Solution Architect

  • New York

  • $

    140,000 Per Year

  • Permanent

Reference: 25587

Business Sector: ERP & CRM


This client I'm representing is the premier Salesforce consulting partner for Financial Services, Real Estate, and SaaS companies (and specifically, we mean private equity, investment banking, wealth and asset management; Real Estate Investment Trusts, investment managers, brokerage, lending; tech start-ups and scale-ups).

About the role:

My client is looking for a Solution Architect to help lead the discovery, design, build, and success of Salesforce projects for our growing portfolio of clients. You would be paired up with a senior consultant who would handle client management, project management, backlog management, creation of user stories, and QA.

Your role would be to design the overall solution, determine the need to integrate with external systems and how to make those integrations happen (no coding experience required), liaise with the technical architecture team when custom solutions are needed, and see the solution through deployment and post deployment support.

You would also partner up with the senior consultant to determine how we can continue to add value to the clients you’re serving. We create long term relationships, not one-hit wonders.

What we need from you immediately:

  • Co-lead a client through a project from start to finish and deliver excellent results
  • Co-lead discovery sessions to identify client needs and establish projects
  • Design and implement solutions in Salesforce and related platforms on strategic projects
  • Foster long-term relationships with clients by being a trusted advisor
  • Manage the creation of functional specs that can be easily translated into technical requirements to be implemented by a Salesforce developer
  • Manage the delivery and testing of custom solutions with our technical architects and developers
  • Mentor and manage rising crew members so they can be as awesome as you


What we expect you’re walking in with:

  • Passion for learning and growth
  • BA/BS degree in Business, Economics, Finance, Computer Science or Engineering – or equivalent relevant work experience
  • 3+ years experience as a Salesforce solution architect, consultant, administrator, or a Sales Operations leader who has used Salesforce extensively
  • Advanced knowledge of Sales Cloud, Service Cloud
  • Hands-on advanced experience with Flows (we consider ourselves a Flows-first company)
  • A serious attention to detail
  • Experience with business process discovery and requirements gathering
  • Experience with data migrations and integrations from third-party systems to Salesforce
  • Experience in designing applications with a clear focus on user experience
  • Demonstrated ability working with stakeholders to drive Salesforce adoption
  • Ability to work both independently and collaboratively within a small team