Solutions Lead
Core
Designs and governs end-to-end business and technology solutions for client and colleague journeys across Sales, Service, Operations, and Marketing, acting as the senior solution design authority for Salesforce and the broader platform ecosystem.
Role type
Senior Solution Architect (Salesforce & Enterprise Platforms)
Builds
Scalable designs, future-state experiences, integration patterns, data standards, and adoption-focused solutions for Salesforce Financial Services Cloud and connected enterprise platforms.
Domain
Insurance Brokerage / Financial Services / Enterprise CRM
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Solution architecture, Salesforce Financial Services Cloud, Enterprise integration, Data modeling, API design, Workflow orchestration, Stakeholder management, Vendor evaluation, Agile planning, Requirements analysis
Preferred skills
Salesforce certifications (Administrator, Architect, Consultant), Insurance brokerage domain knowledge, Modern integration platforms, AI-enabled workflows, Intelligent document processing
Technologies
Salesforce, Financial Services Cloud, Applied EPIC, SharePoint, Zywave MiEdge, AI native platforms
Responsibilities
Design end-to-end business and technology solutions translating objectives into scalable designs; Lead solution workshops and recommend approaches balancing business value and complexity; Serve as lead designer for Salesforce Financial Services Cloud including data models and automation; Define integration solutions and data standards across multiple enterprise applications; Evaluate new technologies and vendor solutions against business objectives; Establish reusable design standards, reference architectures, and governance artifacts.
Seniority
Senior, hands-on IC with strategic partnership
