Salesforce Solutions Architect
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
We are seeking a highly skilled Salesforce Solutions Architect with deep expertise in Salesforce Financial Services Cloud (FSC) and a strong background in the insurance industry. The ideal candidate will design, architect, and implement scalable Salesforce solutions that align with business objectives, regulatory requirements, and best practices. This role requires a strong understanding of insurance processes, policy management, claims handling, customer engagement, and integrations with core insurance and financial systems. The Impact: Solution Architecture & Design Lead the architectural design and implementation of Salesforce Financial Services Cloud (FSC) solutions tailored for the insurance industry. Define end-to-end system architecture, ensuring loose coupling, scalability, and compliance with enterprise standards. Leverage data integration solutions such as event streaming, application API, ETL tools for consuming and providing access to Salesforce data Develop and maintain a robust data model for insurance-specific FSC objects such as Policy, Claims, Financial Accounts, and Relationships. Design solutions that ensure seamless integration with policy administration systems, underwriting platforms, claims processing, and regulatory compliance tools. Technical Leadership & Development Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices. Knowledge and working experience with Data Cloud Oversee configuration, customization, and integration efforts, ensuring optimal use of Salesforce's declarative capabilities. Drive adoption of automation using Flows, Einstein AI, and OmniStudio. Experience in Digital Engagement (Service Cloud Voice) Ensure high-quality delivery through code reviews, design reviews, and architectural governance. Stakeholder Engagement & Business Alignment Collaborate with business stakeholders, product owners, and insurance domain experts to translate business requirements into technical solutions. Provide architectural guidance on customer engagement, agent portals, self-service platforms, and digital transformation initiatives. Advocate for Salesforce best practices, governance, and security standards. Engage with Enterprise Architecture and influence enterprise recommendations and direction. Integration & Data Strategy Define data migration strategies, ensuring seamless transition from legacy CRM or policy systems. Implement secure and compliant API integrations with core insurance platforms, banking systems, and external services. Work closely with enterprise data architects to ensure data consistency, reporting accuracy, and regulatory compliance. Security & Compliance Ensure solutions comply with insurance industry regulations (e.g., GDPR, HIPAA, FINRA, KYC, AML). Implement role-based security, encryption, and access controls to protect sensitive client and policyholder data. Work with compliance teams to align Salesforce capabilities with industry security requirements. Required Qualifications: Bachelor's Degree in computer science, engineering or technical designation 10+ years of experience in Salesforce architecture and development. Experience implementing Salesforce Financial Services Cloud (FSC). Strong knowledge of insurance processes, such as: policy management, claims processing, underwriting, and customer engagement. Expertise in Apex, Lightning Web Components (LWC), REST/SOAP APIs, and Event-Driven Architecture. Experience integrating Salesforce with policy administration systems, financial platforms, and document management solutions. Strong understanding of Salesforce security, compliance, and governance best practices. Experience with DevOps and CI/CD tools for Salesforce (e.g., Gearset, Copado, Jenkins).