Salesforce Solutions Architect (Financial Services Cloud) – USA (Remote)

DX Foundation • ,

5d • Remote

About The Position

DX Foundation is seeking a Salesforce Solutions Architect with Financial Services Cloud expertise to lead solution design, architecture, and delivery of complex, client-facing Salesforce implementations, particularly for financial services clients. The role includes facilitating discovery workshops, gathering requirements, designing and demonstrating solutions, conducting quality reviews, and overseeing release planning and DevOps governance. The architect will provide technical guidance, mentor team members, collaborate with stakeholders, and ensure technical specifications and project outcomes are aligned with client needs.

The position is remote in the USA. Applicants must be authorized to work in the United States without current or future visa sponsorship. DX Foundation describes itself as a cross-cloud Salesforce partner focused on advisory services, best practices, and improving customer, user, and IT experiences through Salesforce implementations.

Requirements

• Over 5 years of consulting experience with expertise in enterprise applications for financial services.
• At least 3 years of experience developing custom Salesforce applications.
• Advanced skills in Apex, Lightning, SOQL, Flow, and other Salesforce tools.
• Proven ability to lead client requirements-gathering and solution-design sessions.
• Extensive experience with Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Financial Services Cloud.
• Experience integrating third-party solutions or implementing nCino applications.
• Proficiency deploying web and enterprise systems using REST, APIs, SQL, JavaScript, and HTML.
• Strong understanding of Agile methodologies, testing, and release processes.
• Authorization to work in the United States without current or future visa sponsorship.

Responsibilities

• Lead discovery workshops to understand client needs, identify user personas, and gather requirements and user stories.
• Assess clients’ current architectures and design solutions that meet their needs.
• Develop solution designs and communicate their value to stakeholders to secure approval.
• Ensure user stories are well-defined and conduct quality reviews.
• Create proofs of concept and client demos that showcase design ideas and best-practice recommendations.
• Gather client feedback and refine designs accordingly.
• Provide technical guidance to the team and ensure standards are met or exceeded.
• Assess and recommend improvements to processes, designs, operations, and testing.
• Evaluate project technical complexity and ensure appropriate resources are allocated.
• Participate in design and code reviews.
• Analyze and mitigate bugs and issues.
• Provide release planning, DevOps governance, and deployment plans.
• Conduct unit, integration, and performance testing, and work with users on user acceptance testing.
• Write technical specifications for custom development and system integration with technical team members.
• Document build plans and delegate work to team members.

Benefits

• Medical, dental, and vision insurance through Cigna, with the employer covering the majority of employee cost.
• Employer funding for HSA accounts and access to FSA.
• 401(k) through Vanguard with a guaranteed employer contribution.
• Flexible vacation policy.
• 11 holidays, with flexibility based on individual priorities.
• Family-friendly benefits and extended parental leave.
• Employer-paid short-term and long-term disability insurance.
• Employer-paid life insurance and access to additional life insurance, hospital coverage, and accidental coverage.
• Discounted mental health support.
• Support for individual development through certifications, continued learning, and conferences.

What This Job Offers

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