Perficient · 2 weeks ago
Salesforce Solutions Architect with Financial Services Experience
United States
Full-time
Remote
Mid, Senior Level
$92K/yr - $203K/yr
5+ years expPerficient is a global AI-first consultancy seeking a Financial Services Salesforce Solutions Architect. The role involves shaping client success through architectural solutions, mentoring teams, and collaborating on innovative solutions in the financial services domain.
ConsultingInformation TechnologyInternetMarketing
Hiring Manager
Laura Merkle
Responsibilities
Own and aggressively drive forward specific areas of technology architecture. Provide architectural solutions/designs to project execution teams for implementation
Provide architectural assessments, strategies, and roadmaps for the Salesforce domain
Write Stories and operate as a BA when necessary
Lead projects within architecture. Work with Product Owner/Business Analysts to understand functional requirements and interact with other cross-functional teams to architect, design, develop, test, and release features
Project and solution estimation and team structure definition
Develop Proof-of-Concept projects to validate new architectures and solutions
Support multiple Agile Scrum teams with planning, scoping and creation of technical solutions for the new product capabilities, through to continuous delivery to production
Liaise with offshore team and clients for resolving technical dependencies, issues, and risks
Mentor and provide architectural guidance to multiple teams building innovative applications
Drive common vision, practices and capabilities across teams
Engage with business stakeholders to understand required capabilities, integrating business knowledge with technical solutions
Engage with Technical Architects and technical staff to determine the most appropriate technical strategy and designs to meet business needs
Demonstrate broad solutions technical leadership, impacting significant technical direction, exerting influence outside of the immediate team and driving change
Qualification
Required
Minimum 5 years of professional experience with Salesforce
At least 2 project implementations that exploit the full capabilities (discover, design, implement and optimize) of the Salesforce platforms
Experience implementing Salesforce Financial Services Cloud in the last two years
Experience working with OmniStudio
Certification in Financial Services Cloud as well as Core Salesforce Certifications
Understanding of financial services processes including client onboarding, compliance, and data security
Experience working with financial data models and workflows
Demonstrated success in delivering solutions for financial services clients
At least 3 years of experience in a professional services company, consulting firm, or agency
Solid understanding of delivery methodology and ability to lead teams in implementation
Experience in project and solution estimation and team structure definition
Fluent and current on architecture trends with an eye on market/technical conditions and future direction
Experience in defining new architectures and ability to drive an independent project from an architectural standpoint
Demonstrated success in managing complex and/or large consulting projects
Proficient in authoring, editing and presenting technical documents
Ability to elicit requirements and communicate clearly with non-technical individuals, development teams, and other ancillary project members
Strong written and oral communication skills
Desire to mentor younger team members and develop their skills
Experience working on multiple concurrent projects
Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution
Bachelor's degree or commiserate experience
Preferred
Familiarity with AI-enhanced platforms is a plus
A solid understanding of AI capabilities and limitations including ethical considerations is expected
Company
Perficient
Perficient is an IT consulting firm that helps companies adapt their systems to third party software products that use internet.
5001-10000 employees
H1B Sponsorship
Perficient has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (154)
2024 (147)
2023 (156)
2022 (196)
2021 (175)
2020 (223)
Funding
Current Stage
Public CompanyTotal Funding
$65.3M2024-05-05Acquired
2024-01-17Post Ipo Equity· $4.44M
2022-10-17Post Ipo Equity· $5.18M
Leadership Team
Ed Hofffman
Senior Vice President, North America Business Operations
Hari Madamalla
Vice President
Recent News
2025-11-10
Dallas Innovates
2025-10-11
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