Salesforce Solutions Architect

The Opportunity:

We are seeking a highly skilled Salesforce Solutions Architect with deep expertise in Salesforce Financial Services Cloud (FSC) and a strong background in the insurance industry. The ideal candidate will design, architect, and implement scalable Salesforce solutions that align with business objectives, regulatory requirements, and best practices. This role requires a strong understanding of insurance processes, policy management, claims handling, customer engagement, and integrations with core insurance and financial systems.

The Impact:

Solution Architecture & Design

• Lead the architectural design and implementation of Salesforce Financial Services Cloud (FSC) solutions tailored for the insurance industry.
• Define end-to-end system architecture, ensuring loose coupling, scalability, and compliance with enterprise standards.
• Leverage data integration solutions such as event streaming, application API, ETL tools for consuming and providing access to Salesforce data
• Develop and maintain a robust data model for insurance-specific FSC objects such as Policy, Claims, Financial Accounts, and Relationships.
• Design solutions that ensure seamless integration with policy administration systems, underwriting platforms, claims processing, and regulatory compliance tools.

Technical Leadership & Development

• Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices.
• Knowledge and working experience with Data Cloud
• Oversee configuration, customization, and integration efforts, ensuring optimal use of Salesforce’s declarative capabilities.
• Drive adoption of automation using Flows, Einstein AI, and OmniStudio.
• Experience in Digital Engagement (Service Cloud Voice)
• Ensure high-quality delivery through code reviews, design reviews, and architectural governance.

Stakeholder Engagement & Business Alignment

• Collaborate with business stakeholders, product owners, and insurance domain experts to translate business requirements into technical solutions.
• Provide architectural guidance on customer engagement, agent portals, self-service platforms, and digital transformation initiatives.
• Advocate for Salesforce best practices, governance, and security standards.
• Engage with Enterprise Architecture and influence enterprise recommendations and direction.

Integration & Data Strategy

• Define data migration strategies, ensuring seamless transition from legacy CRM or policy systems.
• Implement secure and compliant API integrations with core insurance platforms, banking systems, and external services.
• Work closely with enterprise data architects to ensure data consistency, reporting accuracy, and regulatory compliance.

Security & Compliance

• Ensure solutions comply with insurance industry regulations (e.g., GDPR, HIPAA, FINRA, KYC, AML).
• Implement role-based security, encryption, and access controls to protect sensitive client and policyholder data.
• Work with compliance teams to align Salesforce capabilities with industry security requirements.
  
  

Required Qualifications:

• Bachelor's Degree in computer science, engineering or technical designation
• 10+ years of experience in Salesforce architecture and development.
• Experience implementing Salesforce Financial Services Cloud (FSC).
• Strong knowledge of insurance processes, such as: policy management, claims processing, underwriting, and customer engagement.
• Expertise in Apex, Lightning Web Components (LWC), REST/SOAP APIs, and Event-Driven Architecture.
• Experience integrating Salesforce with policy administration systems, financial platforms, and document management solutions.
• Strong understanding of Salesforce security, compliance, and governance best practices.
• Experience with DevOps and CI/CD tools for Salesforce (e.g., Gearset, Copado, Jenkins).

Preferred Qualifications:

• Experience working with OmniStudio, Einstein AI, and Marketing Cloud for customer engagement.
• Knowledge of insurance regulatory frameworks and how they impact CRM design.
• Familiarity with Mulesoft and other/home-grown middleware for API integration.
• Strong background in data modeling and master data management (MDM) for financial services.
• Salesforce certifications, such as:
  • Salesforce Certified Application Architect
  • Salesforce Certified System Architect
  • Salesforce Certified Financial Services Cloud Accredited Professional (preferred)
  • Salesforce Certified Technical Architect (CTA) (a plus)

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