Salesforce Architect

Techstra Solutions•Pittsburgh, PA

About The Position

The Salesforce Software Architect is an integral part of the team responsible for the extraction of data from multiple sources into various target platforms and environments. Your duties will include the modification of existing mappings and building others from scratch. You will work with our client's leadership and various engineering teams to identify, assess and implement the most optimal data transfer or integration solution. The Salesforce Architect is responsible for the end-to-end architecture, design governance, and technical leadership of the Salesforce platform within a retail banking environment. This role ensures scalable, secure, and compliant Salesforce solutions that support customer acquisition, onboarding, servicing, lending, marketing, and digital engagement initiatives.

Requirements

8–12+ years in enterprise IT architecture roles.
5+ years hands-on Salesforce architecture experience.
Experience in retail banking or financial services.
Deep expertise in: Apex, Lightning Web Components (LWC) Salesforce integration patterns (REST/SOAP, Platform Events, Integration patterns and APIs)
Experience integrating Salesforce with core banking platforms and legacy systems.
Strong understanding of cloud security frameworks and regulatory controls.
Proven ability to lead cross-functional architecture initiatives.
12+ years of Salesforce platform experience, especially in banking/financial services.
Possess strong governance knowledge, be able to mentor junior architects, set standards for delivery/design teams, and guide optimal use of Salesforce out-of-the-box functionality vs. custom solutions.

Nice To Haves

Specific banking domain experience, especially with FSC (Financial Services Cloud), is a plus, though current systems use Sales and Service Cloud.
Awareness of industry best practices and ability to advise on future platform direction (e.g., potential FSC migration, evaluating Data Cloud, minimizing customization) is sought.
Salesforce certifications: Certified Technical Architect (CTA) (highly preferred) Application Architect System Architect

Responsibilities

Own the Salesforce architecture roadmap across Sales, Service, and Financial Services Cloud.
Define reference architectures, integration patterns, data models, and environment strategies.
Establish design standards, DevOps processes, and release management governance.
Evaluate new Salesforce capabilities (Einstein, Data Cloud, etc.) for strategic fit.
Lead high-level and detailed solution design for retail banking use cases (account onboarding, KYC workflows, case management, loan origination integration).
Architect complex integrations with: Core banking systems (often mainframe-based) Digital banking platforms Data warehouses / Snowflake environments Middleware (Informatica, API gateways) Identity and access management systems
Provide technical oversight during build and deployment cycles.
Ensure scalability, performance optimization, and technical debt management.
Design canonical data models and integration contracts.
Establish API-first architecture principles.
Define event-driven and batch integration strategies.
Partner with data governance teams to enforce lineage, data quality, and PII handling standards.
Ensure Salesforce configurations align with banking regulatory requirements.
Implement field-level security, encryption, data masking, and role-based access controls.
Partner with risk and audit teams for internal/external audits.
Support business continuity and disaster recovery planning.
Define CI/CD pipelines
Implement environment management and release controls.
Lead code reviews and architecture review boards.
Establish guardrails for declarative vs. programmatic solutions.
Translate business capabilities into technical blueprints.
Provide executive-level architecture updates.
Mentor Salesforce developers, admins, and technical leaders.
Serve as subject matter expert for Salesforce within the bank’s enterprise architecture framework.