Salesforce Solution Architect | Presales (FINS)
Core
Solution Architect for Salesforce in Financial Services, owning discovery, design, demos, and Statements of Work for broker dealers and asset managers.
Role type
Senior IC Salesforce Solution Architect (Presales)
Builds
Custom Salesforce solutions, demos, and Statements of Work for financial institutions
Domain
Financial Services (Broker Dealers, Wealth Management, Capital Markets) + Salesforce
Required skills
Salesforce Financial Services Cloud (FSC) expertise, presales scoping and estimation, regulatory compliance translation (SEC, FINRA, Reg BI, KYC, AML, GLBA), Salesforce integration (APIs), AI use case scoping (Agentforce), data readiness assessment, build vs buy analysis
Preferred skills
Commercial banking/credit union experience, NetSuite familiarity, DealCloud exposure, Salesforce Data Cloud/RCA/RCB scoping, middleware experience (MuleSoft, Workato, Jitterbit, Boomi), prior consulting or agency presales background
Technologies
Salesforce, Financial Services Cloud, Agentforce, MuleSoft, Workato, Jitterbit, Boomi, NetSuite, DealCloud
Responsibilities
Run discovery calls with C-suite and ops leads, build tailored Salesforce demos, translate regulatory requirements into design decisions, write accurate Statements of Work, scope AI and data readiness opportunities, recommend integration strategies, hand off to delivery teams, contribute reference architectures
Seniority
Senior, hands-on IC
