Solution Architect (FINS)

Responsibilities

• Designs a solution to leverage Salesforce products, features, and best practices extended with custom components to meet customer needs.
• Delivers technical and non-technical documentation for assigned projects, with relevant architecture diagrams (data models, high-level architecture, integration architecture, etc.).
• Responsible for overall solution design, build task development, estimating effort to complete build tasks, and oversight of reporting/dashboard creation and UAT.
• Familiarity with the difference between declarative and programmatic development, partner applications (i.e. Conga, DocuSign, AccountingSeed, etc.), and general AppExchange products and when it is appropriate to use each in relation to customer requirements.
• Demonstrates the ability to perform Salesforce.com administration/configuration/data migration duties as needed.
• Works effectively individually and with Coastal Cloud team members and client members toward customer satisfaction and success.
• Act as a solution SME, working with Delivery leadership and Account Executives to accurately scope sales proposals.
• Partner with Project Managers to encourage a collaborative environment with delivery and customer project teams.
• Sets goals for personal and team professional and technical growth.
• Achieves and maintains necessary Salesforce technical certifications and Salesforce partner certifications.

Requirements

• Prior experience working within Financial Services as an employee or supporting them as a client in a techno-functional capacity.
• 4-6 years of advanced skills in Salesforce Platform Business Analysis and exposure to Project Scoping.
• 2+ years experience as a Senior Consultant (or equivalent seniority).
• Applied knowledge of Salesforce and the Sales, Services, and Marketing functions.
• Active Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certification required, minimum 4x certified preferred.
• Additional Salesforce.com cloud knowledge specific to industry/verticals preferred (Nonprofit Cloud, Education Cloud, Marketing Cloud, Community Cloud, CPQ, Field Service, etc.).
• Previous experience with software development life cycle (SLDC), Agile or Hybrid preferred.
• Ability to create entity relationship and object relationship diagrams to demonstrate design concepts and tools.
• Excellent organizational skills and ability to handle multiple tasks simultaneously.
• Experience being client-facing and/or acting as an internal project leader and managing multiple stakeholders.
• Ability to develop practical solutions and methodologies on the Salesforce platform.
• Must have full-time permanent US work authorization.