Salesforce Solutions Architect (Financial/ Banking)- Johnston, RI - Only W2

Typical day: -to-day activities may include:

• Facilitating a discovery session with other architects, cyber security, business and product stakeholders.
• Comparing Salesforce-native and enterprise integration options for a new CRM capability.
• Authoring artifacts like sequence diagrams, conceptual diagrams, data-flow model, or security designs.
• Working with cybersecurity and data teams to resolve a design concern.
• Preparing or presenting an architecture review submission.
• Walking engineers through an approved design and clarifying implementation boundaries.
• Testing an emerging AI capability in a controlled environment and documenting the findings.
• Identifying areas of technical debt and creating remediation proposals
• Reviewing current processes (e.g. – CI\CD pipeline), identify opportunities for improvements\efficiency gains
• Provide input into the use of AI within the Salesforce ecosystem
• Core architecture deliverables:
• Solution architecture document: Business context, scope, requirements, assumptions, options, recommended design, and dependencies.
• Architecture diagrams: System context, conceptual and logical views, UML component and sequence diagrams, and deployment views where relevant.
• Data architecture: Entity relationships, systems of record, data ownership, lineage, classification, and lifecycle requirements.
• Integration design: Interface responsibilities, API and event contracts, authentication, error handling, reconciliation, and recovery patterns.
• Security and control design: Access models, trust boundaries, threat considerations, control requirements, and ownership.
• Nonfunctional requirements: Measurable performance, resilience, capacity, recovery, monitoring, and supportability expectations.
• Decision and governance records: Architecture decision records, trade-off analyses, review outcomes, and approved exceptions.
• Engineering handoff package: Approved designs, implementation constraints, acceptance criteria, unresolved dependencies, and design walkthroughs.
• AI design and evaluation package, where applicable: Grounding sources, agent permissions, action boundaries, evaluation results, oversight, and fallback behavior.

Required qualifications: Eight or more years of progressive experience in technology architecture, solution design, enterprise applications, or related disciplines, including substantial experience designing Salesforce solutions. Demonstrated experience leading architecture for complex Salesforce CRM initiatives involving enterprise integrations, multiple stakeholder groups, and sensitive business data. Strong understanding of Salesforce platform architecture, data modeling, security and sharing, automation, integration patterns, and platform limits. Experience across multiple IT disciplines, with a demonstrated understanding of application, integration, data, security, cloud, and operational architecture concepts. Experience using system and process analysis to translate business requirements into conceptual, logical, and detailed design artifacts. Proficiency creating UML diagrams, data-flow diagrams, architecture decision records, and other artifacts that communicate complex designs clearly. Experience navigating architecture review governance and producing design packages suitable for engineering handoff. Strong business analysis, solution-shaping, stakeholder interaction management, facilitation, and presentation skills. Strong written and verbal communication skills, including the ability to facilitate technical conversations with nontechnical stakeholders. Experience incorporating cybersecurity requirements into solution designs and collaborating with security specialists. Sufficient technical depth to evaluate implementation approaches, review design conformance, and conduct targeted prototypes without serving as the primary production developer. Ability to assess emerging technologies critically and distinguish practical business value from unnecessary complexity.

Desired qualifications: Experience in financial services, including an understanding of the roles of consumer and custodial banks and experience handling sensitive financial data. Experience with Salesforce Financial Services Cloud and relevant Sales Cloud, Service Cloud, or Experience Cloud capabilities. Familiarity with banking customer and household relationships, onboarding, servicing, referrals, relationship management, or related CRM processes. Experience with Salesforce Agentforce, Data 360, generative AI, retrieval-augmented generation, or agentic solution design. Experience designing governed AI integrations with enterprise data, APIs, tools, and workflow platforms. Experience with MuleSoft or comparable integration platforms, API management, event-driven architecture, and enterprise identity services. Familiarity with Salesforce security, encryption, event monitoring, audit, and data-protection capabilities. Understanding of Salesforce release management, environment strategy, automated testing, and CI/CD sufficient to define architectural requirements and collaborate effectively with engineering. Experience leading proofs of concept and translating findings into production architecture recommendations. Relevant Salesforce architect certifications or equivalent demonstrated architectural expertise.

Education: Bachelor's degree in computer science, information systems, software engineering, or a related discipline, or an equivalent combination of education and relevant professional experience.

What success looks like: Business stakeholders understand the proposed solution, its value, and its trade-offs. Architecture submissions are complete, traceable, and ready for meaningful review. Engineering teams receive actionable designs with clear responsibilities and implementation boundaries. Security, data protection, resilience, and operational requirements are addressed before build decisions become costly to change. Salesforce capabilities are reused appropriately, with unnecessary customization and technical debt actively reduced. Experiments produce evidence-based decisions and reusable learning. AI-enabled solutions demonstrate business value within clearly defined risk and oversight boundaries. Why this opportunity: Help shape the next generation of CRM in financial services. You will combine enterprise-scale architecture with practical experimentation, influence how emerging technologies are adopted, and deepen your expertise across Salesforce, data, cybersecurity, and AI. Your work will connect innovative ideas to implementable designs that improve real customer and colleague experiences.