About The Position

We are seeking an experienced Salesforce Solution Architect / Functional Lead to serve as the strategic and hands-on bridge between business objectives and the Salesforce ecosystem. This role will focus on driving platform enhancements, optimizing cross-system data flows, improving user adoption, and supporting customer satisfaction initiatives across Sales Cloud, Service Cloud, and Experience Cloud environments. The ideal candidate is a proactive problem-solver with strong architectural expertise, hands-on Salesforce functional experience, and the ability to lead solution delivery in a fast-paced enterprise environment.

Requirements

  • 8–10+ years of overall IT or Business Systems experience
  • 5–7+ years of dedicated Salesforce experience
  • Strong expertise across: Salesforce Sales Cloud, Service Cloud, Experience Cloud
  • Experience with Salesforce configuration and automation tools including: Flow Builder, Process Builder
  • Salesforce Setup & Administration
  • Strong understanding of Salesforce data architecture and integrations
  • Experience managing offshore delivery coordination
  • Excellent communication, stakeholder management, and documentation skills
  • Salesforce & CRM Platforms
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Experience Cloud
  • HubSpot CRM
  • Agile & Documentation Tools
  • Jira
  • Rally
  • Confluence
  • Data & Integration Tools
  • Salesforce Data Loader
  • Workbench
  • Salesforce Inspector
  • ETL Tools
  • Snowflake Data Fabric technologies
  • Process Mapping & Collaboration
  • Lucidchart
  • Microsoft Visio
  • Third-Party Ecosystem Tools
  • Conga Composer
  • DocuSign eSignature
  • AWS Services

Nice To Haves

  • Strong process mapping and business analysis capabilities
  • Experience supporting customer portals and self-service experiences
  • Knowledge of proposal management and operational workflow optimization
  • Experience preparing scalable Salesforce data models
  • Ability to work collaboratively across onshore and offshore teams

Responsibilities

  • Lead solution architecture and functional design across: Salesforce Sales Cloud, Service Cloud, Experience Cloud
  • Provide hands-on platform guidance and configuration support
  • Support portal strategies related to: Scheduling capabilities, Invoice management, Future e-commerce gateway initiatives
  • Ensure scalable and sustainable platform architecture aligned with business goals
  • Manage and optimize Salesforce data architecture and data flows
  • Oversee HubSpot-to-Salesforce lead routing processes
  • Support and maintain multiple downstream system integrations
  • Analyze and improve end-to-end functional workflows and integration efficiency
  • Collaborate with technical teams to support ETL and data management strategies
  • Partner closely with Delivery Leads and business stakeholders
  • Translate business requirements into scalable Salesforce solutions
  • Provide functional and architectural leadership for enhancement initiatives
  • Support roadmap execution and operational prioritization
  • Drive backlog grooming, prioritization, and enhancement execution
  • Create and manage Standard Operating Procedures (SOPs)
  • Support proposal management process optimization
  • Prepare Salesforce data models and business processes for future scalability
  • Manage and optimize integrations and workflows involving: HubSpot, DocuSign, Amazon Web Services, Conga
  • Support document generation, workflow automation, and eSignature processes
  • Review offshore deployment logs and overnight status updates
  • Conduct strategic planning sessions with Delivery Leads
  • Triage and prioritize support tickets and enhancement requests
  • Separate operational support issues from long-term strategic initiatives
  • Design functional data flows and process maps
  • Lead offshore coordination and daily development handoffs
  • Support technical troubleshooting and unblock delivery challenges
  • Maintain project documentation and process visibility
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