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Salesforce Solution Architect

• Architect and design scalable Salesforce solutions that align with business objectives and best practices.
• Lead requirement gathering and analysis sessions with stakeholders to translate business needs into technical solutions.
• Provide technical leadership on Salesforce implementations, ensuring system integrity, security, and performance optimization.
• Oversee and guide the design, configuration, and integration of Salesforce components, including workflows, automation (Flow, Process Builder), custom objects, and dashboards.
• Identify opportunities for automation, optimization, and digital transformation within the Salesforce ecosystem.
• Manage multiple projects in a fast-paced, deadline-driven environment, ensuring alignment with business goals.
• Collaborate with developers, administrators, and business users to ensure seamless Salesforce adoption and utilization.

• Proven experience as a Salesforce Solution Architect, with expertise in Sales Cloud, Marketing Cloud, and Service Cloud.
• Strong ability to gather, document, and analyze business requirements while aligning them with technical solutions.
• Deep understanding of Salesforce best practices, integration patterns, and data architecture.
• Experience with process automation, custom development, and system integrations.
• Ability to lead Salesforce implementations and enhancements, ensuring scalability and performance.
• Strong project management skills with experience handling multiple initiatives in a dynamic environment.

• Lead the design and development of Salesforce solutions, including custom applications, integrations, and enhancements.
• Collaborate with business stakeholders to gather requirements and translate them into technical specifications.
• Provide technical leadership and mentorship to a team of Salesforce developers and administrators.
• Ensure the quality and performance of Salesforce solutions through code reviews, testing, and optimization.
• Stay up-to-date with the latest Salesforce features, best practices, and industry trends.
• Troubleshoot and resolve technical issues related to Salesforce implementations.
• Work closely with project managers to ensure timely and successful delivery of projects.

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• Minimum of 5 years of experience in Salesforce development and implementation.
• Proven experience as a Salesforce Tech Lead or similar role.
• Strong knowledge of Salesforce platform, including Sales Cloud, Service Cloud, and Marketing Cloud.
• Proficiency in Apex, Visualforce, Lightning Components, and Salesforce integrations.
• Excellent problem-solving skills and attention to detail.
• Strong communication and interpersonal skills.
• Salesforce certifications (e.g., Salesforce Certified Developer, Consultant & Architect) are a plus

• Base salary range 100k to 120k + comprehensive benefits package

• Field Service is one of the main platforms they use
• Their platforms have a lot of customization
• Looking for someone comfortable doing customizations and configurations
• Looking for someone not afraid to ask questions because there will be a lot to learn

• Work with business requirements management, stakeholders, integration developers and other system owners to design, develop, test, and deploy solutions, fixes, and enhancements to the Salesforce ecosystem.
• Write and update technical cards based on requirements as assigned.
• Regularly develop new or update Apex (classes and triggers) to extend Salesforce to support business requirements.
• Address highly complex issues escalated from more junior team members.
• Leads Custom User Interface development, including Visualforce pages/Lightning pages, Aura Components and Lightning Web Components.
• Collaborate with IT / Developers for other systems to design, integrate and utilize APIs () across the business.
• Lead team on projects related to DevSecOps planning and implementation.
• Develop an understanding of the brand, the impact it has on our people, culture, business, customers and communities and apply that knowledge and passion to this role.

• Must have Bachelor's degree in Computer Science, Business Administration, or equivalent combination of education, technical training, and experience will be considered in lieu of degree.
• Minimum of 5+ years of Salesforce development experience, including exposure to complex development activities, data dashboards, interfaces, and integrations.
• Certified Salesforce Platform Developer II.
• Competency in other languages/development (JSON, XML, JavaScript, SQL, Java, C#, C++, SOAP-based web services, AWS, Azure).
• Additional Salesforce certifications: Certified Salesforce Administrator, Certified Salesforce Platform App Builder, Field Service Lightning Consultant, Experience Cloud Consultant a plus.
• Experience with multi-system architectures, system redundancy design and implementations is a plus.

• Ability to interact and build effective working relationships at all levels of the organization.
• Ability to work independently and contribute to as part of a team culture where all are encouraged and willing to share information accurately.
• Proficient in implementing and developing in Apex, LWC, and Visualforce.
• Demonstrated ability to gather and consolidate requirements from cross-functional groups
• Working knowledge of RDBMS (Relational Database Management System) solutions (e.g. Oracle, SQL).
• Working knowledge of virtualization and cloud platforms (e.g. Azure, AWS, GCP).
• Strong project management and analytical skills
• Ability to work under pressure and meet constantly changing timelines.
• Ability to develop and coordinate project tasks with junior team members.
• Strong skills working with Agile/Scrum methodologies.
• Experience with GearSet or similar as a CI/CD (Continuous Integration / Continuous Deployment) tool preferred.
• Excellent communication and presentation skills.
• Ability to work with multi-system architectures, system redundancy design and implementations preferred.

• A competitive salary commensurate with experience
• Annual Bonus + Annual Merit Increase Eligibility
• Health & Life Insurance
• 3+ weeks of paid time off accrued during your first year
• 401(K) plan with company match up to 7%
• Professional development opportunities and tuition reimbursement
• Paid time off to volunteer & company-sponsored volunteer events throughout the year

About the Role

Key Responsibilities

• Administer, configure, and maintain Salesforce Sales & Service Cloud, ensuring smooth operation and user experience.
• Optimize sales processes, lead management, opportunity tracking, and forecasting to enhance team productivity.
• Manage case management, knowledge base, and automation workflows within Service Cloud to improve customer support.
• Customize Salesforce using Flows, Process Builder, Validation Rules, and Lightning App Builder to meet business needs.
• Maintain user roles, profiles, permission sets, and security settings to ensure data integrity and compliance.
• Collaborate with sales, service, and IT teams to gather requirements and implement system enhancements.
• Provide user training, support, and documentation to ensure adoption and best practices.
• Monitor system performance, troubleshoot issues, and implement Salesforce best practices.
• Stay updated on Salesforce releases and recommend new features to improve efficiency.

Qualifications & Skills

• 4+ years of experience as a Salesforce Administrator, with a focus on Sales & Service Cloud.
• Salesforce Administrator (ADM-201) certification required; Sales Cloud or Service Cloud Consultant certifications are a plus.
• Strong understanding of lead management, opportunity tracking, pipeline forecasting, and case management.
• Experience with automation tools like Flows, Process Builder, and Workflow Rules.
• Ability to work collaboratively with sales, customer service, and IT teams.
• Strong analytical and problem-solving skills, with attention to detail.

• Re-assessing and optimizing nCino product structures, workflows, and data models.
• Collaborating closely with business stakeholders to define nCino requirements, manage project timelines, and ensure successful delivery within the platform.
• Providing comprehensive oversight of the integrated Salesforce and nCino environment to ensure effective governance, data integrity, and return on investment in the nCino platform.

• Participate in sessions with Salesforce customers and other team members to understand business requirements and business processes analysis
• Documenting detailed business, functional & technical requirements
• Managing vendors, liaising with the technical team, reporting to senior managers and working with end users to ensure a smooth transition
• Configuring Salesforce and related third party applications

• Prior experience working within a consulting environment, ideally having worked with clients across multiple industries on multiple projects
• Multiple Salesforce certifications
• Strong organisational skills and the ability to juggle multiple priorities to meet goals and deadlines
• Strong multi-cloud Salesforce exposure, ideally including project experience working with FSL

• Manage and execute sales incentive programs accurately and promptly
• Audit and establish territory alignments, sales objectives, and statements for review
• Ensure adherence to incentive program regulations and facilitate discrepancy resolution
• Collaborate with finance and HR teams to optimize sales incentive program workflows

• Design reports and dashboards containing vital sales incentive metrics for senior management review
• Monitor reporting usage in Salesforce.com to ensure access to essential data for sales reps and leaders
• Provide insights and analysis to bolster sales strategies and decision-making

• Contribute to developing and documenting standard operating procedures
• Evaluate and manage sales support tools to maximize capabilities and enhance efficiencies
• Partner with the training team to ensure thorough training on key tools and technology for the sales team

• Collaborate with functional leaders, business units, and subject matter experts to ensure the success of key projects and initiatives

• Bachelor's degree from an accredited institution
• 5+ years of experience in Sales Operations or Effectiveness
• 2+ years of experience managing or supporting sales incentive and compensation plans
• Proficiency in Excel Power Query and Power Pivot
• Experience with Salesforce.com
• Familiarity with sales reporting and dashboards in Salesforce or other software

• Proficiency in Microsoft Suite
• Ability to utilize advanced Excel functions with large datasets
• Proficient in Salesforce.com or other CRM software with knowledge of SQL for query retrieval
• Strong communication skills for effective interaction in group and one-on-one settings
• Organizational skills and attention to detail for multitasking and managing various stakeholders
• Data analysis skills for process improvement and identifying opportunities
• Problem-solving abilities and operational excellence
• Self-starter with the capability to focus on goals with minimal supervision