Enterprise Architect 8
Core
Pre-sales architect partnering with financial services customers to drive digital transformation and support sales teams in winning new business using Salesforce solutions.
Role type
Senior pre-sales enterprise architect (financial services)
Builds
Salesforce platform solutions for banking, insurance, wealth management, and capital markets clients
Domain
Financial services + Enterprise CRM/AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise software architecture, GenAI usage, database and data management, integration principles, process orchestration, security principles, machine learning concepts, executive communication, strategic thinking
Preferred skills
Financial services regulatory knowledge (SOX, FINRA, SEC, GDPR, DORA), design thinking, core financial workflows (KYC/AML, loan origination), Salesforce Financial Services Cloud expertise
Technologies
Salesforce, Hyperforce, Data 360, Agentforce, MuleSoft, Informatica, Slack
Responsibilities
Solve technical challenges for banking/insurance clients, develop relationships with customer IT stakeholders, guide customers toward long-term success solutions, evangelize Salesforce platform value, advise on ISV/partner ecosystems, craft technical buyer influence strategies, share knowledge with solution engineering teams
Seniority
Senior, hands-on IC with executive presence
