Salesforce Functional Architect

Smarsh

128d

About The Position

Smarsh is seeking a Salesforce Functional Architect to lead platform architecture, automation standards, and data modeling across Sales Cloud, Service Cloud, CPQ, Billing, and other cross-cloud processes. This role is focused on designing patterns, reviewing work, and ensuring the Salesforce platform remains powerful and stable as complexity increases. The architect will collaborate closely with the Salesforce Platform Manager and Salesforce Technical Architect to maintain platform coherence.

Requirements

10+ years of hands-on Salesforce experience with progression into architecture-level ownership.
Deep expertise in Sales Cloud and/or Service Cloud data models and automation design.
Experience with Salesforce CPQ and Billing solutions.
Experience with Agentforce and / or Einstein.
Experience working with sales, revenue, finance, and product management stakeholders, preferably in a subscription (SaaS) environment.
Advanced proficiency in Flow (record-triggered, scheduled, subflows, orchestration) in high-complexity environments.
Proven experience designing scalable, layered automation architectures (modular, reusable, bulk-safe).
Strong data modeling skills with an understanding of long-term reporting and integration implications.
Experience preventing and resolving automation conflicts (recursion, order of execution, duplication).
Clear judgment on declarative vs Apex trade-offs; comfortable partnering with technical engineering leads.
Experience supporting large user bases and high-volume environments, with complex permission management requirements associated with scaled organizations.
Ability to translate ambiguous business processes into durable system behavior.
Experience establishing governance standards (naming conventions, documentation, release discipline).
Relevant Salesforce certification(s) and the ability to explain how those certifications will guide you to success in this role.

Responsibilities

Own functional architecture across Sales Cloud, Service Cloud, Revenue Cloud (CPQ & Billing), and Experience Cloud.
Design scalable, multi-cloud Salesforce solutions aligned with enterprise architecture.
Lead global CRM transformation initiatives.
Serve as functional lead for Revenue, Finance, and Enterprise Applications.
Own the CRM and Revenue Cloud roadmap and prioritization.
Oversee system integrators and managed service providers.
Mentor Salesforce administrators and business analysts.
Drive measurable business outcomes, focusing on results rather than just feature delivery.
Own the Flow-first automation strategy, defining when to use Flow vs. Apex vs. configuration, and how automation is structured, layered, and reused.
Establish and enforce automation patterns, naming conventions, and guardrails to prevent 'Flow sprawl' and logic duplication.
Ensure appropriate governance and usage of Salesforce AI tooling.
Own core data models across Sales, Accounts, Opportunities, Cases, Contracts, etc., ensuring scalability, reporting integrity, and clean integrations.
Anticipate downstream impacts of schema changes.
Review and approve designs for complex initiatives.
Act as an escalation point for architectural trade-offs.
Mentor administrators and developers.