Salesforce Lead/ Solution Architect

BuzzClan LLC•New York, NY

5h•Remote

About The Position

We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain. This role blends deep banking domain expertise, strong Salesforce FSC solutioning, the ability to independently drive requirements and client priorities, and experience leading global (onshore–offshore) delivery teams.

Requirements

10–15+ years of experience in Salesforce and digital transformation programs
5+ years of hands-on experience with: Financial Services Cloud
Strong experience in banking / financial services domain
Proven ability to: Lead client workshops independently
Proven ability to: Drive requirements end-to-end without supervision
Proven ability to: Manage global delivery teams

Nice To Haves

Salesforce certifications (FSC, Service Cloud Consultant)
Experience with API-led integrations (e.g., MuleSoft)
Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
Experience in large-scale transformation programs ($5M+ deals)

Responsibilities

Act as a trusted advisor to business and technology stakeholders
Lead discovery workshops, design sessions, and roadmap discussions
Translate business goals into platform-aligned transformation strategies
Help define and prioritize client initiatives, KPIs, and success metrics
Independently drive end-to-end requirement gathering (business, functional, process)
Define to-be operating models and customer journeys across banking domains
Design scalable solutions leveraging: Financial Services Cloud, Service Cloud, Salesforce Data Cloud
Ensure alignment across process, data model, integrations, and user experience
Apply strong knowledge of: Retail & commercial banking, Wealth management & client servicing, Lending lifecycle (origination to servicing), KYC, onboarding, and compliance workflows
Leverage FSC capabilities for: Customer 360 & householding, Relationship management, Financial accounts & interactions, Regulatory and servicing processes
Lead distributed teams (onshore + offshore pods) across design and delivery
Drive backlog prioritization, sprint planning, and execution governance
Ensure delivery aligns with business outcomes, timelines, and quality standards
Mentor and guide architects, developers, and analysts
Engage with senior client stakeholders to align priorities and trade-offs
Provide program-level oversight, risk management, and escalation handling
Track and communicate value realization and ROI
Drive adoption of AI/Agentforce-led service models
Identify opportunities for automation, productivity gains, and CX improvement
Contribute to building reusable assets, accelerators, and industry solutions