expertise, demonstrated by over 400 successful implementations and more than 100 Salesforce certifications. The company's goal is to enhance customer lifetime value and drive business performance for its clients while ensuring long-term relationships through tailored solutions and ongoing support.
Meridian, MississippiHeadquarters
2013Year Founded
$7.3MTotal Funding
LATE_VCCompany Stage
Consulting, FintechIndustries
51-200Employees