Principal Consultant - Financial Services Cloud

Responsibilities

• Lead end-to-end solution architecture for Financial Services Cloud implementations and digital transformation initiatives.
• Serve as a strategic advisor to client stakeholders, including executive leadership, business sponsors, operations leaders, and technology teams.
• Facilitate discovery workshops to understand business objectives, customer journeys, operational challenges, compliance requirements, and future-state needs.
• Develop scalable solution designs, architecture diagrams, data models, and implementation roadmaps aligned with Salesforce and industry best practices.
• Architect Financial Services Cloud solutions supporting client onboarding, household management, financial accounts, referrals, relationship management, service operations, sales processes, and client engagement strategies.
• Define enterprise data architecture, governance frameworks, security models, compliance controls, and integration strategies across Salesforce and external platforms.
• Design solutions that align with regulatory and compliance requirements including privacy, security, audit-ability, and data retention standards.
• Lead data migration strategy and planning efforts, ensuring successful transition from legacy CRM, banking, insurance, wealth management, or servicing platforms.
• Provide architectural oversight throughout the project lifecycle, including design reviews, configuration guidance, testing strategy, deployment planning, and post-production optimization.
• Collaborate with technical architects, developers, business analysts, and project managers to ensure solution alignment and delivery excellence.
• Drive adoption of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, Data Cloud, Agentforce, and related Salesforce technologies.
• Support pre-sales activities including solution estimation, proposal development, architecture reviews, executive presentations, and pursuit strategy.
• Mentor consultants and solution engineers while promoting architectural standards, delivery methodologies, and best practices across the Salesforce Practice.

Requirements

• Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related field.
• 7+ years of Salesforce platform experience.
• 3+ years serving as a Solution Architect, Technical Architect, Lead Consultant, or equivalent leadership role.
• Deep expertise in Financial Services Cloud and financial services business processes.
• Strong understanding of Financial Services Cloud data architecture, including households, relationships, financial accounts, referrals, goals, interactions, and customer lifecycle management.
• Experience designing enterprise-scale Salesforce solutions involving multiple clouds, integrations, and complex data migrations.
• Experience working with banking, insurance, lending, wealth management, capital markets, or other financial services organizations.
• Strong understanding of security, compliance, governance, and regulatory considerations within financial services environments.
• Proven experience developing enterprise data models, security architectures, and integration frameworks.
• Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Flow, OmniStudio, Experience Cloud, and Data Cloud.
• Exceptional communication, presentation, stakeholder management, and consulting skills.
• Ability to translate complex business requirements into scalable technical solutions and strategic roadmaps.