Salesforce Architect

iPipeline•Radnor Township, PA
•Onsite

About The Position

The Expert Software Architect leads the design of complex software systems, creating scalable and secure architectures aligned with business strategy and technology roadmaps. The role drives architectural decisions across multiple teams, defines enterprise-level patterns, and evaluates emerging tools and technologies. It applies knowledge of cloud-native architectures, event-driven design, and domain-driven design to support mission-critical insurance and wealth management systems. The architect may mentor development teams and helps ensure alignment with best practices in design, performance optimization, and software delivery. The role designs and implements Salesforce solutions, including data models, security configurations, and platform governance. It also covers revenue lifecycle solutions such as CPQ, Revenue Cloud, Conga contract management, and billing workflows; Salesforce integrations with enterprise and marketing systems; Salesforce Einstein and other AI-enabled tools; release management and platform standards; HubSpot and MarTech integrations; and Salesforce security and compliance. This is an office-based position.

Requirements

  • Typically 6 or more years of progressively responsible experience in software architecture or engineering roles.
  • Expert-level proficiency leading full-system design using established and emerging patterns.
  • Deep knowledge of cloud-native design, distributed systems, and platform scalability.
  • Proficiency architecting robust, secure, real-time integrations across platforms.
  • Skilled in domain-driven design, containerization with Docker/Kubernetes, and API management.
  • Expertise in threat modeling and ensuring system-wide compliance, including HIPAA and SOC 2.
  • Expertise designing development workflows and integrating DevOps and architecture reviews.
  • Strong understanding of regulatory requirements in insurance and wealth management, including FINRA, GDPR, and HIPAA.

Nice To Haves

  • Hands-on experience designing and implementing Salesforce solutions, including data modeling, declarative configuration, and integration patterns within established architecture and governance frameworks.
  • Experience implementing Revenue Cloud solutions, including quoting, billing, and contract management workflows, and handling moderately complex revenue lifecycle requirements.
  • Experience integrating HubSpot with enterprise systems such as Salesforce CRM, with working knowledge of HubSpot marketing automation and data synchronization.
  • Proficiency configuring and implementing Conga for document generation or contract lifecycle management in Salesforce, including template design and workflow automation.
  • Experience applying Salesforce Einstein or similar AI/ML tools to configure and deploy intelligent features, predictive recommendations, or automation capabilities.
  • Hands-on experience configuring and implementing CPQ solutions, including pricing rules, product catalog structures, and discount schedules, with working knowledge of CRM or billing integration touchpoints.

Responsibilities

  • Lead the design of scalable, secure, high-performing architectures across complex enterprise systems or multiple products.
  • Translate technical strategy into architecture frameworks and implementation roadmaps for development teams.
  • Design integration patterns that support interoperability across cloud and legacy platforms in insurance and wealth management.
  • Evaluate and recommend tools, languages, and frameworks to improve development productivity and architectural quality.
  • Collaborate with product and business stakeholders to validate that architecture meets functional and regulatory needs.
  • Define and enforce architecture governance models, including review boards and standards compliance.
  • Mentor software developers and early-career architects, provide technical guidance, share best practices, and foster learning.
  • Design and implement Salesforce architectures, including data models and security configurations, in accordance with platform governance standards.
  • Design and implement revenue lifecycle solutions involving CPQ, Revenue Cloud, Conga contract management, and billing workflows.
  • Design and deliver Salesforce integrations with enterprise systems using platforms and approaches such as MuleSoft, REST/SOAP APIs, and event-driven middleware.
  • Implement and configure Salesforce Einstein and AI-enabled tools for predictive analytics, intelligent automation, and AI-driven features.
  • Apply and maintain Salesforce development standards, configuration governance, and release management practices; contribute to architecture reviews and compliance with platform guidelines.
  • Design and implement integrations between Salesforce and HubSpot or other marketing platforms to support data consistency, lead lifecycle accuracy, and interoperability.
  • Design and configure Salesforce security models, including sharing rules, field-level security, and data residency controls, supporting applicable regulatory compliance.

Benefits

  • Competitive compensation and benefits package
  • Opportunities for career growth
  • Employee stock purchase plan
  • 401(k)
  • Generous time off
  • Flexible work/life balance
  • Company-matched retirement packages
  • Employee wellness program
  • Awards and recognition program
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