Senior Salesforce Solution Architect, Financial Services

Your role, your impact

As a Senior Salesforce Solution Architect specializing in Financial Services, you'll lead consulting engagements that transform complex business needs into secure, scalable, and user-friendly Salesforce solutions. This role combines discovery leadership, solution architecture, hands-on declarative configuration, and client enablement. You’ll work across business, operations, compliance, and technology teams to deliver lasting platform improvements.

Responsibilities

Your day-to-day

• Lead cross-functional discovery with client business, operations, compliance, technology, and executive stakeholders to define business objectives, pain points, priorities, dependencies, risks, and success measures;

• Perform rapid current-state assessments and gap analyses to identify business, process, technology, data, and organizational improvement opportunities;

• Create current-state and future-state process maps that identify workflow improvements across client, advisor, servicing, onboarding, and operational teams;

• Design Salesforce Financial Services Cloud solutions for wealth management, banking, insurance, lending, and other regulated industry use cases, including client and household management, relationship management, financial accounts, onboarding, servicing, action plans, and advisor workflows;

• Present architecture recommendations, solution options, implementation roadmaps, delivery plans, trade-offs, and business value propositions clearly to client stakeholders and executive leadership;

• Define enterprise data architecture, integration architecture, and system-of-record strategies to support business processes, privacy, audit, compliance, regulatory, and reporting, requirements;

• Develop security, privacy, consent management, and regulated data-sharing approaches that align with industry and organizational governance standards;

• Develop user stories, acceptance criteria, and prioritized delivery backlogs that provide delivery teams with relevant, clear, testable requirements;

• Perform declarative Salesforce configuration using platform tools, reports, dashboards, and automation capabilities where appropriate;

• Support user acceptance testing (UAT), including test scenarios, test scripts, issue triage, retesting, and business signoff.

Qualifications

Keys to your success

• 5+ years of salesforce experience, including solution architecture, consulting, business analysis, or senior platform-delivery responsibilities;

• 5+ Years of industry experience in wealth management, banking, insurance, lending, asset management, or another regulated financial-services environment, and/or hands-on experience with Salesforce Financial Services Cloud; 

• Demonstrated leadership and experience leading cross-functional discovery and converting business needs into practical Salesforce solutions;

• Experience creating process maps, user stories, acceptance criteria, data mappings, UAT documentation, and facilitating user acceptance testing and end-user training;

• Experience working within Agile delivery teams consisting of onshore and offshore members;

• Strong knowledge of Salesforce declarative capabilities, including Flow, security, sharing, permission sets, reports, dashboards, and data management;

• Strong understanding of Salesforce data modeling, migration, data quality, and integration concepts;

• Strong knowledge of Salesforce security and visibility, including profiles, permission sets, roles, sharing rules, and field-level security.

Extra edge

• Salesforce Accredited Agentforce Financial Services Professional, Agentforce Specialist, Agentblazer Legend.

Language skills

• English: Proficient

Our mission, your future

As a global network of trusted advisors, we create cutting-edge technological solutions to overcome today’s challenges and anticipate tomorrow’s needs. It all starts with the collaboration of a diverse team of passionate innovators, each driven to make a difference. Together, we challenge the status quo and push each other to new heights.  

Ready to leave your mark on engaging mandates and shape the future through digital transformation and strategic consulting? Take your ambitions to the next level and discover your next exciting challenge with us!

Our offer 

• Balance that works for you: Work-life balance helps us stay at our best. With flexible work options and our Unlimited Vacation Plan, you can rest and recharge when you need it most. 

• Support for your well-being: Our benefits are designed with optimal health and wellness in mind. You’ll have access to 24/7 virtual healthcare, as well as an extensive wellness portal that provides tools and resources to support your physical, mental, emotional and financial well-being. 

• Continuous growth and learning: Through partnerships with world-renowned education leaders, we provide access to thousands of top-rated online courses and certifications. With exclusive leadership programs and a tuition reimbursement program for external training, we set you up to achieve your ambitions.

• Ownership with opportunity: Through our Employee Share Purchase Plan with matched contributions, you become a shareholder, directly benefiting from our collective achievements. 

Our commitments 

• Our authenticity is our strength: The diversity of our backgrounds, experiences, thoughts and insights is our competitive advantage. We foster a collaborative environment where we embrace our authenticity and leverage our unique perspectives to collectively build the future we all envision. 

• An inclusive path to success: Fostering an environment where you can thrive starts with ensuring an accessible recruitment process. If you require any accommodations, we welcome you to contact us. For more information, please visit our accessibility page: https://www.alithya.com/en/accessibility.