Salesforce Solution Architect

HarbourVest Partners • Boston, MA

1d • Hybrid

About The Position

We are seeking an experienced Salesforce Solution Architect with strong hands-on expertise in Sales Cloud and Financial Services Cloud (FSC), combined with deep Asset Management industry knowledge. This role is responsible for developing scalable, enterprise-grade Salesforce solutions that improve our distribution, advisor experience, and client engagement capabilities. You will partner closely with business and technology teams to build our CRM strategy. You will translate complex business needs into actionable architectures. You will guide the implementation of Salesforce practices across the organization. This is an outstanding opportunity to lead our technological evolution and make a significant impact!

Requirements

• 7+ years of Salesforce experience, including 3+ years as a Solution Architect.
• Proven practical experience with Sales Cloud and Financial Services Cloud (FSC).
• Proficiency in Apex, Lightning Web Components, Salesforce Flows, and platform configuration.
• Solid understanding of Salesforce data modeling, integration patterns, API frameworks, and enterprise architecture.
• Knowledge of Asset Management workflows is advantageous.
• Institutional and Wealth Intermediary client management.
• Investment product hierarchies (funds, SMAs, vehicles).

Nice To Haves

• Salesforce Certified: Application Architect or System Architect.
• Accredited Professional in Salesforce’s Financial Services Solution.
• Experience connecting Salesforce with tools and platforms frequently used in asset management (e.g., Seismic, Snowflake, Marketo, Data Cloud).
• Superb communication and executive presentation skills.
• Strong analytical problem-solving abilities.
• Ability to influence, negotiate, and drive alignment across diverse teams.
• A proactive approach with strong ownership and accountability.

Responsibilities

• Lead architectural development and solutioning for Salesforce Sales Cloud and FSC initiatives.
• Translate business requirements into scalable, high-quality architecture across data models, integrations, and workflows.
• Serve as the platform authority—ensuring platform governance, performance, and guidelines are consistently followed.
• Serve as the Salesforce authority, covering distribution workflows, client & advisor interactions, product structures, and regulatory requirements.
• Engage with multi-functional collaborators (Sales, Client Services, Product, Operations, Compliance) capabilities directly support real-world business processes.
• Provide thought leadership on CRM modernization initiatives and future-state capabilities.
• Guide development teams on Salesforce configuration, customization (Apex, LWCs, Flows), and integration implementation.
• Coordinate org health, including data quality, environment strategy, and platform security.
• Conduct technical reviews, mentor team members, and ensure alignment to architectural guardrails.
• Collaborate closely with the Salesforce Product Management team, data architects, enterprise architects, and integration teams to ensure Salesforce is aligned with downstream systems (e.g., data warehouses, marketing systems, reporting platforms).
• Support Release Management and DevOps with CI/CD, environment planning, and deployment strategies.
• Convey architectural decisions and trade-offs to Salesforce Product management.
• Define and maintain architecture frameworks, reusable components, and integration patterns.
• Ensure compliance with security, privacy, and regulatory standards relevant to financial services.
• Produce high-quality documentation (architecture diagrams, ERDs, integration flows).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed